Probate Q&A Series

What is the safest way to submit the original will from out of state, and what if the original is lost? – North Carolina

Short Answer

In North Carolina, the Clerk of Superior Court (the probate court) typically needs the original will to probate it and issue letters to the executor. The safest approach from out of state is to confirm the correct county and filing instructions with the Clerk, then send the original using a trackable, signature-required delivery method and keep a complete copy for the file. If the original will is lost, a copy may still be admitted in a separate “lost will” proceeding, but the person offering it must prove key facts, including that the will was not revoked.

Understanding the Problem

In a North Carolina probate case, an out-of-state executor often must get the original will to the Clerk of Superior Court in the correct county so the estate can be opened and the executor can be formally appointed. The single decision point is whether the original signed will can be safely delivered for probate, or whether the estate must proceed as a “lost will” matter because the original cannot be found. Timing can matter because delays can affect how smoothly the Clerk can open the estate and, in some situations, how the will affects third parties.

Apply the Law

North Carolina gives the Clerk of Superior Court exclusive original jurisdiction over probate and estate administration. In most routine cases, the Clerk expects the original will to be filed with the estate opening paperwork. If the original cannot be produced, North Carolina law allows a process to establish and probate a lost or destroyed will, but it requires additional proof and notice to interested family members and beneficiaries.

Key Requirements

  • File in the right place: Probate is handled by the Clerk of Superior Court (estate division) in the county with proper venue/jurisdiction for the estate proceeding.
  • Protect the chain of custody: The original will is a one-of-one document; the safest submission method is one that creates a clear delivery record and reduces the chance of loss or tampering.
  • If the original is missing, prove a “lost will” case: A copy is not automatically accepted as a substitute; the person offering the copy generally must prove due execution, the contents, that the will was lost/destroyed, that it was not revoked, and that a diligent search was made.

What the Statutes Say

Analysis

Apply the Rule to the Facts: The facts describe an out-of-state executor opening a North Carolina small estate and needing to submit a will that leaves most property to the executor with smaller gifts to other children. That setup makes safe delivery and clear proof of what was filed important, because other beneficiaries and heirs may need notice in a lost-will scenario. The real property described appears to have shifted by operation of the deed (life estate ending), but the will still matters for any remaining probate assets and for formally appointing the executor.

Process & Timing

  1. Who files: The named executor (or another interested person if needed). Where: The Clerk of Superior Court (Estates) in the proper North Carolina county. What: The estate opening application required by the Clerk, plus the original will and a certified death certificate (many counties also require additional supporting documents). When: As soon as practical after death; if the will affects third-party rights, the two-year window in N.C. Gen. Stat. § 31-39 can become important.
  2. Safest way to submit the original from out of state: Confirm the correct county and mailing/hand-delivery instructions with the Clerk’s Estates office; make a complete scanned copy for the file; then send the original in a rigid mailer using a carrier option that provides tracking and signature on delivery. Include a short cover letter identifying the decedent, date of death, the sender’s contact information, and what is enclosed, and keep proof of shipment and delivery.
  3. If the original is lost: Prepare to file a verified petition to probate a lost will and serve the people who would inherit if there were no will (and other interested parties). Expect the Clerk to require proof of due execution (often witness affidavits if available), proof of the will’s contents (usually the copy), and proof that the original was not revoked and that a diligent search was performed. If the matter is disputed, it can become a contested proceeding with additional steps.

Exceptions & Pitfalls

  • “Copy is enough” assumption: In many North Carolina estates, the Clerk will not treat a photocopy as a routine substitute for the original. A missing original can trigger a higher-proof “lost will” process.
  • Revocation presumption risk: When an original cannot be found, North Carolina practice often treats that as a red flag for possible revocation, so the petition and evidence need to address why the original is missing and why revocation did not occur.
  • Notice and service problems: A lost-will case typically requires serving heirs/beneficiaries under court rules. Incorrect addresses, skipped parties, or improper service can delay the case or force a do-over.
  • County-by-county procedure differences: Clerks’ offices vary on preferred delivery methods, whether they will “hold” an original pending an appointment, and what they want included with mailed filings. A quick call to the Estates office before shipping can prevent rejection or misrouting.

Conclusion

In North Carolina, the Clerk of Superior Court generally expects the original will to be filed to open a testate estate and appoint the executor. The safest out-of-state submission is to confirm the correct county and filing instructions, keep a complete copy, and send the original with tracking and signature-required delivery so there is a clear record of receipt. If the original is lost, a copy may still be probated, but it usually requires a verified “lost will” petition with proof of execution, contents, and non-revocation, filed promptly.

Talk to a Probate Attorney

If you’re dealing with submitting an original will from out of state or trying to probate a will when the original cannot be found, our firm has experienced attorneys who can help you understand your options and timelines. 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.