Probate Q&A Series

Can I legally enter or check on the decedent’s property while the estate is being contested, and what should I show if law enforcement is called? – North Carolina

Short Answer

Usually, no. In North Carolina, once an estate is opened, the person with legal authority to enter, secure, and control the decedent’s property is typically the court-appointed personal representative (executor/administrator), not a potential heir or someone holding a different will. If law enforcement is called, the safest documentation to show is proof of legal authority (letters testamentary/letters of administration) or a written authorization from the personal representative; having a copy of a will alone often does not prove a right to enter.

Understanding the Problem

In North Carolina probate, can a person who believes a newer will exists enter the decedent’s home to check on the property while another relative has already opened the estate under an older will? If the estate is being contested, what documents show lawful authority to be on the property if law enforcement responds to a call about someone entering or being on the premises?

Apply the Law

In North Carolina, the estate is administered under the supervision of the Clerk of Superior Court. Once the Clerk appoints a personal representative and issues authority to act, that personal representative has the primary duty to protect and preserve estate assets and is typically the person who can lawfully secure the decedent’s residence and control access. If a will contest (a “caveat”) is filed, the Clerk issues an order that restricts distributions and commissions but still requires the personal representative to preserve estate property during the contest.

Key Requirements

  • Legal authority to possess/control the property: Entry is safest when it is based on recognized authority (letters issued by the Clerk) or permission from the person who holds that authority.
  • Preservation of estate assets during a contest: Even while a caveat is pending, the personal representative must preserve estate property and keep required accountings current.
  • Avoid “self-help” entry that looks like trespass: Without authorization, entering or remaining can create criminal and civil risk, especially if someone in charge has told the person not to enter or the property is posted.

What the Statutes Say

Analysis

Apply the Rule to the Facts: Here, a relative has already opened the estate under an older will, and the client has a newer “homemade” will and plans to challenge the older will. Until the Clerk changes who is in charge (or a court order says otherwise), the personal representative appointed in the opened estate is usually the person with the clearest legal right to control access to the decedent’s property. If the client enters without that authorization, the situation can quickly look like trespass or an attempted “self-help” takeover, even if the client believes the newer will should control.

What to show if law enforcement is called

  • Best document: A copy of the letters testamentary or letters of administration showing the person’s appointment as personal representative (or showing that the person present is acting at that representative’s direction).
  • Next best: Written permission from the personal representative (text/email can help, but a signed note is better) stating who is allowed to enter, for what purpose (for example, “check HVAC for leaks”), and for what timeframe.
  • Helpful but usually not enough by itself: A copy of a will naming someone as executor or beneficiary. A will often does not grant immediate authority to enter until the Clerk admits it to probate and issues letters.
  • Also helpful: A copy of any filed caveat or Clerk’s order in the caveat (to show the dispute is in court), plus identification matching the name on the letters/authorization.

Process & Timing

  1. Who files: An “interested person” typically files the will contest (caveat). Where: The Clerk of Superior Court in the county where the estate is opened. What: A caveat filed in the estate file. When: Often within three years after probate in common form, though exceptions can apply for minors or incompetency.
  2. Immediate effect on the estate: After the caveat is filed, the Clerk issues an order that restricts distributions and commissions and directs the personal representative to preserve estate assets while the case proceeds.
  3. How to address property-access disputes: If the parties cannot agree on how to secure, access, or manage estate assets during the caveat, a party can request the Clerk to decide those issues (often after notice and a hearing). The goal is to avoid “self-help” and create a clear paper trail for access and preservation steps.

Exceptions & Pitfalls

  • “I’m in the newer will” is not the same as “I have authority today”: Being named in a later will (or believing a later will is valid) does not automatically create a right to enter the home once an estate is opened under a different will.
  • Do not change locks or remove property without authority: Even “just securing the house” can be viewed as taking control or interfering with estate assets if done without the personal representative’s permission or a court order.
  • Posted property or a direct warning raises risk: If the property is posted or someone in charge has told a person not to enter, entering can trigger trespass exposure under North Carolina law.
  • Use the Clerk as the referee when needed: During a caveat, disputes about the location, use, and preservation of assets can be brought to the Clerk for a decision rather than handled informally.

Conclusion

In North Carolina, while an estate is being contested, the safest assumption is that only the court-appointed personal representative (or someone acting with that representative’s written permission) has clear authority to enter and control the decedent’s property. A copy of a will alone often does not prove a right to enter. The most important next step is to file the caveat (if appropriate) with the Clerk of Superior Court and, if access is needed to preserve property, seek written authorization or a Clerk-approved process rather than entering without permission.

Talk to a Probate Attorney

If a will is being contested and there is concern about securing the decedent’s home without creating trespass risk, our firm has experienced attorneys who can help explain options, paperwork, and timelines in North Carolina probate. 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.