Probate Q&A Series

Opening Probate for an Intestate Estate in North Carolina

When someone dies without a valid will in North Carolina, they leave what’s called an intestate estate. The state’s intestacy laws determine who inherits and how assets pass. To administer an intestate estate, you must formally open probate with the Clerk of Superior Court.

1. Identify the Personal Representative

North Carolina law allows certain family members to serve as the personal representative (sometimes called the administrator) of an intestate estate. Priority follows this order: surviving spouse, children, parents, siblings, nieces and nephews, and more distant heirs. See N.C.G.S. § 28A-6-1.

2. Prepare and File the Petition

The personal representative must file a Petition to Administer an Estate in the county where the decedent lived at death. The petition must include:

  • Decedent’s name, date of death, and last residence
  • Names and addresses of heirs at law
  • Value and description of estate property
  • Requested qualification as personal representative (administrator)

You file this under N.C.G.S. § 28A-6-2. The clerk will issue Letters of Administration once you qualify.

3. Post Bond (if required)

In many intestate estates, the clerk requires a surety bond to protect heirs and creditors. Bond amounts generally equal the estate’s probable value. See N.C.G.S. § 28A-11-1. Some close relatives may qualify for bond waiver.

4. File the Oath of Personal Representative

After bond approval, you sign and file an Oath of Personal Representative promising to administer the estate faithfully. At that point, the court issues formal Letters of Administration.

5. Give Notice to Creditors

Under N.C.G.S. § 28A-14-1, you must publish a notice in a local newspaper and mail written notice to known creditors. Creditors then have at least 90 days after publication to present claims.

6. Inventory Estate Property

You must file an Inventory and Appraisement within 90 days of qualification. This document lists all real and personal property of the decedent. See N.C.G.S. § 28A-13-2.

7. Determine Heirs and Distribute Assets

North Carolina’s intestacy statutes (Chapter 29) outline how assets pass to heirs. You prepare a proposed distribution plan and file a final report and accounting with the court.

Once the court approves your final accounting and distribution, the court discharges you and closes the estate.

Key Documents and Steps at a Glance

  • Petition to Administer an Estate (N.C.G.S. § 28A-6-2)
  • Statement of Family and Separate Property (N.C.G.S. § 28A-3-3)
  • Bond or Bond Waiver (N.C.G.S. § 28A-11-1)
  • Oath of Personal Representative
  • Letters of Administration issued by Clerk
  • Notice to Creditors (N.C.G.S. § 28A-14-1)
  • Inventory and Appraisement (N.C.G.S. § 28A-13-2)
  • Final Account and Petition for Distribution

Handling an intestate estate can feel overwhelming. Pierce Law Group has attorneys with years of probate experience who guide families through each step. Contact us to protect your loved one’s legacy and fulfill legal requirements.

Email us at intake@piercelaw.com or call (919) 341-7055.