Estate Planning Q&A Series

How do I confirm that my will has actually been filed and accepted? – North Carolina

Short Answer

In North Carolina, a will is usually not “filed and accepted” with the court while the person is alive. Most wills are kept by the person (or the drafting attorney) and are only filed with the Clerk of Superior Court after death as part of the probate process. To confirm what has happened, the key question is whether the will was placed in the clerk’s safekeeping depository during life, or whether it has been submitted for probate after death.

Understanding the Problem

Under North Carolina estate planning practice, the issue is how to verify whether a will has been delivered to the right place and processed in the right way. A common point of confusion is that a will can be signed and valid without being “on file” anywhere, and the Clerk of Superior Court generally becomes involved only when a will is offered for probate after death. The decision point is whether the will was deposited for safekeeping during life or whether it has been submitted to the Clerk of Superior Court for probate and accepted into an estate file.

Apply the Law

In North Carolina, the Clerk of Superior Court (acting as the judge of probate) has jurisdiction over probate and estate administration. A living person may deposit a will with the Clerk of Superior Court in the county for safekeeping, but that is optional and is different from probate. After death, the will is “accepted” in the practical sense when it is offered for probate and the clerk issues a probate/certification and opens (or adds it to) an estate file.

Key Requirements

  • Know which “filing” is being discussed: Safekeeping deposit during life is different from probate after death.
  • Use the correct office: Probate matters are handled through the North Carolina Clerk of Superior Court in the proper county.
  • Look for the confirming document: For a deposited will, confirmation is a receipt or record of deposit; for a probated will, confirmation is an estate file number and a probate/certificate issued by the clerk.

What the Statutes Say

Analysis

Apply the Rule to the Facts: The facts describe a follow-up after speaking with the attorney about a will being “filed.” In North Carolina, that usually means one of two things: (1) the will was signed and stored (often with the attorney or at home), or (2) the will was deposited with the Clerk of Superior Court for safekeeping under the depository statute. Unless there has been a death and a probate filing, there typically is no court “acceptance” to confirm beyond a safekeeping deposit record.

Process & Timing

  1. Who checks: The person who made the will (or an authorized agent/attorney). Where: The Clerk of Superior Court in the county where the will may have been deposited for safekeeping, or (after death) the county where the estate is being administered. What: Request confirmation of (a) a will deposit for safekeeping, or (b) an estate file number and whether the will has been admitted to probate.
  2. How confirmation usually works: For safekeeping deposits, the clerk’s office can confirm whether a will is in the depository and what is required to withdraw it (access is restricted until probate). For probate, the clerk’s office can confirm whether an estate file exists and whether the will is in the file and has been probated.
  3. What “accepted” looks like after death: The clerk opens an estate file and issues probate documentation (often reflected by an estate file number and clerk-issued certificates/certified copies). Those are the practical proof points that the will has been filed and accepted for probate.

Exceptions & Pitfalls

  • A will can be valid even if it was never deposited with the clerk during life; many valid wills are never “on file” anywhere until death.
  • Calling it “filed” can cause confusion: a will kept in an attorney’s vault is not the same as a will deposited with the clerk, and neither is the same as a will admitted to probate.
  • County matters: safekeeping deposits are county-by-county, and probate is handled through the Clerk of Superior Court with jurisdiction over the estate.
  • After death, waiting too long to offer the will for probate can create title and administration complications, even if the will is ultimately located.

Conclusion

In North Carolina, a will usually is not “filed and accepted” by a court while the person is alive. The main ways to confirm status are (1) verifying whether the will was deposited for safekeeping with the Clerk of Superior Court under N.C. Gen. Stat. § 31-11, or (2) after death, confirming an estate file exists and the will has been admitted to probate by the Clerk of Superior Court. Next step: contact the Clerk of Superior Court in the correct county and request confirmation of the deposit or the estate file number, and act promptly if a probate deadline is in play.

Talk to a Estate Planning Attorney

If there is uncertainty about whether a North Carolina will was deposited with the clerk, stored by counsel, or actually submitted for probate, an estate planning attorney can help confirm the status and identify the right county office and paperwork. 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.