The acceptance and allocation of inheritance assets must be granted in a public deed before a Notary.
We currently offer inheritance services, and below is the necessary documentation.
Death certificates and the General Registry of Last Wills certificate, along with an authorized copy of the will.
If there is a declaration of heirs ab intestato, the authorized copy of the certificate, or a court decree declaring the heirs.
Heirs' and spouse's (if applicable) details and ID.
Property titles of the assets included in the inheritance.
Property tax receipts (IBI) for the last year.
Bank certifications of securities, accounts, and investment funds included in the inheritance, and account statements from the previous year.
Debts and expenses incurred directly due to the death.
If the deceased left a will, an authentic copy of the will is requested, and the provisions are reviewed to identify the designated heirs or legatees.
If the deceased did not leave a will, a declaration of heirs is carried out. This procedure determines if the deceased had children, or in the absence of descendants, if they had parents, thus establishing the legal heirs.
Once the heirs are determined, the deceased's assets are listed and appraised with the notary's advice.
At this point, the acceptance and allocation of the inheritance are carried out, legacies are delivered, and any joint ownership is dissolved, if applicable.