Probate Q&A Series

How is property access managed during probate in North Carolina, including key transfers and lock box installation?

1. Detailed Answer

When someone passes away, their real property becomes part of the probate estate. The court appoints a personal representative to manage and protect estate assets. One of the first duties of the personal representative is to secure the decedent’s property. North Carolina law grants personal representatives the authority to take control of estate assets and take reasonable steps to preserve them. See North Carolina General Statutes § 28A-12-1.

Key management typically follows these steps:

  • Locate and collect all keys belonging to the decedent. These may be in a safe, a drawer, or held by a family member.
  • Document the condition of the property with photos or video once you unlock the door.
  • Change or rekey locks if security is a concern. This prevents unauthorized access and protects the estate’s value.
  • Consider installing a lock box on the exterior of the property. A lock box holds a spare key in a secure, coded container. Real estate agents, contractors, and court-approved appraisers use the code to access the home as needed.

Installing a lock box helps schedule showings, inspections, and maintenance without handing out multiple keys. The cost of a lock box and any lock changes are estate expenses. The personal representative must keep receipts and include these in the estate accountings filed with the clerk of court.

Family members, beneficiaries, and even the public must request permission from the personal representative to enter the property. Unauthorized entry may expose the personal representative to liability for damages or theft. In limited cases, the clerk of court can issue orders to enforce security measures or grant special access to a beneficiary. Always follow court directions and stay within the authority granted by statute and the probate order.

2. Key Points to Remember

  • Personal representatives secure property under N.C.G.S. § 28A-12-1.
  • Collect and inventory all keys before changing any locks.
  • Document property condition at first access with photos or video.
  • Install a lock box to control access for legitimate visitors.
  • Keep receipts for lock changes and lock box installation as estate expenses.
  • No one may enter the property without the personal representative’s consent or a court order.

Managing property access carefully protects the estate from loss, damage, or unauthorized entry. It also fosters transparent communication with heirs and creditors.

Ready to protect your loved one’s estate and ensure smooth property management during probate? Contact Pierce Law Group for trusted guidance. Our attorneys help you secure estate assets, handle key transfers, and arrange lock box installation. Email us at intake@piercelaw.com or call us at (919) 341-7055.