Guardianship Q&A Series

Can I handle a guardianship case mostly by phone or remotely if I’m out of state? – North Carolina

Short Answer

Sometimes, but not always. In North Carolina, adult guardianship cases are handled through the Clerk of Superior Court in the county where the case is properly filed, and the clerk controls whether hearings and testimony can happen by phone or video. Many steps (paperwork, gathering records, working with the court-appointed participants) can often be done remotely, but at least some parts of the case may still require in-person attendance depending on the county, the judge/clerk’s preferences, and what issues are disputed.

Understanding the Problem

Can a person who lives outside North Carolina start and manage a North Carolina guardianship case for a parent who lives in North Carolina without traveling back and forth? In a North Carolina adult guardianship, the key decision point is whether the Clerk of Superior Court will allow remote participation for hearings and required steps, or require in-person appearance for some or all of the proceeding.

Apply the Law

North Carolina adult guardianship is a court-supervised process run in the Estates/Guardianship division of the Clerk of Superior Court. The case is county-based, and the county where the case is filed matters because that clerk’s office sets local procedures for scheduling, evidence, and whether remote appearances are allowed. Even when a petitioner lives out of state, the clerk can still consider that person for appointment, but the clerk must be satisfied that the proposed guardian is suitable and that the plan for care and decision-making is workable.

Key Requirements

  • Proper county (venue): The case must be filed in the correct North Carolina county for the type of guardianship requested, which controls which Clerk of Superior Court will hear it.
  • Court involvement and evidence: The clerk holds a hearing and receives evidence to decide what type of guardianship is needed and who should serve.
  • Suitability review: The clerk may require an investigation or report about the proposed guardian’s suitability, which can include practical concerns like availability, communication, and ability to manage the ward’s needs from a distance.

What the Statutes Say

Analysis

Apply the Rule to the Facts: Here, the goal is a North Carolina guardianship for a parent who lives in a different jurisdiction than the adult child. Because the case is handled by the Clerk of Superior Court in the proper North Carolina county, the out-of-state adult child can often complete much of the work remotely (gathering medical and financial records, coordinating with court-appointed participants, and preparing filings). The main uncertainty is whether the clerk will require in-person attendance for the hearing or allow testimony and participation by phone/video, which often depends on local practice and whether the case is contested.

Process & Timing

  1. Who files: The petitioner (often an adult child). Where: The Estates/Guardianship division of the Clerk of Superior Court in the correct North Carolina county under the venue rules. What: A guardianship petition and supporting documents required by that county. When: As soon as guardianship is needed, because scheduling, evaluations, and service/notice steps can take time.
  2. Case setup and required participants: The clerk’s process typically involves appointing or involving required participants (commonly including counsel for the respondent and a visitor/investigator) and collecting information about capacity, needs, and the proposed guardian’s suitability. Much of this coordination can often happen by phone, email, and mail, but the clerk may still require original signatures or notarization for certain filings.
  3. Hearing and appointment: The clerk holds a hearing to decide the scope of guardianship (including whether a limited guardianship is appropriate) and who should serve. If the clerk allows remote appearance, the out-of-state petitioner may be able to participate by phone/video; if not, travel may be required. If the clerk appoints a guardian, the case then continues with ongoing court supervision (including inventories/accountings where applicable), which can often be managed with remote support but still must comply with the clerk’s filing rules.

Exceptions & Pitfalls

  • County-by-county remote hearing rules: Some clerks readily allow phone/video appearances; others require in-person testimony for key witnesses or contested issues. Assuming remote access without confirming it early can cause delays.
  • Suitability concerns for an out-of-state guardian: Distance can raise practical questions (availability for emergencies, ability to manage care, and oversight of finances). A clear plan for local support and communication can matter.
  • Evidence and logistics: Guardianship hearings often depend on timely records and reports. Delays in getting medical information, completing evaluations, or coordinating with court-appointed participants can push the hearing date back, even if the petitioner is ready.

Conclusion

In North Carolina, an adult guardianship case is handled by the Clerk of Superior Court in the proper county, and the clerk decides how hearings and testimony will be taken. An out-of-state petitioner can often do much of the case preparation remotely, but the clerk may still require in-person attendance for some steps, especially if the case is contested or the clerk prefers live testimony. The most practical next step is to file in the correct county and promptly ask the clerk’s office about remote appearance procedures before the hearing is scheduled.

Talk to a Guardianship Attorney

If you’re dealing with a North Carolina guardianship for a parent while living out of state, our firm has experienced attorneys who can help you understand your options and timelines, including what can be handled remotely and what may require an in-person court appearance. 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.