Inheritance and wills
The moment of granting a will, making a declaration of heirs or formalising an inheritance are very important moments in people's lives.
At JLA Notarios we offer services related to succession law, both to arrange your succession and to distribute an inheritance, guaranteeing the best advice tailored to your particular needs and the study of the tax implications of each case. At no time do we neglect the human factor, even offering home notary services if necessary.
Wills
The will is a document in which a person orders the distribution of their assets and rights for after their death. It may also contain personal content to, for example, protect minor children or the spouse.
To make a will you only need:
- ID card, passport, residence card or NIE.
- The will to make it.
- Details of the people who will receive assets in the inheritance.
At JLA Notarios we specialise in advising on and signing wills.
If you have any questions, do not hesitate to contact us. We will be happy to help you.
If you want to learn more about wills, there are several explanatory articles on our blog:
- Testamento de extranjeros y testamento hecho en país extranjero
- Preguntas frecuentes sobre testamentos
- Tipos de Testamento
- ¿Cuánto tiempo hay para reclamar una herencia?
- Qué hacer cuando hay un fallecido con testamento
- Herencia a beneficio de inventario
- Heredero universal con testamento
- ¿Qué es albacea en un testamento?
- Diferencias entre herencia y legado
- ¿Cómo se hace un testamento?
- Herencia entre cónyuges: Proteger al cónyuge viudo con un testamento
- Testamento Vital ante Notario
- Legado digital: ¿qué es y cómo gestionarlo?
- Diferencias entre testamento abierto y cerrado
- ¿Qué es un testamento abierto?
- ¿Se puede desheredar a un hijo?
- ¿Por qué conviene hacer un testamento?
Inheritances
Through the deed of inheritance, the will to accept or renounce the right to succession is declared. In addition, the assets and rights of the deceased would be inventoried and distributed among the heirs.
To formalise an inheritance the following is required:
- DNI, passport, residence card or NIE.
- Death certificate.
- Certificate of last wills.
- Authentic copy of the last will granted or, failing that, declaration of heirs ab intestato.
- Life insurance certificate.
- Deeds or simple notes from the registry showing ownership and description of all properties.
- Bank balance certificate.
- Ownership documents of other assets and rights.
- Documents proving compliance with tax requirements for the exemption.
One of our specialities at JLA Notarios is the processing of inheritances, as we provide comprehensive specialised services in inheritance management. Therefore, we can take care of all procedures, including the calculation and payment of Inheritance Tax and registration in the Property Registry.
If you need help with an inheritance, we will be happy to assist you and can send you a free, no-obligation quote.
If you want to know more about which taxes have to be paid on an inheritance, you can consult the following articles:
- Herencias en España: las preguntas más frecuentes
- Herencia sin testamento: Conoce cómo se reparte y su trámite
- Herencias con o sin testamento: ¿Cómo funciona?
- Tramitar una herencia en cinco pasos
- ¿Los herederos pueden pedir extractos bancarios?
- El ajuar doméstico en la herencia: concepto, valor fiscal y reparto
- ¿Cuánto tiempo hay para reclamar una herencia?
- Qué hacer cuando hay un fallecido con testamento
- ¿Donación, Herencia o Patrimonio Protegido?
- ¿Se puede dividir una casa heredada?
- Fideicomiso en España, ¿qué es y para qué sirve?
- ¿La Pareja de Hecho tiene Derecho a Herencia?
- ¿Qué es el Certificado Sucesorio Europeo y para qué sirve?
- Reparto de Herencia entre Hermanos con Testamento
- ¿Como se puede repartir una herencia?
- ¿Qué es una Herencia Yacente?
- Herencia a beneficio de inventario
- Heredero universal con testamento
- Diferencias entre herencia y legado
- Adición de herencia
- Qué es el Certificado de Últimas Voluntades
- ¿Cómo se valoran los bienes de una herencia?
- La partición de una herencia
- Qué es la Legítima en Herencias en España
- Ley 3/2023 de 16 de marzo: Principales novedades de la última reforma fiscal en Cataluña
- Gastos e impuestos en una herencia
- ¿Es necesario ir al Notario para una herencia?
- Aceptación de Herencia: Todos sus tipos y forma de rechazo
- Cómo calcular el impuesto de sucesiones y no perderse ningún beneficio fiscal. Pequeña guía de cálculo del ISD.
- El impuesto de sucesiones: ¿Cuánto tengo que pagar por heredar?
- Cómo formalizar una herencia ante Notario y algunas consideraciones para pagar menos Impuestos de Sucesiones (ISD)
- Donación o herencia: ¿Qué es mejor?
Minutes of declaration of intestate heirs
It is a file in which the Notary certifies who are, according to the law, the heirs of a deceased person. These records are only necessary when there is a death without a will.
