North Carolina Will Intake

Guided information collection • Drafting aid only • Not a signed will

Before you begin

Private online case

This intake uses a secure browser session after a private link is opened. The long-lived access token is removed from the address bar and is not retained in normal browser storage after session exchange.

Online case not yet activated.
This stays with the intake through later revisions.
Each resubmission creates a new revision.

This interview collects facts and your wishes so a North Carolina will can be prepared and reviewed. It does not itself create or sign a will.

Using your phone to attach documents

You do not need to scan anything. When asked for a document, tap the upload button. On most phones you can choose Camera or Take Photo, photograph the page, and return to the form. The form will show a preview so you can make sure the picture is readable.

1. About You

This answer should be reviewed before drafting or execution.
Potential undue-influence issue — review required.

2. Marriage / Partner

How to take a clear picture of this document

  1. Lay the document flat on a table in good light.
  2. Make sure all four corners of the page are visible.
  3. Hold the phone directly above the page, not at an angle.
  4. Tap the document on the camera screen so it focuses.
  5. Keep your hands and shadows off the page.
  6. Take one picture for each page, including signature pages and attachments.
  7. After attaching the picture, check the preview below. If the words are blurry, dark, or cut off, retake it.
Important: For multi-page documents, attach every page in order.
Upload a photo or document if available.
North Carolina surviving-spouse rights may affect this plan. Attorney review required.

3. Children & Descendants

4. Existing Estate Documents

How to take a clear picture of this document

  1. Lay the document flat on a table in good light.
  2. Make sure all four corners of the page are visible.
  3. Hold the phone directly above the page, not at an angle.
  4. Tap the document on the camera screen so it focuses.
  5. Keep your hands and shadows off the page.
  6. Take one picture for each page, including signature pages and attachments.
  7. After attaching the picture, check the preview below. If the words are blurry, dark, or cut off, retake it.
Important: For multi-page documents, attach every page in order.

How to take a clear picture of this document

  1. Lay the document flat on a table in good light.
  2. Make sure all four corners of the page are visible.
  3. Hold the phone directly above the page, not at an angle.
  4. Tap the document on the camera screen so it focuses.
  5. Keep your hands and shadows off the page.
  6. Take one picture for each page, including signature pages and attachments.
  7. After attaching the picture, check the preview below. If the words are blurry, dark, or cut off, retake it.
Important: For multi-page documents, attach every page in order.

5. Property & Accounts

For each major asset, identify ownership/title and any beneficiary designation. This helps determine whether the will controls it.

How to take a clear picture of this document

  1. Lay the document flat on a table in good light.
  2. Make sure all four corners of the page are visible.
  3. Hold the phone directly above the page, not at an angle.
  4. Tap the document on the camera screen so it focuses.
  5. Keep your hands and shadows off the page.
  6. Take one picture for each page, including signature pages and attachments.
  7. After attaching the picture, check the preview below. If the words are blurry, dark, or cut off, retake it.
Important: For multi-page documents, attach every page in order.

6. Debts & Obligations

7. Who Should Receive Your Property?

Shares should total 100% if you use percentages.

8. Minors, Trusts & Special Situations

9. Minor Children & Guardians

10. Executor

11. Business Interests

How to take a clear picture of this document

  1. Lay the document flat on a table in good light.
  2. Make sure all four corners of the page are visible.
  3. Hold the phone directly above the page, not at an angle.
  4. Tap the document on the camera screen so it focuses.
  5. Keep your hands and shadows off the page.
  6. Take one picture for each page, including signature pages and attachments.
  7. After attaching the picture, check the preview below. If the words are blurry, dark, or cut off, retake it.
Important: For multi-page documents, attach every page in order.

12. Digital Assets

13. Pets

14. Funeral / Remains

15. Risks / Special Review

16. Final Scenario Check

16A. Additional Legal & Drafting Details

16B. Anything Else We Should Know?

If yes, please explain it here. You may also attach documents, photos, or other supporting materials that may help us understand it.
This response will be flagged for reviewer attention.

17. Final Review & Submit

Finish your intake

Review what is missing, save your latest changes, and submit the current revision for review. Submitting this intake does not create or sign a will.

Online status: checking…
What happens after you submit?
1. This revision is stored as a submitted intake record.
2. The reviewer can use the submitted answers and supporting documents when preparing or reviewing the will.
3. If anything changes, you can reopen the intake, edit it, and submit a newer revision.
Signing, witnessing, notarization, and execution of the actual will happen separately from this intake.
Other options
Reviewer package = a readable HTML file with the intake summary, review flags, missing items, document list, case ID, and revision. Drafting notes = a plain-text version that is easy to paste into a drafting workflow or ChatGPT.
Saved locally