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Probate Q&A Series ·

Will banks and agencies accept the current letters, or should I wait for corrected ones before handling estate business? NC

Will banks and agencies accept the current letters, or should I wait for corrected ones before handling estate business? – North Carolina Short Answer In North Carolina, most banks and agencies will only act when the personal representative presents a certified copy of currently valid Letters Testamentary or Letters of Administration issued by the Clerk…

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Real Estate Q&A Series ·

How do I schedule separate signings for multiple parties and attorneys at closing? – NC

How do I schedule separate signings for multiple parties and attorneys at closing? – North Carolina Short Answer In North Carolina, separate signings (sometimes called “split closings”) are usually workable if the closing attorney controls the signing plan, each signer’s identity and notarization requirements are met, and the attorney can still record the documents and…

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Real Estate Q&A Series ·

How do I protect my personal belongings from an appraiser or potential buyer’s agent during inspection? – NC

How do I protect my personal belongings from an appraiser or potential buyer’s agent during inspection? – North Carolina Short Answer In North Carolina, a seller can protect personal belongings during an appraisal or buyer’s agent inspection by controlling access, limiting what areas are available to enter, and removing or locking up valuables before any…

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Real Estate Q&A Series ·

How can I properly complete and submit a successor in interest form without taking on unexpected liability? – NC

How can I properly complete and submit a successor in interest form without taking on unexpected liability? – North Carolina Short Answer In North Carolina, a “successor in interest” package for a mortgage servicer usually proves the right to deal with the loan (access information, discuss loss mitigation, and keep payments credited) after the borrower…

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Probate Q&A Series ·

What steps ensure that all required court documents are properly filed before distributing estate assets? – NC

What steps ensure that all required court documents are properly filed before distributing estate assets? – North Carolina Short Answer In North Carolina, estate assets generally should not be distributed until the personal representative can confirm the estate file is complete (including any orders that affect who gets paid), required filings have been made (especially…

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Probate Q&A Series ·

What is required to inventory and transfer my sibling’s vehicles and personal property in probate? – NC

What is required to inventory and transfer my sibling’s vehicles and personal property in probate? – North Carolina Short Answer In North Carolina probate, the estate’s personal representative must identify, safeguard, and list (inventory) the decedent’s vehicles and other personal property with the Clerk of Superior Court, then transfer or sell those items using the…

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