Inheritance and gifts
The statutory order of succession rarely suits your individual life situation A notarized will or contract of inheritance provides clarity and avoids unwanted consequences. A lifetime gift can also offer tax advantages. We provide you with comprehensive advice to ensure that your assets are transferred according to your wishes – legally compliant and future-oriented.
Your notary for wills, inheritance contracts and gifts
The statutory order of succession rarely corresponds to the personal wishes of the testator. A notarized will or contract of inheritance enables the last wishes to be implemented so that they are clearly defined and inheritance disputes are avoided. Tax aspects and company successions can also be optimally regulated in this way.
In many cases, it can make sense to transfer assets during your lifetime by way of a gift. This allows you to make optimum use of tax-free allowances and minimize tax burdens. We advise you on the best options and design your arrangements in such a way that your interests and your individual life situation are the focus.
Have you already inherited and need to divide real estate or other estate assets between several heirs? Here too, we can support you with our expertise.
Our notarial services relating to inheritance & gifts
Will & inheritance contract
We advise you on the best way to settle your estate – whether it’s an individual will, a spouse’s will or an inheritance contract. Notarization ensures legal certainty. We arrange company successions in the event of inheritance in consultation with your tax advisor.
Gift & lifetime transfer
Gifts and transfers are legally structured and notarized. Together with your tax advisor, we make optimum use of tax allowances. Real estate and assets can be secured with usufruct or residential rights.
Settlement of inheritance
We help communities of heirs with the distribution of the estate. Clear rules avoid disputes and enable a smooth property transfer.
Carefree bequests and gifts – with notarial security
Settling an estate is a sensitive issue that should be considered at an early stage. A notarized will or a lifetime gift can avoid disputes and secure tax advantages. Whether you want to transfer your assets in a targeted manner or make fair inheritance arrangements, we can support you with our expertise.
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Frequently asked questions
A will must be clearly formulated. However, as general and legal language are not always the same, it is advisable to involve a notary who can provide you with neutral and independent advice. Another advantage is that a notarized will or contract of inheritance replaces an otherwise necessary certificate of inheritance. The deeds are officially kept and registered in the Central Register of Wills of the Federal Chamber of Notaries. This ensures that all relevant documents are taken into account in the event of an inheritance and avoids long waiting times, which are often accompanied by uncertainty.
By making a lifetime gift, you can arrange your estate succession in a legally secure manner even before your death. In addition to the inclusion of children and grandchildren in the distribution of assets, the use of tax allowances can also be a reason for a gift. You can remain protected, for example through residential or usufructuary rights. Talk to us, we will be happy to advise you!
Without a will, intestate succession applies. This can mean that your assets are not distributed according to your wishes, for example if you do not have a good relationship with your legal heirs. Particularly if a company is part of the estate, intestate succession is often not the best solution.
An individual will can be revoked or amended at any time. An inheritance contract or a joint will can have different degrees of binding force. In some cases, changes are only possible with the consent of all parties involved. Please contact us for an individual solution.
It may make sense to disclaim an inheritance if, for example, the estate is over-indebted, as you (and your children) could be liable for any estate liabilities with your personal assets. The renunciation of an inheritance must be declared within six weeks of becoming aware of your status as an heir. The date of receipt of the declaration by the competent probate court is decisive.
Your notary,
Your contact
My team and I are on hand to provide you with expert advice – in person on site or conveniently via video conference. In the area of corporate law, we also offer you the option of carrying out notarizations and certifications online, so that you can deal with your concerns efficiently and regardless of location.