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Probate Q&A Series ·

What can I do if Google keeps denying my request for a decedent’s digital assets despite letters testamentary? NC

What can I do if Google keeps denying my request for a decedent’s digital assets despite letters testamentary? – North Carolina Short Answer In North Carolina, letters testamentary alone may not be enough to make a company disclose a decedent’s Google Photos. North Carolina’s digital-assets law allows a personal representative to request disclosure, but it…

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Probate Q&A Series ·

What steps and documents are needed to be appointed as an out-of-state co-administrator, and can any of it be done remotely? – NC

What steps and documents are needed to be appointed as an out-of-state co-administrator, and can any of it be done remotely? – North Carolina Short Answer In North Carolina, an out-of-state person can often serve as a co-administrator, but qualification happens through the Clerk of Superior Court (the estate division) in the county where the…

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Can a settlement include a set-aside fund to cover property-related claims and let any unused amount go back to the owner who keeps the home? NC

Can a settlement include a set-aside fund to cover property-related claims and let any unused amount go back to the owner who keeps the home? – North Carolina Short Answer Yes. In North Carolina, co-owners resolving a partition dispute can agree in a written settlement to set aside a fixed reserve to cover defined property-related…

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Guardianship Q&A Series ·

What can I do if I believe my parent was removed from the home without proper court approval during a guardianship case? – NC

What can I do if I believe my parent was removed from the home without proper court approval during a guardianship case? – North Carolina Short Answer In North Carolina, most placement and removal decisions in an adult guardianship case flow through the Clerk of Superior Court and the guardian’s authority. If a parent was…

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Surplus Funds Q&A Series ·

Can an asset recovery company legally collect the surplus funds for me, and what should I watch for before signing anything? – NC

Can an asset recovery company legally collect the surplus funds for me, and what should I watch for before signing anything? – North Carolina Short Answer Yes. In North Carolina, an asset recovery company can often help pursue foreclosure surplus funds if the rightful claimant signs an authorization or assignment, but the claimant is not…

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How do I notify banks and other institutions so they accept the updated power of attorney without delays? NC

How do I notify banks and other institutions so they accept the updated power of attorney without delays? – North Carolina Short Answer In North Carolina, delays usually happen because the institution cannot confirm that the power of attorney (POA) is currently effective, properly signed, and not revoked. The fastest approach is to deliver a…

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Probate Q&A Series ·

Do joint accounts and POD accounts belong on the estate inventory, and how do they affect beneficiary shares? – NC

Do joint accounts and POD accounts belong on the estate inventory, and how do they affect beneficiary shares? – North Carolina Short Answer In North Carolina, true joint accounts with right of survivorship and properly created payable-on-death (POD) accounts usually pass outside the will, so they generally do not increase what beneficiaries receive under the…

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Probate Q&A Series ·

How quickly can the court approve a temporary allowance or interim funds for my parent while the estate is pending? – NC

How quickly can the court approve a temporary allowance or interim funds for my parent while the estate is pending? – North Carolina Short Answer In North Carolina, a “year’s allowance” (often called a family allowance) is handled by the Clerk of Superior Court and can sometimes be approved quickly once a proper petition is…

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