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Probate Q&A Series ·

What happens in probate if we can’t confirm whether a bank account passes outside the estate through survivorship? NC

What happens in probate if we can’t confirm whether a bank account passes outside the estate through survivorship? – North Carolina Short Answer In North Carolina probate, if the estate cannot confirm that a bank account has a valid right of survivorship, the personal representative typically treats the account as a potential estate asset until…

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Probate Q&A Series ·

How do I properly repay an inheritance advance from estate funds during probate? nc

How do I properly repay an inheritance advance from estate funds during probate? – North Carolina Short Answer In North Carolina probate, an inheritance advance is usually handled as a beneficiary’s assignment (or direction) to send part of that beneficiary’s eventual distribution to the advance company. The personal representative (or the estate’s attorney acting for…

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Guardianship Q&A Series ·

How do I start a guardianship case for an older relative with dementia who is living in a nursing facility? nc

How do I start a guardianship case for an older relative with dementia who is living in a nursing facility? – North Carolina Short Answer In North Carolina, starting an adult guardianship case usually begins by filing a verified petition with the Clerk of Superior Court to have the older relative (the “respondent”) adjudicated incompetent.…

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If an heir died after the owner died, do that heir’s children inherit that share, and how does the share get divided? nc

If an heir died after the owner died, do that heir’s children inherit that share, and how does the share get divided? – North Carolina Short Answer Usually, yes. In North Carolina intestate cases (no will), an heir’s right to inherit is determined at the original owner’s death, and that heir’s share becomes part of…

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If one co-owner is also owed money under a separate loan agreement, does that loan get paid back in full before the sale proceeds are split among the owners? nc

If one co-owner is also owed money under a separate loan agreement, does that loan get paid back in full before the sale proceeds are split among the owners? – North Carolina Short Answer Not automatically. In a North Carolina partition sale, the sale proceeds are typically used to pay sale costs and any valid…

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Probate Q&A Series ·

How do I track down my parent’s life insurance, bank accounts, and vehicles when I don’t have access to the records? nc

How do I track down my parent’s life insurance, bank accounts, and vehicles when I don’t have access to the records? – North Carolina Short Answer In North Carolina, the cleanest way to track down a deceased parent’s assets is usually through the probate file and the personal representative’s required inventory and accountings filed with…

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Probate Q&A Series ·

Do I need to fill out the estate property list on the application for letters of administration before I sign it? nc

Do I need to fill out the estate property list on the application for letters of administration before I sign it? – North Carolina Short Answer In North Carolina, the application for letters of administration typically includes a “preliminary inventory” section that is meant to be completed before the application is signed and notarized. The…

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Can I be reimbursed from the estate for cremation and celebration-of-life expenses, and how do unpaid debts and an annuity factor into the estate? nc

Can I be reimbursed from the estate for cremation and celebration-of-life expenses, and how do unpaid debts and an annuity factor into the estate? – North Carolina Short Answer In North Carolina, reasonable cremation and funeral expenses are generally treated as estate obligations, and the person who paid them can usually seek reimbursement by filing…

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Probate Q&A Series ·

How do I file a creditor claim against my ex-spouse’s estate for unpaid support and reimbursements owed under our divorce agreement? nc

How do I file a creditor claim against my ex-spouse’s estate for unpaid support and reimbursements owed under our divorce agreement? – North Carolina Short Answer In North Carolina, a former spouse can usually pursue unpaid support or reimbursement obligations as a creditor claim in the decedent’s estate. The claim must be presented in writing…

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