Serves Guilford County from South Elm Street in downtown Greensboro, with clients in High Point, Oak Ridge, Summerfield, and Jamestown. The probate side runs a full administration: qualifying the personal representative, preparing the preliminary inventory, notice to and payment of creditors, and annual and final accountings. Its estate lawyers also try will caveats and estate and trust disputes.
Probate in Davidson County
Probate Court Record
Davidson County Clerk of Superior Court
Davidson County · Superior Court District 33
Phone
Hours
Monday-Friday 8:30 AM-5:00 PM
Office
110 West Center Street, Lexington, NC 27292
Website
E-filing
Self-represented filing
Allowed
Self-help forms
How to file probate in Davidson County →
Verified October 16, 2026 · Source
Do I need a lawyer for probate in Davidson County? →Settling an estate in Davidson County →
Trust Administration Firms Serving Davidson County
Serves Winston-Salem and Forsyth County from an office off Hawthorne Road, practicing since Wesley Bailey founded the firm in 1955. The estate administration team qualifies personal representatives before the Forsyth County Clerk of Court, then collects assets, pays debts, distributes to heirs, and files the required inventories and accountings. Estate liquidations and auctions are run in-house.
Serves Forsyth and Durham counties from offices in Winston-Salem and Durham. The firm guides personal representatives and trustees through estate and trust administration — inventorying assets, settling claims, distributing property, and filing fiduciary income tax returns — and litigates will contests and trust disputes when an administration goes wrong. The intake Needs Assessment call is free.
Serves Forsyth County from Winston-Salem. The firm represents executors, administrators, and trustees through estate and trust administration — qualifying the personal representative, filing inventories and court accountings, and handling claims against the estate — and prepares fiduciary tax returns. Its estate group includes Board Certified Specialists in Estate Planning and Probate Law.
Serves the Lake Norman area and the Piedmont Triad from offices in Cornelius and Winston-Salem. Attorneys guide executors and trustees from the first probate filing to the final distribution — preparing court inventories and accountings, filing federal estate tax returns, and handling trust administration and irrevocable-trust modifications. The firm meets by phone and video as well as in person.
A Greensboro estate planning and elder law practice serving Guilford County, in North Carolina since 2000 and now led by managing partner Blaire D. McClanahan following the death of founder Cheryl K. David. The team takes families through probate and trust administration, probate and will litigation, guardianships, and Medicaid planning. Virtual appointments are available.
All 14 North Carolina trust administration firms serving Davidson County →
Forms for Planning and Settling an Estate in North Carolina
Free North Carolina forms to plan or settle an estate: a will, trust, powers of attorney, TOD deed and the probate forms. Prepare each form for North Carolina.
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Revocable Living Trust
Create a revocable living trust to avoid probate, protect privacy, and control asset distribution.
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Pour-Over Will
In North Carolina, a pour-over will is signed before 2N.C.G.S. § 31-3.3Verified Oct 19, 2026View source witnesses and moves anything left outside the trust into it through probate.
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Tools for Planning and Settling an Estate in North Carolina
Free calculators and checklists to plan or settle an estate in North Carolina: will and trust costs, probate, executor pay and taxes. Run each tool.
How Do I Settle a Trust?
Settling a trust in North Carolina happens outside court: the trustee acts under the state's Uniform Trust CodeN.C.G.S. § 36C-1-101 et seq.Verified Oct 17, 2026View source, notifies the beneficiaries, then pays the debts and distributes under the trust's terms.
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What's Fair Trustee Compensation?
In North Carolina, trustee compensation follows "reasonable compensation" (UTC § 708 or equivalent)N.C. Gen. Stat. §§ 36C-7-708, 32-54, 32-55, 32-56, 32-57, 32-58, 32-60Verified Sep 18, 2026View source unless the trust instrument sets a different amount.
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How Do I Settle an Estate?
Settling an estate in North Carolina: the personal representative files the estate inventory within 90 daysN.C.G.S. §§ 28A-20-1, 28A-20-3, 28A-20-4Verified Sep 15, 2026View source of appointment; creditors have 3 monthsNCGS §§ 28A-14-1, 28A-19-1, 28A-19-3, 28A-19-6, 28A-19-16Verified Oct 19, 2026View source to present claims; a simple estate closes in 6 months to 9 months.
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Do I Have to File Tax Returns for Someone Who Died?
North Carolina requires a final state income tax return for the decedent alongside the federal Form 1040N.C. Gen. Stat. § 105-153.7Verified Sep 20, 2026View source; a federal estate tax return (Form 706) is required only for estates above $15,000,00026 USC 2001(c), 2010; P.L. 119-21 §70106Verified Sep 15, 2026View source.
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How Does Step-Up in Basis Work?
Inherited assets in North Carolina take a basis reset to fair market value on the date of death26 USC § 1014Verified Sep 15, 2026View source, and the gain on a later sale faces ordinary income tax at the state's regular ratesN.C. Gen. Stat. § 105-153.7(a) (flat individual rate: "After 2025 3.99%"); (a1) rate-reduction trigger (earliest affected year 2027)Verified Sep 15, 2026View source.
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