In order to facilitate the drawing up of your file, here is a list of documents which may be requested in the context of the execution of an inheritance (probate)
1. Concerning the deceased
- Original death certificate
- complete family record book (Livret de famille)
- marriage contract of the deceased
- copy of change in matrimonial regime (if applicable)
- copy of divorce or separation certificates
2. Concerning the heirs (spouse, children, etc…)
- complete family record book (Livret de famille)
- marriage contract
- copy of change in matrimonial regime (if applicable)
- Bank details of heirs
3. Concerning gifts made by the deceased
- Will (holographic or drawn up by notary)
- Inter vivos gifts
- Gifts made to heirs
- Individual gifts and donations
4. Concerning gifts received by the deceased before or during his or her marriage
- Copy of deed of gift
- Copy of deed of partition
- Copy of declaration of succession after the decease of parents of the deceased
- Information concerning the alienation, during the marriage, of assets which may have belonged to the deceased or to his/her spouse (through inheritance, gift or other manner free of charge)
5. Concerning the assets of the estate
- Bank addresses and account numbers for all bank accounts
- Savings books
- Relevant addresses and identifying numbers for retirement funds
- Relevant addresses and identifying numbers for life insurance policies
- Registration papers of vehicles (automobile, motorcycle, etc) with estimated value according to Argus used car guide on the day of decease.
6. Concerning real estate assets
- Property title deeds (deed of sale, real estate certificate, deed of gift, etc)
- Details of the asset manager
- Copy of leases
- Value of the property on the day of decease
7. Concerning a company
- Articles of incorporation, updated and identifying certificate (K BIS)
- Details of company accountant
- Number of shares in the company held by the deceased (and/or his/her spouse) and their real value on the day of decease (information to be furnished by the accountant)
- Amount of dividends due on the day of decease
- Balance of current account of the deceased
8. Concerning business assets
- Certificate of purchase
- Articles of incorporation, updated and identifying certificate (K BIS)
- Details of business’ accountant
- Commercial lease
- Sales figures and profits dating back 3 years
- management lease contract
- Equipment inventory (itemized and estimated per item)
- Stock inventory on the day of decease
9. Concerning debts and liablities
- Details of building management firm (copy of most recent building charge invoice)
- Unpaid invoices on the day of decease (electricity, telephone, medical expenses, etc.)
- Invoice for funeral costs
- Acknowledgement of debt
- Tax liablity (property tax, residency tax, income tax, social contributions).
- Wealth tax notice
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