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The key phases of the estate settlement

While notaries are often called upon to assist their clients on the occasion of happy events, they are also present for more painful events, such as an estate settlement of a close family member. Over and above the administrative formalities to be executed at the time of death, the loss of the person’s estate, with a deadline of 6 months for filing the inheritance tax form with the tax authorities. The aim of this guide is to set out the major stages in an estate settlement from a notarial point of view. It is therefore intented first of all for heirs in order to provide them with the necessary information to understand the formalities to be carried out during the months after death and the choices that they must make. It is also intended for all those who want to anticipate their succession as carefully as possible and reduce foreseeable difficulties to a minimum.

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