North Carolina Estate Planning Drafting Software
North Carolina has no state estate or inheritance tax. The Clerk of Superior Court handles probate matters. The state offers small estate procedures for estates under $30,000.
Quick Facts
- State Estate Tax
- None
- Small Estate Threshold
- $30,000
- Property System
- Common Law
Practice Snapshot for North Carolina Attorneys
Estate planning in North Carolina is shaped by common law property rules. These rules make titling and beneficiary designations core to many plans. There is no state estate tax. Small estate procedures are available for estates up to $30,000.
Local practitioners routinely navigate: No state estate or inheritance tax, Elective share for surviving spouse, Small estate administration for estates under $30,000, and Clerk of Superior Court handles probate.
Common North Carolina filings and forms include: North Carolina Durable Power of Attorney, North Carolina Advance Directive, and North Carolina Health Care Power of Attorney. Key North Carolina statutory touchpoints include: North Carolina Trust Code, North Carolina General Statutes Chapter 28A, and Elective share provisions.
Key Considerations for North Carolina Attorneys
- —No state estate or inheritance tax
- —Elective share for surviving spouse
- —Small estate administration for estates under $30,000
- —Clerk of Superior Court handles probate
North Carolina-Specific Documents
State-specific drafting language and formatting aligned with North Carolina statutes and local recording practices.
Core drafting set
- —Revocable living trust
- —Pour-over will
- —Durable power of attorney
- —Advance health care directive
- —HIPAA authorization
- —Deed templates aligned to local recording rules
- —Certification of trust
State forms and filings
- —North Carolina Durable Power of Attorney
- —North Carolina Advance Directive
- —North Carolina Health Care Power of Attorney
North Carolina Estate Planning Laws
- —North Carolina Trust Code
- —North Carolina General Statutes Chapter 28A
- —Elective share provisions
What Statular Offers North Carolina Attorneys
Document Automation
Generate complete estate planning packages from a single interview—trusts, wills, POAs, and healthcare directives.
Client Questionnaires
Branded client portal with secure questionnaires that sync directly into your drafting interview.
80+ Document Types
Comprehensive library including trusts, wills, powers of attorney, deeds, and client materials.
Secure Cloud Storage
Enterprise-grade security with 256-bit encryption. All documents stored in your firm's secure vault.
Get Started
Join North Carolina attorneys using Statular for estate planning document automation.
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Core Documents
- Revocable Living Trust
- Pour-Over Will
- Durable Power of Attorney
- Advance Healthcare Directive
- HIPAA Authorization
- Grant Deed & Quitclaim Deed
- Certification of Trust
- Asset Schedules