Probate Q&A Series

How to Find and Request a Probate Will in North Carolina and What Steps to Take if None Is Filed?

Detailed Answer

In North Carolina, when a person dies leaving a will, the document must be filed with the Clerk of Superior Court in the county where the decedent lived. Under North Carolina law, anyone may inspect and obtain a copy of a filed will as a public record. If you need to locate or request a probate will, follow these guidelines.

1. Search the Probate Records

Begin by contacting the Clerk of Superior Court’s office in the county where the decedent resided. Most clerks maintain an online index or docket search. If online access is not available, visit the office in person during business hours. Request to view “Probate Estates” or “Estate Files” for the decedent’s name and date of death.

2. Review Filing Requirements

Under North Carolina General Statute § 28A-7-1, the original will must be presented to the clerk within 30 days after the decedent’s death. If the will is properly filed, the clerk certifies the will and assigns an estate file number. Once filed, the will is open for public inspection.

3. Request Certified Copies

After locating the estate file, ask the clerk for certified copies of the will or any probate documents you need. Clerks charge a nominal fee per page or per certified copy. Provide identification and pay the fee at the time of your request.

4. What to Do if No Will Is Filed

If you do not find a will on record, consider these steps:

  • Confirm the decedent’s residence and date of death to ensure you searched the correct county.
  • Search for original documents in the decedent’s personal effects, safe deposit box, or with their attorney.
  • Contact family members who may have knowledge of an unfiled will.

If you still find no will, the estate proceeds as an intestate estate. You or an interested party must file a Form A—Petition for Probate or Administration—with the Clerk’s office. The court then orders a proceeding to determine heirs and appoint a personal representative under G.S. 28A-15-1. The clerk provides guidance on required forms and notices.

Key Steps to Find, Request or Handle a Missing Probate Will

  • Locate the Appropriate County: Search probate records where the decedent lived.
  • Use Online Indexes: Many counties offer online docket searches for probate files.
  • Visit the Clerk’s Office: Request access to “estate” or “probate” files if online records aren’t available.
  • Request Certified Copies: Complete necessary forms, present ID, and pay fees.
  • Confirm No Will Exists: Double-check residence, search personal belongings, and consult known associates.
  • File for Intestate Administration: If no will is found, file a Petition for Probate or Administration under G.S. 28A-15-1.
  • Notify Heirs and Creditors: Publish required notices and serve known heirs to comply with statutory deadlines.
  • Seek Legal Guidance: Consider attorney assistance to navigate procedures and deadlines.

Conclusion and Next Steps

Locating and obtaining a probate will in North Carolina often involves a few straightforward steps with the Clerk of Superior Court. If no will exists, intestate administration ensures assets pass according to state law. Probate procedures can be complex and strict timelines apply.

If you have questions or need help navigating probate in North Carolina, Pierce Law Group has experienced attorneys ready to guide you. Contact us by email at intake@piercelaw.com or call us at (919) 341-7055. Let us help you handle the process efficiently and with care.