Estate Planning Q&A Series

Do the witnesses need to watch me sign at the same time, or can they sign separately? – North Carolina

Short Answer

Under North Carolina law, the witnesses do not have to watch the will signing at the same time, and they do not have to sign in each other’s presence. The testator must sign or acknowledge the will in each witness’s presence, and each witness must sign in the testator’s presence. Any person who is legally competent to be a witness in North Carolina may serve as a will witness, which usually means an adult who understands the duty to tell the truth.

Understanding the Problem

The narrow question here is: under North Carolina estate planning law, must both will witnesses be present together and watch the testator sign, or may they participate at different times, signing separately? The related concern is what the law requires for witnesses, including whether there is a minimum age and whether both witnesses must meet the same standard of competence. This question focuses on the formalities for executing an attested written will in North Carolina, not on other estate planning documents or laws from any other state.

Apply the Law

North Carolina recognizes an attested written will when the testator and at least two competent witnesses follow specific signing and acknowledgment rules. The main forum that later checks these formalities is the clerk of superior court in the county where the estate is administered, during the probate process. Timing matters because the will must be properly executed while the testator is alive and of sound mind, and any later challenge will look closely at how the signing and witnessing occurred.

Key Requirements

  • Proper execution of the will: The testator must sign the will (or direct someone to sign in the testator’s presence) with the intent for it to be the testator’s will.
  • Signifying the will to at least two competent witnesses: The testator must either sign in each witness’s presence or acknowledge an earlier signature to each witness, and this can occur separately for each witness.
  • Witnesses signing in the testator’s presence: Each witness must sign the will in the presence of the testator, but the witnesses do not have to sign at the same time or in each other’s presence, and each must be legally competent to be a witness generally in North Carolina.

What the Statutes Say

Analysis

Apply the Rule to the Facts: For a North Carolina will, the testator must sign (or acknowledge a prior signature) and have at least two competent witnesses sign. The law allows the testator to acknowledge the will to each witness separately, and the witnesses need not sign together. Each witness must sign in the testator’s presence, and both must be competent witnesses under North Carolina rules, which usually excludes young children or anyone who does not understand the obligation to tell the truth.

Process & Timing

  1. Who files: After death, the personal representative or an interested party files the will. Where: With the clerk of superior court in the North Carolina county where the decedent lived. What: The original signed will and any supporting probate forms provided by the clerk’s office. When: As soon as practical after death; delays can complicate administration, and there can be timing considerations for related estate procedures.
  2. The clerk of superior court reviews the will to confirm that it appears properly executed, including signatures of the testator and at least two witnesses. If the will is self-proved with notarized affidavits, the clerk often relies on that; if not, the clerk may require a witness or other proof of execution, which can extend the process.
  3. Once the clerk accepts the will, the estate is opened, and the clerk issues documents appointing a personal representative. Those documents authorize the representative to collect assets and move forward with administration under North Carolina probate procedures.

Exceptions & Pitfalls

  • If one or both witnesses are not competent under North Carolina law (for example, very young children or people who cannot understand the obligation to tell the truth), the will’s validity can be challenged.
  • If a witness signs the will but the testator is not actually present when the witness signs, the formal requirement that witnesses sign in the testator’s presence may not be met.
  • Relying only on an informal or holographic document instead of following attested will formalities can lead to litigation over whether the document qualifies as a valid will at all.
  • Failure to keep updated contact information for witnesses can cause proof problems later if the will is not self-proved and the clerk needs testimony about how it was executed.

Conclusion

Under North Carolina law, an attested written will must be signed by the testator and by at least two competent witnesses, but those witnesses do not have to be together or sign at the same time. The testator can sign or acknowledge the will separately to each witness, and each witness must sign in the testator’s presence. The most important step is to arrange for two competent witnesses and follow these presence and signing rules carefully when executing the will.

Talk to a Estate Planning Attorney

If you are dealing with questions about who can witness a will and how to handle the signing process under North Carolina law, our firm has experienced attorneys who can help you understand your options and timelines. Call us today at (919) 341-7055.

Disclaimer: This article provides general information about North Carolina law based on the single question stated above. It is not legal advice for your specific situation and does not create an attorney-client relationship. Laws, procedures, and local practice can change and may vary by county. If you have a deadline, act promptly and speak with a licensed North Carolina attorney.