How to Compel a Retired Attorney to Deliver a Will and Initiate Probate in North Carolina
Detailed Answer
When someone passes away, the decedent’s last will usually remains in the attorney’s file. North Carolina law obligates any holder of the original will to deliver it to the clerk of superior court in the county where the decedent lived, or to a person entitled to probate, within 30 days of a written request. If a retired attorney refuses, you have legal options to force delivery and begin probate.
First, send a formal demand letter by certified mail. Include a copy of the death certificate, a statement that you are an interested party, and a request for the original will. Specify a reasonable deadline (for example, 14 days) for compliance. Keep proof of mailing and any responses.
If the attorney still refuses, you can file a petition in the clerk’s office under N.C.G.S. § 28A-6-1. That statute authorizes a petition for administration when a will exists but no personal representative acts. Cite the attorney as a respondent and ask the clerk to order delivery of the will. You may serve the petition on the attorney by certified mail or private process.
Once the petition is on file, the clerk can issue an order requiring the attorney to bring the will to the courthouse. If the attorney ignores the order, you can ask the clerk to hold a show-cause hearing. At that hearing, the court can sanction failure to comply, up to a contempt finding.
After the clerk obtains the original will, you can petition for probate. If you qualify as an interested party—such as a beneficiary or heir—you may petition for informal probate under N.C.G.S. § 28A-6-2. The clerk reviews the will and appoints you as personal representative. Then you collect assets, pay debts, and distribute property per the will.
In rare cases, you might also contact the State Bar for possible disciplinary action against the attorney for refusing to release client property. However, court intervention normally resolves the issue more quickly.
Key Steps to Compel Delivery and Initiate Probate
- Send a Formal Demand Letter: Include a certified copy of the death certificate, identify yourself as an interested party, and request the will within a reasonable deadline.
- File a Petition for Administration: Under N.C.G.S. § 28A-6-1, petition the clerk of superior court to require delivery of the will.
- Serve the Attorney: Deliver the petition and notice of hearing by certified mail or sheriff’s service.
- Obtain a Court Order: Attend any show-cause hearing. The clerk can order the attorney to produce the will or face contempt sanctions.
- Probate the Will: Once the original will is on file, petition for informal probate under N.C.G.S. § 28A-6-2 to become personal representative.
- Consider State Bar Complaint: If the attorney violates professional obligations by withholding the will, you may report the conduct to the North Carolina State Bar for review.
Compelling delivery of a will and initiating probate in North Carolina involves clear steps and statutory authority. Acting promptly protects estate assets and beneficiaries’ rights. If you face resistance, the clerk of superior court has power to enforce compliance.
Contact Pierce Law Group
If you need help delivering a will or opening probate, turn to Pierce Law Group. Our attorneys have guided many families through estate matters. Contact us today by email at intake@piercelaw.com or call us at (919) 341-7055. Let us protect your loved one’s legacy and ensure probate moves forward smoothly.
