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Probate Q&A Series ·

Can an executor leave assets out of the initial inventory if the estate includes other property? – NC

Can an executor leave assets out of the initial inventory if the estate includes other property? – NC Short Answer No. In North Carolina, a personal representative must file an inventory that lists the estate property that has come into the representative’s hands or control within three months after qualification. If additional property is discovered…

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Probate Q&A Series ·

What happens if a bank says a deceased account statement request is being processed but the records have not been received? NC

What happens if a bank says a deceased account statement request is being processed but the records have not been received? – NC Short Answer In North Carolina, a bank saying a deceased account statement request is “being processed” usually means the request is still pending, not denied. If the personal representative or authorized probate…

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Probate Q&A Series ·

Can bank records for a deceased person be sent by email to an authorized representative during probate? NC

Can bank records for a deceased person be sent by email to an authorized representative during probate? – NC Short Answer Usually, yes. In North Carolina, a bank may provide a deceased person’s account records to the estate’s duly authorized personal representative during probate once the bank receives proper authority, such as letters testamentary or…

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Probate Q&A Series ·

Can a law firm or authorized representative request account statements on behalf of an estate executor? NC

Can a law firm or authorized representative request account statements on behalf of an estate executor? – NC Short Answer Yes. In North Carolina, the estate’s duly appointed personal representative, such as an executor or administrator, is the person with legal authority to gather the decedent’s financial records for estate administration, and a law firm…

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