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Ensuring equality between his two heirs


Ensuring equality between his two heirs

September 2026

This reader of Le Particulier has already transferred a large portion of his real estate assets, thereby carefully planning his estate.

One question remains, however: how can he ensure equality between his two daughters? If he wishes for each to receive an equal share of his estate, the arrangements chosen to achieve this equality warrant further review.

With this in mind, he consulted the advice of Sandrine LAMERAND, Notaire in Lyon.

Three tips for better planning the transfer:

  • Tip #1: Ensure that his daughters share his view of equality
  • Tip #2: Prioritize making contributions to the oldest life insurance policy
  • Tip #3: Review the beneficiary clauses of his life insurance policies

This article is only available in French


Notary

Sandrine LAMERAND - Althémis Lyon

Sandrine LAMERAND

Lyon

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