Probate Q&A Series

What does it mean when a will says it makes “no provision” for an adopted child, and can that be challenged? – North Carolina

Short Answer

In North Carolina, language in a will that makes “no provision” for an adopted child usually means the testator intentionally disinherited that child, even though adopted children generally have the same inheritance rights as biological children. Whether it can be challenged depends on why the child was left out: an intentional disinheritance is often enforceable, but a will can still be contested if there are valid grounds such as lack of capacity, undue influence, or improper execution. A separate issue is whether the child was adopted after the will was signed, which can trigger special protections for “after-adopted” children.

Understanding the Problem

When a North Carolina parent’s will says it makes “no provision” for an adopted child, the core question is whether the will is expressing an intentional decision to leave that child out, or whether the omission happened because of timing (for example, the adoption occurred after the will was signed) or because the will is not valid. The decision point is: can the adopted child be treated as a rightful beneficiary despite the “no provision” language, or must the will be attacked through a will contest in the Clerk of Superior Court estate file?

Apply the Law

North Carolina law generally treats adopted children as children of the adoptive parent for inheritance purposes. That means an adopted child is typically included in class gifts like “my children” unless the will clearly shows a different intent. Separately, North Carolina has a specific rule for an after-adopted child (a child adopted after the will was executed): that child may be entitled to an intestate share unless the will itself shows the testator intentionally did not provide for the child or another statutory exception applies. If the concern is that the will was changed when the parent was elderly or not fully competent, the usual vehicle is a will contest (called a “caveat”), which must be filed within a strict time limit.

Key Requirements

  • Intent shown in the will’s language: If the will clearly indicates an intentional decision not to provide for the adopted child (for example, “I make no provision for X”), that usually defeats arguments that the child was accidentally omitted.
  • Timing of the adoption compared to the will: If the child was adopted after the will was signed, North Carolina’s “after-adopted child” rule may allow the child to claim an intestate share unless an exception applies.
  • Valid grounds to contest the will: Even if disinheritance language appears, the will can still be challenged if there is a legal basis (commonly lack of testamentary capacity, undue influence, or failure to follow required signing/witness rules).

What the Statutes Say

Analysis

Apply the Rule to the Facts: Here, the probate-filed will reportedly says it makes “no provision” for the adopted sibling (and possibly for the client as well) while leaving the estate to other children. That kind of wording often signals an intentional disinheritance, which can make it harder to argue the omission was accidental. However, the suspicion that the will was changed when the parents were elderly or not fully competent points toward a potential caveat based on capacity or undue influence, which is a different path than arguing “the will forgot the child.”

Process & Timing

  1. Who files: An “interested party” (often someone who would inherit if the will is invalid or if a statutory share applies). Where: The Clerk of Superior Court in the county where the estate is opened (the decedent’s estate file). What: A caveat challenging the will. When: Generally, within three years after the will is probated in common form.
  2. Get the documents first: A practical first step is obtaining a complete copy of the will and key estate filings from the Clerk’s estate file. Online portals sometimes show incomplete scans; a certified or full copy request through the Clerk’s office (or through counsel) often resolves that problem and helps confirm the exact “no provision” wording, execution pages, and any later codicils.
  3. Litigation track: After a caveat is filed, the matter is transferred for trial in Superior Court, and the parties are formally served and aligned. Evidence typically focuses on the circumstances of signing, the testator’s mental condition at the time, and whether someone exerted improper pressure or controlled access to the testator.

Exceptions & Pitfalls

  • “No provision” may be intentional and effective: If the will clearly disinherits the adopted child, the dispute often shifts from “omitted child” arguments to whether the will itself is valid.
  • After-adopted versus adopted long before the will: North Carolina’s statutory protection in § 31-5.5 is aimed at children adopted after the will was executed. If the adoption happened earlier, the analysis usually turns on the will’s language and any will-contest grounds.
  • Do not wait for “more information” if the deadline is running: Trouble accessing scanned documents online is common, but it does not pause the caveat deadline. A records request to the Clerk (and quick legal review) can help avoid missing the filing window.

For more background on will contests in North Carolina, see how to contest a will when it may not reflect what the person wanted and contesting a last-minute will change based on undue influence or capacity.

Conclusion

In North Carolina, a will that says it makes “no provision” for an adopted child usually reflects an intentional disinheritance, and adopted children are not automatically entitled to inherit just because of the adoption. The main exceptions involve an after-adopted child under state law or a successful will contest based on problems like capacity, undue influence, or improper execution. The next step is to obtain a complete copy of the probated will from the Clerk of Superior Court and, if grounds exist, file a caveat within the required time limit.

Talk to a Probate Attorney

If a will says it makes “no provision” for an adopted child and there are concerns about a late-life change, capacity, or undue influence, our firm has experienced attorneys who can help review the estate file, explain the deadlines, and map out options. 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.