Probate Q&A Series

Detailed Answer

When you begin the probate process in North Carolina, the Clerk of Superior Court requires certain core documents. You must submit an original will (if one exists) and a petition to admit the will to probate. North Carolina law does not require you to file a notarized copy of the will because the court needs to examine the original document. Submitting a certified copy of the decedent’s death certificate, however, is necessary to open the estate docket.

Under N.C. Gen. Stat. § 28A-6-4, you must file the original will with your petition. You do not file a notarized copy, since the court wants to verify the authenticity and physical condition of the original writing. By contrast, a certified death certificate ensures the court has an official record of the decedent’s passing. The Vital Records Section of the North Carolina Department of Health and Human Services issues certified death certificates; photocopies or uncertified copies do not satisfy the clerk’s requirements.

Along with the original will and certified death certificate, your probate petition should include the names and addresses of all heirs and devisees, an estimate of the estate’s value, and the form of fiduciary appointment you seek. You will also complete an oath for the personal representative under N.C. Gen. Stat. § 28A-6-7. Filing these documents together helps the court process your application without unnecessary delays.

Essential Documents Checklist

  • Original Will: Required by N.C. Gen. Stat. § 28A-6-4 for probate admission; do not file a notarized copy in place of the original.
  • Certified Death Certificate: Obtain from the North Carolina Vital Records Section; uncertified copies will not suffice.
  • Probate Petition: Complete under N.C. Gen. Stat. § 28A-6-2, listing heirs, devisees, and estate assets.
  • Oath of Personal Representative: File under N.C. Gen. Stat. § 28A-6-7 to swear your duties.
  • Notice to Creditors: Prepare and publish according to N.C. Gen. Stat. § 28A-18-2, if required.
  • Letters Testamentary or of Administration: Issued by the court after approval of your petition.

Gathering all these materials before you visit the clerk’s office avoids extra trips and court costs. While you do not need a notarized copy of the will, you do need the original and a certified death certificate to satisfy statutory filing requirements.

Next Steps and How We Can Help

If you have questions about preparing your probate petition or identifying the documents you need, turn to the experienced attorneys at Pierce Law Group. We handle probate applications daily, ensuring you meet North Carolina’s filing requirements and avoid procedural pitfalls.

Ready to begin the probate process? Contact Pierce Law Group today by emailing intake@piercelaw.com or calling (919) 341-7055. Let us guide you through each step and help you settle your loved one’s estate with confidence.