What Steps Are Required to Open an Estate Proceeding When No Probate Case Exists in SC?

The information on this site is for general informational purposes only, may be outdated, and is not legal advice; do not rely on it without consulting your own attorney. See full disclaimer.

Disclaimer: This article is for informational purposes only and does not constitute legal advice. Consult a qualified attorney in South Carolina for guidance specific to your situation.

Detailed Answer

When no probate case exists for a decedent’s estate in South Carolina, interested parties must take the following steps to open an estate proceeding:

  1. Determine Proper Jurisdiction and Venue. Under S.C. Code Ann. § 62-3-201, file in the Probate Court of the county where the decedent was domiciled at death (S.C. Code Ann. § 62-3-201).
  2. Locate the Original Will (if any). Submit the decedent’s original will with your petition. If the will cannot be located, include an affidavit explaining the circumstances.
  3. Prepare and File a Petition. File a petition to probate the will (if one exists) or to appoint an administrator under S.C. Code Ann. § 62-3-202 (S.C. Code Ann. § 62-3-202). Include:
    • Decedent’s full name, address, and date of death
    • Names and addresses of heirs or beneficiaries
    • Estimated value of assets and liabilities
  4. Provide Required Documentation. Attach:
    • Certified death certificate
    • Original will (if available)
    • Affidavit of Surviving Heirs
    • Consent forms, if beneficiaries agree on the appointment
  5. Notice and Hearing. Serve notice on all interested parties. Publish notice in a local newspaper if required by S.C. Code Ann. § 62-3-304 (S.C. Code Ann. § 62-3-304).
  6. Appointment of Personal Representative. After the notice period, the court holds a hearing. If no valid objections arise, the clerk issues Letters Testamentary or Letters of Administration under S.C. Code Ann. § 62-3-401 (S.C. Code Ann. § 62-3-401).
  7. Post-Appointment Duties. The personal representative must:
    • Post a bond (if required by the court)
    • Inventory estate assets within 90 days
    • Manage assets and pay valid debts
    • File final accounting before distributing assets

Helpful Hints

  • Verify the decedent’s domicile carefully; venue is strictly governed by statute.
  • Obtain multiple certified copies of the death certificate early.
  • Gather up-to-date contact information for all heirs and beneficiaries.
  • Review local court rules for filing fees and publication procedures.
  • Consider consulting a probate attorney for complex estates or disputes.
  • Maintain organized records of all filings, notices, and correspondence.
  • Be mindful of creditor claim deadlines—typically eight months after appointment.

The information on this site is for general informational purposes only, may be outdated, and is not legal advice; do not rely on it without consulting your own attorney. See full disclaimer.