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Probate Q&A Series ·

What documents do I need to file to get access to the deceased person’s bank account and distribute the funds to the heirs? nc

What documents do I need to file to get access to the deceased person’s bank account and distribute the funds to the heirs? – North Carolina Short Answer In North Carolina, the documents depend on whether the bank account can be handled through the small-estate “collection by affidavit” process or whether a full estate must…

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Probate Q&A Series ·

How should I respond if another interested party keeps reaching out while the family’s contact information is still being confirmed? nc

How should I respond if another interested party keeps reaching out while the family’s contact information is still being confirmed? – North Carolina Short Answer In North Carolina probate matters, the safest response is a short, neutral update: the matter is being reviewed and contact information for the family is still being confirmed, so no…

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Probate Q&A Series ·

How can my siblings and I decide whether it’s worth taking legal action in a long-running estate matter? nc

How can my siblings and I decide whether it’s worth taking legal action in a long-running estate matter? – North Carolina Short Answer In North Carolina, deciding whether to take legal action in a long-running estate usually comes down to three questions: (1) is the personal representative meeting required duties like filing proper accountings, (2)…

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Probate Q&A Series ·

What happens if a family member claimed I was dead and collected my inheritance from a grandparent’s estate? nc

What happens if a family member claimed I was dead and collected my inheritance from a grandparent’s estate? – North Carolina Short Answer In North Carolina, if someone falsely claimed an heir was dead and collected that heir’s share from a grandparent’s estate, the payment may be treated as a wrongful distribution. The usual remedies…

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Probate Q&A Series ·

How do I get legal authority to request a deceased relative’s medical records for a lawsuit when there was no will? nc

How do I get legal authority to request a deceased relative’s medical records for a lawsuit when there was no will? – North Carolina Short Answer In North Carolina, the cleanest way to get “court-issued authority” to request a deceased person’s medical records is usually to have a court appoint an estate representative and obtain…

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Probate Q&A Series ·

If the will was signed in another state and isn’t notarized, is it still valid where the probate is being handled, especially when there is real estate involved? nc

If the will was signed in another state and isn’t notarized, is it still valid where the probate is being handled, especially when there is real estate involved? – North Carolina Short Answer Often, yes. In North Carolina, a will signed in another state can still be valid even if it is not notarized, as…

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Guardianship Q&A Series ·

How do I start the guardianship process for a family member who can’t make decisions safely? NC

How do I start the guardianship process for a family member who can’t make decisions safely? – North Carolina Short Answer In North Carolina, starting an adult guardianship usually begins by filing a verified petition asking the Clerk of Superior Court to decide whether the person is legally “incompetent.” If the clerk adjudicates incompetence, the…

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Probate Q&A Series ·

What can I do if I have evidence someone forged my parent’s signature on checks or moved money into another person’s account before death? nc

What can I do if I have evidence someone forged my parent’s signature on checks or moved money into another person’s account before death? – North Carolina Short Answer In North Carolina, suspected forged checks or last-minute transfers before death can be addressed through a mix of probate steps and, when needed, a separate civil…

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Probate Q&A Series ·

If the estate has no assets other than a potential wrongful death claim, do I still have to file an inventory and other probate forms? nc

If the estate has no assets other than a potential wrongful death claim, do I still have to file an inventory and other probate forms? – North Carolina Short Answer Usually, yes. In North Carolina, once a Clerk of Superior Court appoints an administrator and issues letters, the estate file typically stays on the clerk’s…

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