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Probate Q&A Series ·

How do I pay the certification fee and request certified copies for my year’s allowance order online? NC

How do I pay the certification fee and request certified copies for my year’s allowance order online? – North Carolina Short Answer In North Carolina, certified copies for a year’s allowance (often handled using the AOC “Application and Assignment Year’s Allowance” form) are usually issued by the Clerk of Superior Court in the estate county,…

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Probate Q&A Series ·

How do retirement account beneficiary designations affect my ability to access information or benefits as the surviving spouse? NC

How do retirement account beneficiary designations affect my ability to access information or benefits as the surviving spouse? – North Carolina Short Answer In North Carolina, a retirement account beneficiary form usually controls who gets the benefit, and many retirement accounts pass outside probate. If the surviving spouse is not the named beneficiary, the spouse…

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Wrongful Death ·

Who should speak with the trooper, the sheriff, and the insurance companies about the crash, and should I avoid talking to them while represented? NC

Who should speak with the trooper, the sheriff, and the insurance companies about the crash, and should I avoid talking to them while represented? – North Carolina Short Answer In North Carolina wrongful death cases, it is usually best for the estate’s attorney to handle substantive communications with the trooper/sheriff and with any insurance company…

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Probate Q&A Series ·

What happens if the estate does not have enough funds to cover our medical bill, and can we seek payment from insurance or other sources? NC

What happens if the estate does not have enough funds to cover our medical bill, and can we seek payment from insurance or other sources? – North Carolina Short Answer In North Carolina, if an estate is insolvent (not enough assets to pay all valid debts), the personal representative must pay claims in a statutory…

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Probate Q&A Series ·

What steps can I take if checks from a decedent’s account are deposited twice into estate funds or go missing without a clear paper trail? NC

What steps can I take if checks from a decedent’s account are deposited twice into estate funds or go missing without a clear paper trail? – North Carolina Short Answer In North Carolina, a personal representative can usually address missing or duplicated check deposits by rebuilding the paper trail (bank statements, deposit images, and item…

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Probate Q&A Series ·

Can I force the insurance company to release policy funds through the beneficiary’s estate? NC

Can I force the insurance company to release policy funds through the beneficiary’s estate? – North Carolina Short Answer Usually, no. Under North Carolina practice, if the named beneficiary died before the insured and there is no valid contingent beneficiary, the life insurance proceeds are typically payable to the insured’s estate—not “through” the deceased beneficiary’s…

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Probate Q&A Series ·

How do I find and identify unknown bank accounts or insurance policies in a probate case? NC

How do I find and identify unknown bank accounts or insurance policies in a probate case? – North Carolina Short Answer In North Carolina, the estate’s personal representative (the administrator in an intestate estate) has a duty to locate, collect, and safeguard the decedent’s assets, including unknown bank accounts and insurance policies. The usual approach…

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Probate Q&A Series ·

How can I get authority to manage my deceased parent’s bank account and finances when there is no will? NC

How can I get authority to manage my deceased parent’s bank account and finances when there is no will? – North Carolina Short Answer In North Carolina, a bank generally will not allow anyone to access a deceased person’s individual accounts until a court-appointed personal representative has authority from the Clerk of Superior Court. When…

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Probate Q&A Series ·

How do I dispute my sibling’s actions as executor? NC

How do I dispute my sibling’s actions as executor? – North Carolina Short Answer In North Carolina, most disputes about what an executor is doing (or not doing) get raised in the estate file with the Clerk of Superior Court. A common first step is to request the estate paperwork (inventory and accountings) and then…

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Probate Q&A Series ·

What are my duties and deadlines as executor of my father’s estate after receiving his inheritance? NC

What are my duties and deadlines as executor of my father’s estate after receiving his inheritance? – North Carolina Short Answer In North Carolina, an executor (called a “personal representative”) must collect and safeguard estate assets, notify creditors, pay valid debts and expenses in the proper order, and then distribute what remains to the beneficiaries.…

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Attorney Jared Pierce
Attorney Jared Pierce
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