Probate Q&A Series

What can I do if I think other family members changed the will or forged signatures after my parent died? – North Carolina

Short Answer

In North Carolina, a will cannot be “changed” after death in a way that becomes legally valid unless it meets the legal requirements for a will or codicil. If there is a concern that the will on file is not authentic (for example, a forged signature, improper witnessing, or undue influence), the main tool is a will contest called a caveat filed with the Clerk of Superior Court, generally within three years after the will is admitted to probate in common form. A practical first step is to get certified copies of the will and the probate file from the Clerk to confirm what was filed and when.

Understanding the Problem

In North Carolina probate, the key question is: can an interested family member challenge the will that was filed after a parent’s death because it appears altered, substituted, or signed incorrectly. The issue usually comes up when an estate file exists in the county Clerk of Superior Court, but the will being administered does not match what family members expected, or the signature and witness information looks suspicious. The decision point is whether the concern is serious enough to move from requesting records to starting a formal challenge to the will’s validity in the estate file.

Apply the Law

North Carolina typically admits wills to probate through an ex parte process in front of the Clerk of Superior Court (often called probate in “common form”), meaning the will can be accepted without advance notice to all heirs. Once a will is admitted, North Carolina law allows an “interested party” to contest whether that document is truly the decedent’s valid will by filing a caveat in the estate file. A caveat is the procedure used to litigate issues like forgery, lack of proper execution, lack of capacity, or undue influence, and it can result in the dispute being transferred for a jury trial in Superior Court.

Key Requirements

  • Standing (interest in the estate): The person filing must be a “party interested” in the estate (for example, someone who would inherit if the will is invalid, or someone named in a different will).
  • Timely filing: For a will admitted to probate in common form, a caveat generally must be filed within three years after probate (with special timing rules for minors and certain incapacitated persons).
  • Valid grounds to challenge the will: The challenge must focus on why the document should not be treated as the decedent’s valid will (such as forgery, improper signing/witnessing, or undue influence), not simply dissatisfaction with the distribution.

What the Statutes Say

Analysis

Apply the Rule to the Facts: The facts describe a request for copies of two deceased parents’ wills and estate filings from public records in North Carolina, with a goal of locating the actual will(s), not just general “estate” paperwork. That fits the usual first step in a suspected-forgery or suspected-substitution situation: confirm what document was filed, when it was admitted to probate, and whether there are multiple filings (for example, an earlier will, a later will, or a missing-original issue). If the estate file shows a will admitted to probate that appears altered or improperly executed, the next legal step is typically evaluating whether an interested party should file a caveat within the statutory time window.

Process & Timing

  1. Who requests records: Any member of the public can usually request copies. Where: The Clerk of Superior Court in the county where the estate was opened. What: Request the complete estate file, including the will/codicils, the application for probate, witness affidavits (if any), and orders admitting the will to probate. When: As soon as the concern arises, because the caveat deadline is tied to the probate date.
  2. Confirm the probate posture: Determine whether the will was probated in common form (most cases) or in solemn form (less common). This matters because solemn-form probate can cut off later caveats for parties who were properly served.
  3. If a challenge is needed: File a caveat in the decedent’s estate file with the Clerk of Superior Court, then complete service on interested parties. After filing, the matter is transferred to Superior Court for trial, and the court aligns parties (supporting the will versus challenging it) before the case proceeds.

Exceptions & Pitfalls

  • Probate in solemn form can bar later challenges: If the will was probated in solemn form and an interested person was properly served, North Carolina law can bar that person from later filing a caveat.
  • Confusing “missing will” issues with “forgery” issues: Sometimes the problem is that the original will cannot be located, or a different version exists. The strategy and proof can differ depending on whether the claim is alteration/forgery versus a missing-original or later-will situation.
  • Not tying the claim to will validity: A caveat targets whether the document is a valid will (execution, capacity, undue influence, authenticity). Complaints about fairness or family conflict alone do not invalidate a will.
  • Delay while gathering documents: Records requests are important, but they do not stop estate administration. If distributions are moving forward, counsel may need to act quickly to protect the estate while the investigation continues.

Conclusion

In North Carolina, suspected post-death changes, forged signatures, or a substituted will are usually addressed by filing a caveat to challenge whether the will admitted to probate is valid. The practical starting point is obtaining the complete estate file from the Clerk of Superior Court to confirm what was filed and the probate date. In most common-form probates, the key deadline is that a caveat generally must be filed within three years after the will is probated. The next step is to request the full estate file from the Clerk and evaluate whether to file a caveat before the deadline.

Talk to a Probate Attorney

If there are concerns that a parent’s will was altered, substituted, or signed improperly after death, a probate dispute can move quickly once the will is admitted and the estate starts administering assets. Our firm has experienced attorneys who can help review the estate file, explain caveat deadlines, and map out options for protecting an inheritance claim. Call us today at [919-341-7055]. For background, see getting a complete copy of a deceased parent’s will and probate filings and how to contest a will.

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.