Inheritance: a difficult time, without worrying about the paperwork
We handle inheritance for many families in Sant Cugat. When you lose someone close, the last thing you want to think about is paperwork. We tell you which documents are needed, calculate and file the inheritance tax and take care of transferring ownership of assets and accounts.
Documentation
Death certificate, certificate of last wills, the will itself and an inventory of assets: we help you gather everything. It’s the first step in any inheritance.
Taxes
Inheritance tax, municipal capital gains tax (plusvalía) and, if needed, the final income tax return. With inheritance, the tax deadlines matter.
Distribution and ownership
We coordinate with the notary and make the changes at the Registry, the banks and the DGT.
Inheritance: support for families
Inheritance matters call for time and sensitivity. We also help you plan your succession in advance, so your loved ones don’t have to face complications.
Inheritance in four steps
Getting to know each other
An initial conversation, by phone or at our office, to understand your situation and what you need.
We review the documents
We gather the necessary documents and details, and tell you clearly if anything is missing.
We get to work
We prepare, file and process whatever is needed, with clear timelines from the start.
Follow-up
We keep you informed and check that everything stays in order. If anything comes up, we let you know. That way, inheritance matters are wrapped up without surprises.
Frequently asked questions about inheritance
If you have any other questions about inheritance, write to us and we’ll answer them.
What is the deadline for paying inheritance tax?
In Catalonia, inheritance tax must be filed within six months of the death, and an extension can be granted if you apply within the first five months. That’s why it’s best to start gathering the paperwork early. When handling an inheritance, meeting the deadlines avoids surcharges and interest that make no sense to pay.
What documents are needed to handle an inheritance?
The death certificate, the certificate of last wills, the life insurance certificate, the will (or a declaration of heirs if there isn’t one), and a list of assets and debts: accounts, properties, vehicles or investments. We prepare a tailored checklist for you and help you obtain any missing certificates.
What if there is no will, or the estate has debts?
A declaration of heirs is needed, before a notary if the heirs are children, parents or a spouse, or through the courts in other cases. Once that’s done, inheritance is handled in the same way: inventory, inheritance tax, acceptance and changes of ownership. We’re with you every step of the way.
Not necessarily. You can accept it with benefit of inventory (limiting your liability to the value of the estate) or renounce it. Before you decide, we review the assets and debts so you can make the best choice.
Can you help us plan an inheritance during our lifetime?
Yes, and it’s one of the best decisions a family can make. We review your assets, explain the reductions and allowances provided for under Catalan law and suggest how to organise everything so that future inheritances are simpler and less costly for your loved ones.
How much does it cost to process an inheritance?
It depends on the number of heirs, the assets and how complex the case is. After the first meeting we give you a fixed quote, so you don’t have to worry about surprises at what is already a difficult time.
What happens if one of the heirs lives abroad?
That’s not a problem at all. We work with clients from several countries and coordinate the signatures and powers of attorney needed so the inheritance can move forward without anyone having to travel.
What our clients say
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