In 7 Phases: From First Consultation to Succession Completion
An Italian-German succession case can be complex and requires a structured approach to meet all legal requirements in both Germany and Italy. Here’s how the process should ideally unfold and the specific steps for working with a law firm:
What You Should Know
This is how the Process Ideally Unfolds in your Succession Case
Initial Consultation with Legal Assessment
Contact us and schedule an initial consultation. During this first meeting, your situation will be analyzed and you will receive an initial assessment of the necessary steps and potential challenges.
Estate Formation
Gather all relevant documents, such as the death certificate, wills, evidence of assets in both countries, and proof of family relationships. We will help you fully reconstruct the estate, both in Germany and Italy.
Acceptance or Renunciation of Inheritance
If you wish to accept the inheritance, you must submit a formal declaration of acceptance. For an Italian succession, we will prepare all necessary notarial declarations. These declarations can be authenticated at one of our partner notaries in Germany. For a German succession, declarations can also be made before the competent court. If you wish to renounce the inheritance, this must also be formally declared. Deadlines and procedures may vary depending on the country.
Analysis and Consultation
We examine the legal framework and potential forced heirship rights under both German and Italian law. You will receive comprehensive advice on your rights and obligations, as well as potential tax implications.
Tax Management
We advise you on your tax obligations in Germany and Italy and help you minimize any double taxation, handling the preparation and submission of necessary inheritance tax returns in both countries.
Management, Liquidation, and Protection of Inherited Assets
We support you in managing the inherited assets, including the administration of real estate, bank accounts, and other assets in both countries. If you wish to sell or transfer assets, we will handle the legal execution of these transactions.
Succession Completion
We assist you in the liquidation and distribution of assets to the heirs, ensuring that all legal requirements are met. After a final consultation, we prepare a final report detailing all steps taken and costs incurred.
