• Skip to primary navigation
  • Skip to main content
  • Skip to primary sidebar
  • Skip to footer
  • Who We Are
    • Meet Our Team
    • Community Engagement
    • Our Commitment to Equity and Inclusion
  • What We Do
    • Estate Planning
    • Revocable Living Trusts
    • Wills
    • Special Needs Planning
    • Powers of Attorney and Healthcare Documents
    • Medicaid
    • Trust Administration
    • Probate
    • Long-Term Care Insurance Appeals
    • Advanced Estate Planning
      • Business Succession Planning
      • Chapel Hill Charitable Giving
      • Estate and Gift Tax Figures
      • Family Foundation
      • Family Limited Partnerships
      • Grantor Retained Annuity Trust
      • Irrevocable Life Insurance Trust
  • Why We Do It
    • A Message From Mark Costley
  • Events
  • Resources
    • Webinar on Estate Planning
    • Estate Planning Blog
    • Video Library
    • Estate Planning Resources
      • Estate Planning Articles
      • Frequently Asked Questions
      • Glossary
      • Estate Plan Checkup
      • Estate Planning Reports
      • Is Your Estate Plan Outdated?
      • Top 10 Estate Planning Techniques
    • Probate Resources
      • Probate FAQs
      • Probate Articles
      • Orange County
      • Wake County
    • Caregiving Resources
      • Caregiving Articles
      • Crisis Preparedness for NC Caregivers
      • Caregiving Worksheets
      • The Ultimate Caregivers Guide
    • Elder Law Resources
      • Elder Law FAQs
      • Elder Law Articles
      • Elder Law Reports
    • Special Needs Planning Resources
      • Special Needs Community Partners
      • ABLE Accounts FAQ
      • Special Needs Planning FAQs
      • Special Needs Planning Articles
    • Pre Consultation Form
    • Wills and Trusts Relocation Toolkit
  • Contact
    • Contact Us
    • Consultation

Clarity Legal Group

Estate Planning Made Clear

Call us today for help!

919-484-0012
Schedule Consultation
Our Process & Pledge
  • Who We Are
    • Meet Our Team
    • Community Engagement
    • Our Commitment to Equity and Inclusion
  • What We Do
    • Estate Planning
    • Revocable Living Trusts
    • Wills
    • Special Needs Planning
    • Powers of Attorney and Healthcare Documents
    • Medicaid
    • Trust Administration
    • Probate
    • Long-Term Care Insurance Appeals
    • Advanced Estate Planning
      • Business Succession Planning
      • Chapel Hill Charitable Giving
      • Estate and Gift Tax Figures
      • Family Foundation
      • Family Limited Partnerships
      • Grantor Retained Annuity Trust
      • Irrevocable Life Insurance Trust
  • Why We Do It
    • A Message From Mark Costley
  • Events
  • Resources
    • Webinar on Estate Planning
    • Estate Planning Blog
    • Video Library
    • Estate Planning Resources
      • Estate Planning Articles
      • Frequently Asked Questions
      • Glossary
      • Estate Plan Checkup
      • Estate Planning Reports
      • Is Your Estate Plan Outdated?
      • Top 10 Estate Planning Techniques
    • Probate Resources
      • Probate FAQs
      • Probate Articles
      • Orange County
      • Wake County
    • Caregiving Resources
      • Caregiving Articles
      • Crisis Preparedness for NC Caregivers
      • Caregiving Worksheets
      • The Ultimate Caregivers Guide
    • Elder Law Resources
      • Elder Law FAQs
      • Elder Law Articles
      • Elder Law Reports
    • Special Needs Planning Resources
      • Special Needs Community Partners
      • ABLE Accounts FAQ
      • Special Needs Planning FAQs
      • Special Needs Planning Articles
    • Pre Consultation Form
    • Wills and Trusts Relocation Toolkit
  • Contact
    • Contact Us
    • Consultation
Home » FAQ » Probate » Is probate always required?

Is probate always required?

Formal probate is not always required. It is only required if there are assets controlled by the Will. Often, a person who has received thoughtful estate planning, has successfully planned to avoid probate (and the related court fees, legal fees, and delays) through the use of a Revocable Living Trust.  Even where there are assets to be administered under the Will, in the State of North Carolina, a small estate alternative to formal probate may be available for an estate if the value of the estate (after debts are paid) is less than $20,000 and more than 30 days have passed since the decedent’s death. The amount is increased to $30,000 for a spouse if he/she is the sole heir to the estate. If the estate qualifies, you may use an affidavit to transfer personal property without the need to go through the full probate.  This is still a formal probate, but slightly less complicated.  It is more common to avoid probate for a surviving spouse trough the exercise of the “spousal allowance”, which allows the surviving spouse (assuming these rights have not been waived by agreement) to claim up to sixty thousand dollars ($60,000.00) of assets from what would otherwise be the probate estate without the initiation of a probate proceeding.

Date: March 4, 2020

Clarity Legal Group

Free Estate planning Worksheet

There's a lot that goes into setting up a comprehensive estate plan, but with our FREE worksheet, you'll be one step closer to getting yourself and your family on the path to a secure and happy future.

  • This field is for validation purposes and should be left unchanged.

Follow Us

  • x logo

Map

clarity_sidbr_map

Clarity Legal Group is conveniently located in the heart of the Triangle, based in Chapel Hill and proudly serving the state of North Carolina including Durham, Cary, Apex, Pittsboro, Hillsborough, Holly Springs, and Raleigh.

  • About The American Academy
  • Disclaimer
  • Diversity and Inclusion at Clarity Legal Group®
  • Sitemap
  • Privacy Policy
  • © 2026 American Academy of Estate Planning Attorneys.
    All Rights Reserved.
    Attorney Advertisement
  • Clarity Legal Group footer logo

    Clarity Legal Group is a registered Trademark and trade name for The Mark Costley Law Group, PLLC

    • x logo

    • Read Our 5-Star Client Reviews

"AV® , AV Preeminent® , Martindale-Hubbell DistinguishedSM and Martindale-Hubbell NotableSM are Certification Marks used under license in accordance with the Martindale-Hubbell® certification procedures, standards and policies."

x

The Ultimate Caregiver Guide!

  • This field is for validation purposes and should be left unchanged.