Category Archives: Probate Process

What is a Letter Testamentary/Letter of Administration?

By Sabrina Winters

If you have been nominated in a person’s Last Will and Testament as the Executor (the person whom collects the assets and distributes them and manages the estate) you will not be able to perform your duties unless you have been appointed by the Court as the Executor.  Your appointment is reflected through the Letter [...]

  • Twitter
  • Facebook
  • Yahoo Buzz
  • LinkedIn
  • Reddit
  • Delicious
  • Digg
  • StumbleUpon
  • Technorati Favorites
  • Share/Bookmark

North Carolina Probate Administration

By Sabrina Winters

So what is probate anyway? In a nutshell, probate is a legal process that takes place after someone dies. Here are some common issues that I have seen come up in probate administration: -proving in court that a deceased person’s will is valid -identifying and inventorying the deceased person’s property -paying debts and taxes, and [...]

  • Twitter
  • Facebook
  • Yahoo Buzz
  • LinkedIn
  • Reddit
  • Delicious
  • Digg
  • StumbleUpon
  • Technorati Favorites
  • Share/Bookmark

Initial Documents Required to File a Probate in North Carolina

By Sabrina Winters

The initial documents and information that are required by the State of North Carolina to file a Probate are as follows: 1.  The original Last Will and Testament; 2.  All the full names, mailing addresses and ages of each Beneficiary named in the Last Will and Testament; 3.  Application for Letters Testamentary; 4. Oath of Office; 5. Bond (if required); [...]

  • Twitter
  • Facebook
  • Yahoo Buzz
  • LinkedIn
  • Reddit
  • Delicious
  • Digg
  • StumbleUpon
  • Technorati Favorites
  • Share/Bookmark

Federal Tax Identification Number for an Estate Account

By Sabrina Winters

Once the Letters Testamentary have been issued by the Clerk of the Court, the Executor is responsible for obtaining what is called a Federal Tax Identification Number (IRS Form SS-4). This number is similar to a Social Security number issued to an Individual person. It will be used when the Executor opens an Estate Account [...]

  • Twitter
  • Facebook
  • Yahoo Buzz
  • LinkedIn
  • Reddit
  • Delicious
  • Digg
  • StumbleUpon
  • Technorati Favorites
  • Share/Bookmark