---
type: "Bill"
title: "Estates and Trusts Changes."
description: "Estates and Trusts Changes."
jurisdiction: "us/states/nc"
legislature: "North Carolina General Assembly"
session: "2023"
identifier: "SB 218"
citation: "North Carolina SB 218 (2023)"
classification: ["bill"]
subjects: ["CHAPTERED", "CHILD SUPPORT", "DIVORCE", "EQUITABLE DISTRIBUTION", "ESTATES", "FAMILY ISSUES", "FINANCIAL SERVICES", "MARRIAGE & CIVIL UNIONS", "MINORS", "PRESENTED", "PUBLIC", "RATIFIED", "TRUSTS"]
status: "enacted"
primary_sponsors: ["Daniel", "Galey"]
version_count: 6
action_count: 31
vote_count: 1
first_action: "2023-03-07"
last_action: "2023-09-14"
source: "openstates"
source_identifier: "ocd-bill/9b2415c1-a468-4958-b313-dc6669fb2c91"
source_url: "https://www.ncleg.gov/BillLookUp/2023/S218"
source_hash: "776e583084f007f2132b7985f5d59d7a300f1b69ae29435e74c5313d26f309b7"
vintage: "2026-07-01"
source_snapshot: "https://data.openstates.org/daily/2026-07-01/public.pgdump"
retrieved_at: "2026-07-06"
confidence: "reported"
tags: ["legislation", "bill", "us-nc"]
---

# North Carolina SB 218 (2023) — Estates and Trusts Changes.

## Version chain

The bill's text revisions, in order — the diff chain from filing to enrollment.

1. **Filed** (filed) — [source](https://www.ncleg.gov/Sessions/2023/Bills/Senate/PDF/S218v0.pdf)
2. **Edition 1** (committee substitute) — [source](https://www.ncleg.gov/Sessions/2023/Bills/Senate/PDF/S218v1.pdf)
3. **Edition 2** (committee substitute) — [source](https://www.ncleg.gov/Sessions/2023/Bills/Senate/PDF/S218v2.pdf)
4. **Edition 3** (committee substitute) — [source](https://www.ncleg.gov/Sessions/2023/Bills/Senate/PDF/S218v3.pdf)
5. **Ratified** (committee substitute) — [source](https://www.ncleg.gov/Sessions/2023/Bills/Senate/PDF/S218v4.pdf)
6. **SL 2023-120** (committee substitute) — [source](https://www.ncleg.gov/Sessions/2023/Bills/Senate/PDF/S218v5.pdf)

## Votes

- Motion 9 To Concur — **46–0** (pass) · upper

## Sponsors

- Daniel — primary (person)
- Galey — primary (person)
- Moffitt — cosponsor (person)
- Sawrey — cosponsor (person)

## Timeline

The legislative action history — every referral, reading, and vote.

- **2023-09-14** Ch. SL 2023-120 `became-law`
- **2023-09-14** Signed by Gov. 9/14/2023 `executive-signature`
- **2023-09-14** Pres. To Gov. 9/14/2023 `executive-receipt`
- **2023-09-13** Ratified
- **2023-09-12** Ordered Enrolled
- **2023-09-12** Concurred In H Com Sub `amendment-passage`
- **2023-09-11** Placed On Cal For 09/12/2023
- **2023-09-11** Withdrawn From Com
- **2023-08-21** Ref To Com On Rules and Operations of the Senate `referral-committee`
- **2023-08-21** Special Message Received For Concurrence in H Com Sub
- **2023-08-16** Special Message Sent To Senate
- **2023-08-16** Passed 3rd Reading `passage, reading-3`
- **2023-08-16** Passed 2nd Reading `reading-2`
- **2023-08-16** Added to Calendar
- **2023-08-16** Cal Pursuant Rule 36(b)
- **2023-08-16** Reptd Fav Com Substitute `committee-passage-favorable`
- **2023-05-04** Ref To Com On Rules, Calendar, and Operations of the House `referral-committee`
- **2023-05-04** Passed 1st Reading `reading-1`
- **2023-05-04** Special Message Received From Senate
- **2023-05-04** Special Message Sent To House
- **2023-05-04** Passed 3rd Reading `passage, reading-3`
- **2023-05-04** Passed 2nd Reading `reading-2`
- **2023-05-03** Reptd Fav `committee-passage-favorable`
- **2023-05-02** Re-ref Com On Rules and Operations of the Senate `referral-committee`
- **2023-05-02** Com Substitute Adopted
- **2023-05-02** Reptd Fav Com Substitute `committee-passage-favorable`
- **2023-03-21** Re-ref to Judiciary. If fav, re-ref to Rules and Operations of the Senate `referral-committee`
- **2023-03-21** Withdrawn From Com
- **2023-03-08** Ref To Com On Rules and Operations of the Senate `referral-committee`
- **2023-03-08** Passed 1st Reading `reading-1`
- **2023-03-07** Filed `introduction`

## Source

OpenStates / OpenCivicData bulk snapshot [2026-07-01](https://data.openstates.org/daily/2026-07-01/public.pgdump); origin `ocd-bill/9b2415c1-a468-4958-b313-dc6669fb2c91`. Confidence: reported (aggregated from official North Carolina legislature records).