After the loss of a relative, inheritance matters can seem complicated, especially when there are several heirs or assets in different places. Preparing the right documents from the start makes the process clearer.
Statutory and testamentary inheritance
Inheritance may follow the order set by law or the wishes expressed in a will. If there is a will, it is one of the key documents to be reviewed.
Documents usually required
- the document certifying the person’s death;
- a family certificate or documents proving the family relationship;
- identity documents of the heirs;
- the will, if there is one;
- ownership documents for real estate;
- documents for bank accounts, vehicles or other assets.
The exact list depends on the assets and the circumstances of the case. Some documents may have to be obtained from different institutions or from abroad.
When disputes arise
When heirs disagree on the division of assets, or when ownership documents are incomplete, representation before institutions or the court may be needed. An early review of the documents helps identify problems and possible alternatives.