Probate Q&A Series

What can I do if relatives told me there was no will, but a will was actually filed in probate? – North Carolina

Short Answer

In North Carolina, a will is usually filed and admitted to probate with the Clerk of Superior Court without advance notice to all family members. If relatives said there was no will but one was filed, the practical next steps are to get a copy from the estate file, confirm whether the will was probated in “common form” or “solemn form,” and evaluate whether a will contest (called a “caveat”) is still available. In many cases, an interested person has up to three years after probate in common form to file a caveat, but probate in solemn form can cut off later caveats for people who were properly served.

Understanding the Problem

In North Carolina probate, what happens if family members say there is no will (or refuse to share it), but a will is later found in the Clerk of Superior Court’s estate file and the estate is already open? Can an adopted child who would otherwise inherit take steps to confirm what was filed, understand whether the will is valid, and challenge the will if the adopted child is truly “cut out”?

Apply the Law

North Carolina gives the Clerk of Superior Court (as the probate judge) original jurisdiction over probate and estate administration. Most wills are admitted in an ex parte process called probate in common form, which typically does not require advance notice to all interested family members. If an “interested person” believes the will should not have been admitted (for example, because of lack of capacity, undue influence, or problems with execution), North Carolina law allows a will contest called a caveat. Timing matters: a caveat is generally available for a limited period after a will is probated in common form, and probate in solemn form can make the probate binding on people who were properly served.

Key Requirements

  • Confirm what was filed and how it was probated: The estate file will show the will, the probate type (common form vs. solemn form), and who is serving as executor/personal representative.
  • Standing (“party interested”): A caveat can be filed only by someone with a real stake in the estate (for example, someone who would inherit if the will is invalid, or who has rights affected by the will). Adoption status can matter to whether someone qualifies as an interested person.
  • File within the allowed time: For a will probated in common form, North Carolina generally allows a caveat within three years after probate, with limited extensions for certain legal disabilities.

What the Statutes Say

Analysis

Apply the Rule to the Facts: The facts describe adopted children being told they were “cut out” and being denied information. In North Carolina, that situation often happens because common-form probate can move forward without advance notice to all family members, so relatives may control information even though the will is already in the public estate file. If the adopted children qualify as “interested persons” (often because they would inherit if the will is invalid or if there is no valid will), they can obtain the probate documents and evaluate whether to file a caveat within the statutory time window.

Process & Timing

  1. Who files: An interested person (often an heir who would take under intestacy or under a prior will). Where: The Clerk of Superior Court in the county where the estate is opened (the decedent’s estate file). What: First, request copies of the will and probate filings from the estate file; if contesting, file a caveat in the estate file. When: For a will probated in common form, generally within three years after probate (subject to limited disability extensions).
  2. After the caveat is filed: The clerk transfers the case to Superior Court for a jury trial, and the caveat must be served on interested parties. The court then holds an alignment hearing so interested parties can be aligned with the caveators (challengers) or propounders (supporters of the will).
  3. While the case is pending: Estate administration continues, but distributions to beneficiaries are generally stopped during the caveat, and the personal representative must focus on preserving assets and following the clerk’s directions on permitted payments.

Exceptions & Pitfalls

  • Solemn-form probate can bar later caveats: If the will was probated in solemn form and an interested person was properly served, a later caveat may be barred, so the probate type and service history matter.
  • Waiting can allow practical damage even before the deadline: Even though a caveat may be available for years after common-form probate, delays can make evidence harder to gather and can complicate asset tracing, especially if property is being managed or sold.
  • Confusing “being cut out” with “no rights”: Being omitted from a will does not automatically end all options; the key question is whether there is a valid will and whether there are legal grounds to challenge it.
  • Filing the wrong type of case first: Some filings can affect later options. Before starting any court action, it is important to confirm the goal (invalidate the will vs. interpret or reform it) and the consequences under North Carolina procedure.

For more background on will contests in North Carolina, see the deadline to file a will contest and what happens to the estate while a will contest is pending.

Conclusion

In North Carolina, relatives can say there is no will even while a will has already been filed and admitted to probate, because common-form probate usually happens without advance notice to all family members. The key steps are to confirm what was filed with the Clerk of Superior Court, determine whether the will was probated in common form or solemn form, and decide whether an “interested person” should file a caveat. The most important next step is to file a caveat in the estate file with the Clerk of Superior Court within three years after common-form probate if a will contest is needed.

Talk to a Probate Attorney

If relatives are withholding information about a North Carolina estate or a will was filed after family members said there was no will, our firm has experienced attorneys who can help explain the probate file, deadlines, and options for a caveat. Call us today at (919) 341-7055.

Disclaimer: This article provides general information about North Carolina law based on the single question stated above. It is not legal advice for your specific situation and does not create an attorney-client relationship. Laws, procedures, and local practice can change and may vary by county. If you have a deadline, act promptly and speak with a licensed North Carolina attorney.