Probate Q&A Series

How do I find out if my grandparent’s will is valid and who prepared it? – North Carolina

Short Answer

In North Carolina, the Clerk of Superior Court decides if a will is valid when it is offered for probate. If the person holding the original will won’t file it, you (as an interested heir) can ask the clerk to order its production. After probate, the will becomes a public record you can inspect to see signatures, witnesses, notary information, and often clues about who drafted it. If the named executor won’t act within 60 days, another interested person can start probate after giving 10 days’ notice.

Understanding the Problem

North Carolina: you want to know whether your grandparent’s will is valid and who prepared it. The step‑grandparent claims to be executor but is holding the original will and hasn’t filed it. The core decision point is how you, as an interested heir, can get the will before the Clerk of Superior Court for probate so its validity can be tested and you can see who drafted it.

Apply the Law

In North Carolina, the will’s validity is determined in probate before the Clerk of Superior Court. A custodian who holds a will can be compelled to produce it. If a will is properly executed (or valid under another accepted ground), the clerk admits it to probate. Once probated, it becomes a public record. If questions remain, any interested person may challenge validity in a caveat proceeding in Superior Court within the statutory time.

Key Requirements

  • Get the will to the clerk: If someone in North Carolina is holding the original will, an interested person can ask the clerk to order that it be produced for probate.
  • Who can start probate: The named executor may apply anytime after death; if they don’t within 60 days, any devisee or other interested person may apply after giving 10 days’ notice to the named executor.
  • Validity basics: An attested written will generally must be signed by the testator and attested by two competent witnesses (or meet other recognized grounds, such as compliance with another jurisdiction’s law).
  • Public access and drafter clues: After probate, the will is a public record. The document itself often reveals the drafting attorney or at least the witnesses and notary who can help you trace the preparer.
  • Contesting the will: A caveat (will contest) must be filed within the statutory period after probate if validity is disputed.

What the Statutes Say

Analysis

Apply the Rule to the Facts: Here, the step‑grandparent holds the original will but hasn’t filed it. You can ask the Clerk of Superior Court to compel production so the will can be examined and, if valid, admitted to probate. If the named executor won’t start probate within 60 days, you (as an interested heir) can apply after giving 10 days’ notice. Once probated, you can review the will itself for execution details and clues to the drafting attorney; if validity remains disputed, you can consider a caveat within the statutory window.

Process & Timing

  1. Who files: Any interested heir or devisee. Where: Clerk of Superior Court in the North Carolina county where the decedent was domiciled. What: If the custodian won’t produce the will, file an application by affidavit to compel production; to start probate, file AOC-E-201 (Application for Probate and Letters Testamentary/Of Administration CTA) with the original will. When: The named executor can file immediately after death; if they don’t within 60 days, an interested person may apply after giving 10 days’ notice to the named executor.
  2. After the clerk receives the original will, the clerk reviews execution proof (self‑proving affidavit or witness proof). If admitted to probate, the clerk issues a Certificate of Probate (AOC‑E‑304) and mails notice to known beneficiaries. County processing practices and timelines vary.
  3. Once probated, the will stays in the clerk’s file as a public record. You can inspect and obtain copies, identify witnesses/notary, and often determine the drafter or contact information to confirm preparation details.

Exceptions & Pitfalls

  • Out‑of‑state wills: A will valid where signed or where the testator was domiciled can often be probated in North Carolina; the clerk may require proof of that out‑of‑state validity.
  • Lost or withheld originals: If the original is missing or concealed, the clerk can order production; in some cases a copy may be admitted, but only with specific proof—this is a higher bar than probating an original.
  • No authority until letters: Someone claiming to be “executor” has no legal authority until the clerk issues Letters Testamentary. Be cautious about sharing personal information (like Social Security numbers) until appointment is confirmed.
  • Notice and challenges: After probate, the will is public and beneficiaries are notified. If you intend to challenge the will’s validity, track the caveat deadline.
  • Service and venue: File in the proper county and ensure the required 10‑day notice to the named executor before an interested person applies to probate.

Conclusion

To learn if your grandparent’s will is valid in North Carolina and who prepared it, get the original before the Clerk of Superior Court and have it probated. If the custodian won’t produce it, ask the clerk to compel production. If the named executor doesn’t act within 60 days, you may apply after 10 days’ notice. After probate, the will is public, so you can review execution details and often identify the drafter.

Talk to a Probate Attorney

If you’re dealing with a held‑back will, unclear validity, or an unresponsive would‑be executor, 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.