Probate Q&A Series

Can we still use an unprobated will to prove an heir’s interest in real property? – North Carolina

Short Answer

Usually, no—not by itself. In North Carolina, a will generally must be admitted to probate to be effective to pass title to real property, and an unprobated will often will not satisfy a title company, court, or register of deeds as proof of ownership.

That said, an unprobated will can still be important evidence to locate the correct heirs/devisees and to support opening (or re-opening) the proper probate process so the ownership interest can be established in the public record.

Understanding the Problem

In North Carolina probate practice, the key question is whether a descendant can rely on a will that has not been admitted to probate to show that a person received an ownership interest in real property. The practical issue usually comes up when a title problem needs to be fixed for a sale, refinance, partition, or family transfer, and the will exists but is not available in the online estate file.

Apply the Law

North Carolina treats probate as the main legal process for establishing that a will is valid and for creating the court record that third parties (like title insurers and buyers) rely on for real estate ownership. A will that is admitted to probate is effective to pass title, and North Carolina law also sets time-sensitive protections for purchasers and lien creditors who deal with the intestate heirs when a will has not been timely probated.

Key Requirements

  • A will must be admitted to probate to function as a title document: For real estate purposes, the will generally needs a certificate of probate (and often recording steps) so the transfer can be recognized in the chain of title.
  • Timing matters for protecting the devisees’ title against third parties: If a will is not probated (or at least offered for probate) within the statutory window, transfers by intestate heirs can gain protection against later claims under the will.
  • County recording steps can matter when land is in a different county: Even after probate, additional filing steps may be needed in the county where the real property is located to protect the devisee’s interest against purchasers and lien creditors.

What the Statutes Say

Analysis

Apply the Rule to the Facts: Here, the descendants need a copy of a will that is not scanned in the online court system to help prove an ownership interest in North Carolina real property. Under North Carolina practice, an unprobated will may help identify who should inherit under the document, but it usually will not serve as the final proof of ownership for real estate purposes unless the will is admitted to probate and the probate record is used to support the title chain. If the goal is to prove an ownership interest to a third party (like a buyer or title insurer), the next step is typically to obtain the will from the Clerk of Superior Court’s estate file (or other source) and complete the probate steps needed to create a certified probate record.

Process & Timing

  1. Who files: Typically the named executor, a devisee/beneficiary under the will, or another interested person. Where: The Clerk of Superior Court (Estates) in the county with jurisdiction over the estate. What: An application to probate the will (often in common form) and obtain a certificate of probate; if the will is not in the file, a request for a manual search and/or a certified copy from the Clerk’s records may be needed. When: As soon as the will is located—because timing can affect real property protections under North Carolina law.
  2. Build a record that works for real estate: If the land is in a different county than the probate, the probate record may need to be filed in the county where the property lies to protect the devisee’s interest against purchasers and lien creditors, consistent with the county-filing rule in N.C. Gen. Stat. § 31-39.
  3. Use certified documents for title work: For real property, the practical “proof” is usually a certified copy of the will and the certificate of probate (and any related estate documents) that can be recorded or provided to a title company.

Exceptions & Pitfalls

  • “Evidence” versus “title”: An unprobated will may be useful background evidence in negotiations or to guide a family’s next steps, but it often does not establish marketable title without probate and certified court records.
  • County mismatch: Even after probate, failing to file the required certified documents in the county where the land is located can create problems when a purchaser or lender checks the chain of title.
  • Late probate and third-party rights: If intestate heirs have already conveyed the property and the statutory time window has run, the will may not be effective against certain purchasers or lien creditors, which can change the strategy for resolving the title issue.

For readers dealing with heir-property and title cleanup issues, related guidance may also be helpful on an affidavit of heirship versus opening an estate and whether an estate must be opened to transfer property.

Conclusion

In North Carolina, an unprobated will usually is not enough to prove an ownership interest in real property for title purposes. A will generally needs to be admitted to probate so it becomes effective to pass title, and timing can matter under N.C. Gen. Stat. § 31-39—especially if third parties have relied on intestate heirs. The next step is to obtain a certified copy of the will (and the certificate of probate) from the Clerk of Superior Court and complete the probate steps needed to create a record that can be used for real estate.

Talk to a Probate Attorney

If a family needs to prove an ownership interest in real property and the will is not showing up in the online estate file, our firm has experienced attorneys who can help identify the right probate path, obtain the needed certified records, and address timing issues that can affect title. 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.