An affidavit of heirship is a sworn statement of a deceased person’s family history identifying the legal heirs. Title companies and institutions use it, often with a probate or small estate procedure. An affidavit of heirship is a sworn statement of a deceased person’s family history identifying the legal heirs. Title companies and institutions use it, often with a probate or small estate procedure.
Serving North Carolina. Our mobile notaries serving North Carolina are commissioned in North Carolina and travel to your home, office, hospital, or other convenient location.
An affidavit of heirship is a sworn statement of a deceased person’s family history identifying the legal heirs. Title companies and institutions use it, often with a probate or small estate procedure.
What you'll need
Read the packet and check the receiving agency's required form.
Gather the names, dates and supporting records requested in the document.
Review the packet's signing, identification and witness instructions.
How to complete it
Who signs Someone who knew the decedent and the family well, preferably a person who is not an heir. Title companies often want two such affiants.
Complete every item (Pages 1–2) Give full names, dates, and addresses. Write "None" where an item does not apply.
Swear before a notary (Page 3) Sign under oath before the notary with a current, government-issued photo ID.
Record the original with the Register of Deeds of the county where the property is located. if it relates to real estate.
In North Carolina, heirs’ title to inherited real estate can be affected by the estate’s debts for two years after death (G.S. 28A-17-12), so title companies often require an estate proceeding or other proof. Ask a closing attorney what is required.
A successor trustee uses this form to formally accept appointment as trustee of a North Carolina trust, so banks and title companies can recognize their authority.
A certification of trust is a short summary that proves a trust exists and who may act for it, without revealing beneficiaries or other private terms. Banks and title companies rely on it.
A trustee uses this form to resign as trustee of a North Carolina trust, as the trust instrument or the North Carolina Uniform Trust Code (Chapter 36C) allows.
North Carolina lets an heir, beneficiary, or certain creditors collect a small estate’s personal property, such as bank accounts and vehicles, by sworn affidavit instead of full estate administration.
These forms are a free convenience, not legal advice. First Choice Mobile Notary & Apostille is not a law firm. Consult an attorney licensed in the relevant state for legal questions.