Probate Q&A Series

How Can I Contest a Will in North Carolina?

Detailed Answer

Contesting a will means formally challenging its validity in probate court. North Carolina law allows only “interested persons” to bring an objection. An interested person includes heirs, beneficiaries and anyone else with a financial stake under a prior will or the laws of intestacy (see N.C.G.S. § 28A-2-1).

You must identify legally recognized grounds before you file:

  • Lack of testamentary capacity: The testator must have understood the nature and effect of signing a will at the moment of execution.
  • Undue influence: Someone must have used manipulation or pressure to override the testator’s free will. (See N.C.G.S. § 31-45.2 for principles that apply to coercion and fraud.)
  • Fraud or forgery: False statements or forged signatures can invalidate the entire document.
  • Improper execution: North Carolina requires two witnesses to sign in the presence of the testator (N.C.G.S. § 31-5).

Timing matters. You must file your objection with the clerk of superior court in the county where the probate takes place. Under N.C.G.S. § 28A-2-4, you generally have 10 days from the date the personal representative qualifies in an informal proceeding. In a formal proceeding, you have 30 days after the hearing notice.

Once you file the objection, the clerk schedules a hearing. You and the other side exchange evidence. You may use medical records, witness statements, and expert reports to prove your claim. After hearing the arguments, the clerk decides whether to admit the will as written, admit an earlier version, or reject all versions. You may appeal a clerk’s decision to superior court.

Will contests involve complex rules and strict deadlines. An attorney can help you understand your rights, gather strong evidence and meet all procedural requirements. Acting quickly safeguards your chance to raise valid objections and protect your inheritance rights.

Key Steps to Contest a Will in North Carolina

  • Confirm you qualify as an interested person (N.C.G.S. § 28A-2-1).
  • Determine your grounds: capacity, undue influence, fraud or improper execution.
  • File a written objection with the clerk of superior court in the probate county.
  • Meet the deadline: 10 days after informal qualification or 30 days after formal hearing notice.
  • Gather and exchange evidence, including records and witness statements.
  • Attend the probate hearing and present your case.
  • Review the clerk’s ruling and consider an appeal if needed.

If you believe a loved one’s will is invalid, you deserve clear answers and strong representation. Pierce Law Group has knowledgeable attorneys ready to guide you through North Carolina’s probate process. Contact us today to discuss your situation. Email intake@piercelaw.com or call us at (919) 341-7055.