Succession Planning as a Tool for Peace

Drafting a will with a notary is an act of responsibility that prevents countless legal and personal issues for your loved ones in the future. Many families make the mistake of delaying this decision, which means that, when the time comes, the intestate succession law is strictly applied, which may not align with your true wishes. We provide expert guidance to clearly establish your intentions with full legal clarity, respecting mandatory entitlements and seeking solutions to protect the surviving spouse or more vulnerable children, ensuring your estate is distributed exactly as you decide.

Our preventive advice goes beyond the mere drafting of the notarial document. We analyse your family and wealth situation to design an inheritance strategy that prevents future disputes among heirs. A poorly drafted or ambiguous will is the root of most legal conflicts among siblings, which can end up blocking assets for years. By leaving your last wishes perfectly tied up and legally explained, you offer your family the security and harmony needed to face the mourning without disputes over the distribution of the estate.

Administrative Management and Tax Optimisation

The death of a loved one initiates a complex bureaucratic process that must be resolved within strict deadlines, often while the family is still coming to terms with the loss. From obtaining the death certificate and the last will declarations to the declaration of heirs, whether testate or intestate, each step requires precision to avoid penalties. Our team handles the collection of all necessary banking, land registry, and other registration documentation to form the inventory of assets, relieving the family of the administrative burden at an emotionally challenging time and ensuring compliance with the legal deadlines set by the authorities.

The fiscal aspect is, undoubtedly, one of the major concerns when receiving an inheritance. Inheritance Tax and Municipal Capital Gains... we conduct a preliminary tax study prior to acceptance to calculate the real economic impact and apply all available regional or state reductions and allowances to ensure you pay the minimum possible legally. Once the taxes are settled, we manage the registration of the real estate in the name of its new owners in the Land Registry, closing the succession cycle with complete assurance and allowing you full freedom to use the inherited assets.