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

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.