To process an abintestato certificate the following is required:
- ID card, passport, residence card or NIE of the interested parties.
- ID card of the deceased.
- Two witnesses who have no direct interest in the inheritance.
- Death certificate.
- Certificate of last wills proving that no Civil will was made or the family book.
- In the case of common-law couples, those documents that prove their existence or mutual cohabitation.
- Certificate, if necessary, of death of those persons who could have the right to the inheritance, such as children or spouse, and the supporting documents of those who, where appropriate, would take their place in the inheritance.
Our notary office specialises in the formalisation of heir declaration certificates and we can assist you in processing the entire inheritance procedure, including the payment of taxes. We will be pleased to help you.
For more information contact us or visit our blog.
Advance directives and living will
When a person is seriously ill, they may not be able to make certain decisions. Through the writing of advance directives, the individual gives a series of instructions on a number of vital matters such as the decision on whether they wish to be resuscitated or not, the application of certain medical therapies, organ donation and the disposition of mortal remains, as well as funeral rites and the granting of power over medical care.
- ID card, passport, residence card or NIE. If you have the GenCat Health Card, it is advisable to provide it.
- The identity of the persons to whom you wish to grant certain powers.
With just these requirements, the specialised technicians at JLA Notarios can advise you on the signing of your advance directives.
Renunciations of inheritances
The deed of renunciation of an inheritance allows one to refuse the inheritance of a specific person who has already passed away in order not to receive any of their assets, rights, or debts. It is especially used to avoid receiving a poisoned inheritance or one with debts.
To renounce an inheritance, we only need the following documents:
- ID card, passport, residence card or NIE of the person who wants to renounce the inheritance.
- Death certificate or the details of the person whose inheritance is to be renounced. It is essential for this person to have died for it to take effect, as otherwise it is invalid.
With these documents, at JLA Notarios we can assist you in processing your renunciation of inheritance.
Donations of goods charged to future inheritance
It consists of a person receiving goods today from another who will have the right to inherit in the future, so that when the donor dies, the recipient will receive less in that inheritance by the amount already received.
International inheritances
These are inheritances in which there is some international element, such as when a foreigner resides in Spain, a Spaniard residing abroad, or the existence of assets in multiple countries.
At JLA Notarios we can assist you in English.
Succession agreements
Succession agreements are those agreements between the parties by which the assets they wish to distribute during their lifetime are divided, either through the transfer of ownership at the time of signing or by conditioning it on the death of the owner.
Addition of inheritance
The deed of addition to inheritance is the notarial document in which new hereditary assets that were not included in a first inheritance are included, for example, because they were unknown at that time. You will need to pay the taxes to the Tax Office and if there are properties, they must be registered in the Property Registry.
- Deed of acceptance and adjudication of inheritance to which the assets are to be added.
- DNI, passport, residence card or NIE of all heirs and legitimate heirs. They may attend the signing in person or by proxy.
- Documents identifying the ownership of the assets to be added.
Deeds of delivery of legacies or of taking possession of the legacy
In the deeds of delivery of legacies, it is certified that the heirs deliver a legacy to a legatee.
In the deeds of taking possession of a legacy, it is certified that the legatee has taken possession of a legacy by themselves, as authorised by the testator, or in cases permitted by law.
- ID card, passport, residence card or NIE.
- Death certificate.
- Certificate of last wills.
- Authentic copy of the last will granted.
- Document or title proving ownership and identification of the asset, right or bank account.
Payment of compulsory portion
It is the notarial deed in which the legitimate portion is paid to the heirs by the inheritors. It can be done in a separate deed or included in the inheritance deed. It should be noted that the heirs and their corresponding rights vary in Common Law and the different regional laws.
- ID card, passport, residence card or NIE.
- Death certificate.
- Certificate of last wills.
- Authentic copy of the last will granted.
- Document accrediting the value of the legitimate portion, for example, the inheritance deed where all the inventoried assets are listed.
Sale of hereditary rights
It is the deed in which one person sells to another the rights they hold in an inheritance. This legal transaction can only take place once the deceased has passed away and the right to acquire the inheritance has arisen, in accordance with article 1,271 of the common civil code and 411-7 of the Civil Code of Catalonia. It can be granted by listing all or some of the assets of the inheritance or without listing them.
It is also important to know that, in the case of the sale of hereditary rights, the other co-heirs have a right of first refusal.
- ID card, passport, residence card or NIE.
- Death certificate.
- Certificate of last wills.
- Authentic copy of the last will granted or, failing that, declaration of heirs ab intestate.
- If all or some of the assets that make up the hereditary right being sold are detailed, provide the documents that prove ownership of the assets, rights and bank accounts.
