Notary partners

Family
Law

Our goal is to provide a solid legal approach and personalized support for all your questions in family law.

Conjugal life is based on a number of legal elements that must be understood before constructing a household.

Our team will be at your side from the first steps of your married life (or civil union) in order to permit you to choose the matrimonial regime or civil union (PACS) contract best suited to your situation.

Our expertise will help you to make adjustments throughout your life with different legal options taken to protect the interests of your family: a change in matrimonial regime, inter vivos gifts between spouses, powers of attorney for future protection.

Our skills

Marriage contracts
Civil union (PACS) contracts
Change in matrimonial regime
Inter vivos gifts

Estate planning is one of our most important responsibilities: choosing the right time to act, optimizing tax liability and legally securing your assets.

Given the changes in our society, such as the prolongation of life expectancy and the proliferation of relevant laws, we can help you plan the disposition of your estate and anticipate potentially significant consequences for your family or heirs. We can assist you in the execution of an inheritance, whether of national or international dimension.

Our skills

Gifts and inter vivos asset transfers
Wills
Inheritance formalities
Power of attorney for future and posthumous protection

First steps

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).

See more +

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
Concerning the heirs (spouse, children, etc…)
- Complete family record book (Livret de famille)
- Marriage contracts
- Copy of change in matrimonial regime (if applicable)
- Bank details of heirs
Concerning gifts made by the deceased
- Will (holographic or drawn up by notary)
- Inter vivos gifts
- Gifts made to heirs
- Individual gifts and donations
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)
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.
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
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
Concerning business assets
- Certificate of purchase
- Articles of incorporation, updated and identifying certificate (K BIS)
- Details of company 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
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