Probate Q&A Series

What is the process for initiating an intestate probate estate in North Carolina?

1. Detailed Answer

When someone dies without leaving a valid will in North Carolina, the estate qualifies as intestate. You start probate by petitioning the Clerk of Superior Court in the county where the decedent lived. North Carolina law defines who may serve as personal representative and how assets pass to heirs. Follow these steps to open an intestate estate:

  1. Determine heirship. Under N.C. Gen. Stat. § 28A-3-2, you identify the decedent’s surviving spouse, children, parents, siblings and more in a strict order.
  2. Choose a petitioner. North Carolina law grants priority for appointment to the surviving spouse, then to other heirs. Anyone with priority files the petition for Letters of Administration under N.C. Gen. Stat. § 28A-6-1.
  3. Prepare the petition. You complete the county form or use the standard statutory petition. Include the decedent’s date of death, a list of heirs, and an inventory of known assets. Attach a certified death certificate.
  4. Post a bond (if required). The clerk may require a bond to protect the estate. North Carolina law sets bond limits based on estate value. The court may waive bond for a surviving spouse.
  5. Submit documents to the Clerk. File the petition, death certificate, bond and any required filing fee at the Clerk’s office. The clerk reviews your paperwork and issues Letters of Administration once everything meets statutory requirements.
  6. Inventory and notice. Within 90 days, you file an inventory of estate assets under N.C. Gen. Stat. § 28A-8-2. You publish a notice to creditors in the local newspaper and allow three months for claims.
  7. Resolve debts and distribute assets. You pay valid debts, funeral expenses and taxes. After the claims period, you distribute remaining property to heirs per the intestacy statutes. You then file a final account and petition for discharge.

By following these requirements, you guide an intestate estate through the probate process in compliance with North Carolina law.

2. Key Steps to Initiate Intestate Probate in North Carolina

  • Identify heirs in the order set by statute (N.C. Gen. Stat. § 28A-3-2).
  • Select and qualify the personal representative (N.C. Gen. Stat. § 28A-6-1).
  • File a petition for Letters of Administration with the Clerk of Superior Court.
  • Provide a certified death certificate and post bond if needed.
  • Publish notice to creditors and file an inventory within 90 days (N.C. Gen. Stat. § 28A-8-2).
  • Settle valid claims and distribute assets according to intestate succession.
  • File a final account and petition for discharge to close the estate.

Contact Pierce Law Group

If you must open an intestate estate, start the process with confidence. Pierce Law Group has attorneys with extensive probate experience ready to guide you. Contact us today by email at intake@piercelaw.com or call (919) 341-7055.