Frequently asked questions about Succession

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A question ? Need help ?

(...) Now the notary is asking us to personally sign the inventory closure deed. Why ? The purpose of closing the inventory is to confirm that all operations have been completed. On this occasion, those who were in possession of the deceased's assets before the inventory or who lived in…

No. The universal legacy makes it possible to set aside the right of return of the brothers and sisters, including if it is made for the benefit of the Civil Union partner of the testator (art. 757-3 C. civ. et Cass. Civ. 1e, 28 Jan. 2015, n°14-20.587).

No. Conditions in a will (“charges”) must be possible (Civil Code, Article 900). Here she has two capacities: legatee (bound by the condition) and legal heir as spouse. If she refuses the legacy, she is no longer bound but can still inherit as surviving spouse.

No. Article L132-11 of the French Insurance Code provides that “where life insurance in the event of death has been taken out without the designation of a beneficiary, the guaranteed capital or annuity forms part of the policyholder’s estate or succession.” Therefore, if no beneficiary is named in the contract…

No, if the value of the estate's assets is clearly greater than the amount of the debts, you can simply accept the inheritance without the judge's authorization. However, you must first and foremost obtain a certificate drawn up by the notary in charge of settling the succession establishing that the…

Frequently asked questions about Succession

A question ? Need help ?

My brother has passed away. He was single and didn’t have children. My sister and I have conducted an inventory of his estate for the purposes of the tax inheritance declaration. I live abroad and was able to be represented. (...)

My partner appointed me as the sole legatee of his property upon his death. Can his brothers and sisters still take over the property he received from their parents, by inheritance?

My brother died leaving everything to his wife on condition she provides me “care of any kind.” If she refuses the legacy, must she still comply?

I was told that if no beneficiary is designated in a life insurance contract, the funds are acquired by the financial institution managing it. Is this true?

My brother and I shall inherit from our father who has just passed away. As the guardian of my weaker adult brother, am I required to go to the judge to accept the inheritance on his behalf?