Probate Q&A Series

How do I file a claim against an estate for unpaid caregiving services? – North Carolina

Short Answer

In North Carolina, unpaid caregiving services can sometimes be paid from a deceased person’s estate, but the caregiver usually must file a written creditor claim in the estate administration. The claim is typically delivered to the personal representative (the executor/administrator) and/or filed with the Clerk of Superior Court in the county where the estate is open. Timing matters: once the estate publishes its “notice to creditors,” many claims must be presented within that creditor period, and a rejected claim must be sued on within a short deadline.

Understanding the Problem

Under North Carolina probate law, can a caregiver be paid for services provided to a neighbor who later died without a will, and if so, what steps must be taken to present that request as a claim in the estate administration? The key decision point is whether the caregiving arrangement can be treated as a valid debt of the decedent (such as an agreement to pay, or a claim for the reasonable value of services), and then whether the claim is properly presented to the estate in the required way and on time through the Clerk of Superior Court process.

Apply the Law

When someone dies in North Carolina, debts are handled through an estate administration opened with the Clerk of Superior Court. A caregiver seeking payment generally proceeds as a creditor: the caregiver presents a written claim stating the amount sought and why it is owed. The personal representative reviews claims, may request supporting proof, and can allow or reject the claim. If the claim is rejected, the caregiver usually must file a civil lawsuit within a set period after receiving written notice of rejection, or the claim can be barred.

Key Requirements

  • A legally valid basis for payment: The claim should explain why the decedent owed money (for example, an agreement to pay for caregiving, or a claim for the reasonable value of services when payment was expected).
  • Proper presentment in writing: The claim should be in writing and include the amount (or how it is calculated), the basis for the claim, and the claimant’s contact information, and it must be delivered using an accepted method to the personal representative and/or filed with the Clerk where the estate is pending.
  • Meet the estate deadlines: Many claims must be presented within the creditor period after the estate’s first published notice to creditors, and if the personal representative rejects the claim, a lawsuit usually must be filed within a short deadline after written rejection notice.

What the Statutes Say

Note: North Carolina’s detailed “presentation of claims” rules for estates are primarily in Article 19 of Chapter 28A. Procedures and deadlines can be strict and can change, so the estate file and the published notice to creditors should be checked for the exact deadline that applies.

Analysis

Apply the Rule to the Facts: Here, the caregiving occurred over multiple years, and the neighbor died without a will. That usually means an “administrator” will be appointed and an estate file will be opened with the Clerk of Superior Court. If the caregiving was provided with an expectation of payment (and not purely as a gift), the next step is to present a written creditor claim to the administrator and/or file it with the Clerk in the county where the estate is pending, with enough detail and documentation to show what services were provided and how the amount is calculated.

Process & Timing

  1. Who files: the caregiver (as a creditor/claimant). Where: the Clerk of Superior Court in the county where the estate administration is pending and/or to the personal representative (administrator). What: a written creditor claim stating the amount claimed, the basis for the claim, and the claimant’s name and address, with supporting records attached when available. When: as soon as possible after learning an estate is open; if a notice to creditors has been published, the claim should be presented within the creditor period stated in that notice.
  2. Personal representative review: the administrator may ask for proof (for example, a summary of dates/hours, tasks performed, any texts/emails, invoices, or witnesses). The administrator can allow the claim, negotiate it, or reject it in writing.
  3. If rejected: the claimant generally must file a civil action within the statutory deadline after written notice of rejection, or the claim can be barred. If the claim is allowed, it is paid according to the estate’s statutory priority rules and available assets, which can affect timing and whether the claim is paid in full.

Exceptions & Pitfalls

  • “It was a gift” arguments: Family members or heirs may argue the caregiving was done out of kindness with no expectation of payment. Clear records and consistent communications can matter.
  • Vague or unsupported claims: A claim that does not explain the basis, dates, tasks, and calculation is easier to reject. A detailed ledger and any written communications often help.
  • Missing the rejection deadline: If the administrator rejects the claim and the claimant does not file suit within the required time after written notice, the claim may be barred even if it would otherwise be valid.
  • Estate solvency and priority: Even a valid claim may be paid only after higher-priority expenses and claims, and payment can be delayed until the creditor period ends and the administrator confirms available assets.

Conclusion

In North Carolina, a caregiver seeking payment after the person receiving care dies usually must proceed as a creditor and present a written claim in the estate administration opened with the Clerk of Superior Court. The claim should clearly state the amount sought, the basis for payment, and supporting details showing the services provided and why payment was expected. The most important next step is to file and deliver the written creditor claim promptly and, if the estate has published a notice to creditors, to do so within the deadline stated in that notice.

Talk to a Probate Attorney

If you’re dealing with an unpaid caregiving situation and need to file a claim in a North Carolina estate, our firm has experienced attorneys who can help explain the process, required documentation, and deadlines. 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.