Probate Q&A Series

What is the safest way to send an original will so it doesn’t get lost and there’s proof it was received? – North Carolina

Short Answer

In North Carolina, the safest approach is to avoid ordinary mail and use a tracked, signature-required delivery method (or hand delivery) with a clear paper trail. Before sending, make a complete copy and document the chain of custody (what was sent, when, by whom, and to whom). Because the original will is typically needed for routine probate, the goal is secure delivery to current counsel (and then to the Clerk of Superior Court) with proof of receipt and minimal handling.

Understanding the Problem

In North Carolina probate, the key question is how to transfer an original will from one custodian (such as a prior attorney) to current counsel in a way that reduces the risk of loss and creates reliable proof that the document was received. The concern usually arises when a parent has died, the original will was expected to be filed with the Clerk of Superior Court, and it turns out the original is still in someone else’s possession. The decision point is whether to use hand delivery or a carrier method that creates a verifiable record of delivery and condition.

Apply the Law

North Carolina probate is handled through the Clerk of Superior Court (Estates). In most routine cases, the Clerk expects the will offered for probate to be the original instrument with original signatures, not a photocopy. If an original will is lost or destroyed, probate can become more complicated and may require additional proof, so careful handling and documented transfer of the original matters.

Key Requirements

  • Preserve the “original” status: Keep the will intact (no staples removed, no extra markings, no scanning that damages seals), because the probate process generally relies on the original signed document.
  • Create a clear chain of custody: Document who had the will, when it was transferred, how it was packaged, and who signed for it, so there is evidence if questions arise later.
  • Plan for probate filing with the Clerk: Current counsel typically needs the original to deliver it to the Clerk of Superior Court in the proper county and to move the estate forward without avoidable delays.

What the Statutes Say

Analysis

Apply the Rule to the Facts: Here, a prior attorney may still have the original will for a deceased parent, and the will was not filed as expected. Because the original signed will is typically needed for a straightforward probate filing, the safest plan is a documented transfer to current counsel that minimizes handling and creates proof of receipt. A complete copy and a written transmittal record help preserve evidence of what was sent and when.

Process & Timing

  1. Who sends: The current custodian of the original will (often the prior attorney). Where: To current counsel’s office in North Carolina (and then to the Clerk of Superior Court, Estates, in the proper county). What: The original will in a sealed inner envelope plus an outer shipping envelope, with a transmittal letter describing the document and the number of pages. When: As soon as practical after confirming current counsel is ready to receive and secure it.
  2. Use a delivery method that creates proof: Prefer hand delivery with a written receipt, or a commercial carrier service with tracking plus adult signature required. Keep the tracking number, delivery confirmation, and a copy of the transmittal letter in the file.
  3. Confirm receipt and condition: Current counsel should confirm in writing that the package was received, identify what was inside, and note any visible issues (for example, torn pages or missing attachments) so the record is clear before filing with the Clerk.

Exceptions & Pitfalls

  • Sending the only original by ordinary mail: Regular mail may not provide reliable tracking, signature capture, or insurance documentation, which can create major problems if the will goes missing.
  • Not copying the will first: A complete copy (including any self-proving affidavit pages, notary pages, and attachments) helps prove contents and condition if the original is later disputed or damaged.
  • Breaking the “chain of custody”: Passing the will through multiple people, removing staples, or mixing it with other papers can create questions later about whether the document is complete and unchanged.
  • Assuming a copy will be enough: While North Carolina law has limited paths for dealing with lost or destroyed wills in certain situations, relying on a copy can add steps, delay, and conflict. A secure transfer of the original usually avoids that.

For more context on what happens when the original cannot be located, see our post on starting probate without the original will.

Conclusion

In North Carolina, the safest way to send an original will is to use hand delivery with a written receipt or a tracked carrier service with adult signature required, backed up by a complete copy and a clear transmittal record. Because the Clerk of Superior Court typically expects the original signed will for routine probate, protecting the document and documenting receipt can prevent delays and disputes. Next step: have the current custodian deliver the original to current counsel using signature-required tracking and keep the delivery confirmation for the estate file.

Talk to a Probate Attorney

If a prior attorney still has the original will for a deceased parent and the goal is to get it safely to current counsel for proper filing, our firm has experienced attorneys who can help explain options and timelines. Call us today at [CONTACT NUMBER].

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.