Inheritance and Wills
An inheritance requires reconstructing family relationships, wills, assets, debts, and assignments made during one's lifetime. We assist in assessing inheritance positions and managing disputes, distinguishing between tax obligations and civil matters relating to inheritance rights.
Identify the heirs, assets and testamentary provisions
When opening an inheritance, it's necessary to identify family members, any wills, assets, relationships, and debts. The first step is to organize the information without confusing tax obligations, acceptance of the inheritance, and division among beneficiaries: these are separate issues that must be coordinated.
We examine titles, family relationships, and existing deeds. Donations, joint ownership, previous agreements, and transfers can impact the reconstruction and require documentation, not just memories or expectations.
Acceptance, waiver and debts
Before using or disposing of the inherited assets, it is advisable to evaluate the beneficiary's position, debts, and the effects of the actions performed. Acceptance, benefit of inventory, and renunciation have different prerequisites, forms, and consequences; possession of the assets can make verifying the terms particularly important.
Assistance also takes into account the presence of minors or persons subject to protective measures, for which specific procedures and authorizations may be required. Coordination with notaries and other professionals is defined based on the requested activities.
Reading and preparing a will
A will must express a comprehensible intention and comply with the required formalities. We assist in evaluating the provisions and their consequences, distinguishing attributions, conditions, legacies, and relationships with the shares reserved for forced heirs.
During the planning process, we reconstruct the family and financial situation and identify the issues to be addressed with the notary when necessary. The document must be revised if the family, financial situation, or objectives change; a generic formula can leave the most delicate points unresolved.
Disputes and protecting your rights
A doubt about the validity of a will is different from a potential infringement of the reserved share. We identify the correct issue, the relevant evidence, and the relevant deadlines. Capacity, authenticity, form, and asset reconstruction may require different verifications and expertise.
We consider negotiating with interested parties, mediation, and legal assistance when necessary. The goal is to clarify rights and alternatives, considering costs, duration, and the consequences for family relationships without promising a conflict-free solution.
An example: will and previous donations
One child receives less than the others and feels excluded. Before concluding that there has been an injury, it is necessary to reconstruct the assets, debts, dispositions, and relevant donations. The content of the will alone may not be sufficient to understand the situation.
The example is illustrative and does not indicate odds or results applicable to every family.
Documents and initial orientation
Relevant family certificates and information, wills and probate records (if available), real estate titles, bank documents, debts, donations, and completed deeds are helpful. It immediately indicates whether someone owns inherited assets or has received requests for payment.
Frequently asked questions
Does the inheritance declaration resolve every issue?
No: tax obligations must be separated from civil matters.
Do you inherit only the assets?
Debts must also be considered.
Can I agree on everything with the other interested parties?
The purpose, form, and rights involved must be verified before signing.
Related services