Probate Q&A Series

Can a notary’s records be used to prove who witnessed the will signing? – North Carolina

Short Answer

Sometimes. In North Carolina, a notary’s journal entry or other notarial record can help confirm who was present and what was notarized, but it usually does not replace the probate proof the Clerk of Superior Court requires to admit a will. If the will is self-proved, the self-proving affidavit attached to the will typically eliminates the need to track down witnesses at all. If the will is not self-proved and witnesses cannot be located, the estate often must use alternative proof methods allowed by North Carolina probate procedure.

Understanding the Problem

In North Carolina probate, the key question is whether a notary’s records can be used to establish who the will’s attesting witnesses were when the will was signed. This issue usually comes up when a probate firm needs witness names or contact information, the drafting attorney’s file is incomplete, or the witnesses are hard to locate, and the notary is the only person who may have kept a record of the signing.

Apply the Law

North Carolina law allows wills to be admitted to probate through different proof routes depending on whether the will is “self-proved” and whether the attesting witnesses are available. A notary’s records can be useful evidence to identify witnesses and to support what happened at signing, but probate typically turns on the will itself (including any self-proving affidavit) and on witness testimony or substitute proof accepted by the Clerk of Superior Court.

Key Requirements

  • Identify the proof route: Determine whether the will includes a valid self-proving affidavit (which usually avoids witness tracking) or whether the estate must prove the will through witness affidavits or other substitute evidence.
  • Confirm who the “attesting witnesses” were: Probate proof generally focuses on the people who signed as witnesses to the will (not merely people present), and whether they can provide testimony or be treated as unavailable.
  • Use reliable substitute evidence when witnesses are unavailable: If witnesses cannot be found or cannot testify, North Carolina procedure can allow proof by handwriting and other evidence that satisfies the clerk, depending on the situation.

What the Statutes Say

Analysis

Apply the Rule to the Facts: Here, a probate firm is trying to confirm witness information for a will, and the notary was a prior client of another attorney. If the will contains a proper self-proving affidavit, the witness identities may already be on the will and the Clerk of Superior Court typically can admit the will without chasing witness testimony. If the will is not self-proved or the witness lines are unclear, the notary’s journal entry (if one exists) can help identify the people who appeared, the date, and what was notarized, but the clerk may still require the probate affidavits or substitute proof used when witnesses are unavailable.

Process & Timing

  1. Who files: The person offering the will for probate (often the named executor). Where: The Clerk of Superior Court (Estates) in the county where the estate is opened in North Carolina. What: The original will and the required probate application/affidavits used by that clerk’s office; if the will is not self-proved, the clerk commonly requires witness affidavits or the alternative affidavits used when witnesses are not available. When: As soon as practicable after death and once the original will is located; local practice can affect scheduling and what the clerk requests.
  2. Confirm whether the will is self-proved: If a self-proving affidavit is attached and properly completed, the clerk typically treats the will itself as the proof, and the witnesses usually do not need to be located.
  3. If witnesses are missing: If the will is not self-proved and witnesses cannot be found or cannot testify, the estate may need to document unavailability and provide substitute proof (often handwriting proof and other supporting evidence) that satisfies the clerk’s requirements for probate in that situation.

Exceptions & Pitfalls

  • A notary record may not exist: North Carolina does not treat every notarial act as automatically accompanied by a paper journal entry. If no journal was kept, the notary may only be able to testify from memory (if at all) or from other retained records.
  • Notarization is not the same as witnessing: A notary may notarize a self-proving affidavit, but the “attesting witnesses” are the people who signed the will as witnesses. Confusing these roles can lead to rejected affidavits or the wrong people being contacted.
  • Record access can require formal process: Some notarial records are not meant to be casually handed over, and certain notarial records may only be surrendered under a court order or as allowed by rule. When cooperation is not voluntary, a subpoena or court order may be needed.
  • Unavailability has to be shown: When witnesses cannot be found, the clerk typically expects a documented explanation of the search and why the witness is treated as unavailable, along with the substitute proof required in that scenario.

Conclusion

In North Carolina, a notary’s records can help confirm who appeared for a will-related notarization and may help identify the likely witnesses, but those records usually do not replace the proof the Clerk of Superior Court requires to admit a will. If the will is self-proved under North Carolina law, the self-proving affidavit attached to the will generally eliminates the need to locate witnesses. The next step is to file the original will with the Clerk of Superior Court and confirm whether it is self-proved before spending time tracking witnesses.

Talk to a Probate Attorney

If a probate matter depends on confirming who witnessed a will signing or locating missing witnesses, our firm has experienced attorneys who can help sort out the proof needed and the timelines for the Clerk of Superior Court. 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.