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What records do I need to prepare an estate inventory? | NC

Pierce Law Group

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Q: What records do I need to prepare an estate inventory? A: In North Carolina, you need records that identify each estate asset and show its value as of the date of death. Start with the personal representative’s letters of authority, the estate file number, the death certificate, and the will or any codicils. Then gather date-of-death statements for bank accounts, credit union accounts,…

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