NC S567

Creates new Article 10 of Chapter 31 allowing courts to reform wills to correct mistakes if terms are ambiguous and testator's intent is proved by clear and convincing evidence.

Permits courts to modify wills to achieve testator's tax objectives in a manner not contrary to the testator's probable intent, with retroactive effect available.

Requires reformation or modification actions to be filed in superior court with the personal representative as a necessary party, and bars those filing such actions from later filing caveats to the will.

Amends G.S. 36C-4-415 to require trust reformation claims involve ambiguous terms, consistent with the new will reformation standards, and removes jurisdiction provisions from that statute.

Effective January 1, 2018, applies to estates of decedents dying before, on, or after that date, and to trust reformation actions filed on or after that date.