Wills and inheritances
Planning an inheritance and recording our wishes in a will allows us to organise the future and make the necessary procedures easier for our loved ones.
En Notaría de Blas & Lluna te ofrecemos asesoramiento notarial para hacer testamento, tramitar una herencia, realizar la aceptación y adjudicación de bienes hereditarios o gestionar una declaración de herederos, siempre de acuerdo con la legislación aplicable.
Our aim is to support you throughout the entire process, clearly explaining the different options and helping you formalise the necessary documentation with legal certainty.
Wills before a notary
A notarial will allows you to determine how you want your assets to be distributed after your death, within the limits established by law.
The notary advises you on the different options and draws up the will in accordance with your wishes, ensuring that it is properly formalised.
Making a will is a simple procedure that can help avoid future complications and make the inheritance process easier.
Inheritances and acceptance of inheritance
Following a person’s death, the heirs must complete various procedures in order to receive and have the assets and rights forming part of the inheritance transferred to them.
At Notaría de Blas & Lluna, we can help you with the acceptance and distribution of an inheritance, as well as with other notarial documents related to succession.
We review the available documentation and guide you through the necessary steps based on each family and financial situation.
Declaration of heirs
When a person dies without having made a will, it may be necessary to carry out a declaration of intestate heirs to determine who their legal heirs are.
The notary office can handle this procedure when the legally established requirements are met.
Required Documentation
The required documentation will depend on whether you are making a will or dealing with an inheritance.
To make a will
To make a will before a notary, you will generally need:
- Valid ID card, NIE or other valid identification document.
- Personal details of the people you wish to designate as heirs or beneficiaries.
- Information about your family circumstances, where relevant.
- An explanation of your wishes and how you want to organise your succession.
The notary will let you know if you need to provide any additional documentation depending on the circumstances of your situation.
To handle an inheritance
To handle the acceptance and distribution of an inheritance, you may generally need documentation such as:
- Death certificate.
- Certificate from the General Register of Last Wills and Testaments.
- Authorised copy of the will, if one exists.
- ID card or other identification documents of the deceased and the heirs.
- Family record book or other documents proving the family relationship, where applicable.
- Documentation relating to the assets and rights that form part of the inheritance.
- Property deeds or title documents for the properties.
- Land Registry information for the assets.
- Bank documentation relating to accounts, deposits or investments.
- Documentation relating to vehicles, shares or other assets, where applicable.
- Information about any debts and obligations of the deceased.
The specific documentation required may vary depending on the circumstances of each inheritance. Before starting the procedure, we will inform you of everything you need to prepare the deed.
Frequently Asked Questions about Wills and Inheritances
Yes. A notarial will allows you to record your wishes regarding your succession and makes it easier for your heirs, when the time comes, to understand and manage the succession in accordance with the provisions of the will.
When a person dies without a will, the inheritance is handled according to the rules of intestate succession. In certain cases, it will be necessary to carry out a declaration of intestate heirs to determine who is entitled to inherit.
Yes. You can make a new will at a later date. A valid subsequent will can modify or revoke previous provisions, as applicable.
The cost of a notarial will is subject to the notarial fees established by law. You can contact our notary office to find out about the procedure and the costs applicable to your case.
The freedom to dispose of your assets by will is subject to the limits established by succession law. In particular, the rights of forced heirs or heirs entitled to a reserved share must be taken into account where applicable.
The reserved share is the part of the inheritance that the law reserves for certain heirs, known as heirs entitled to a reserved share. Its regulation may vary depending on the succession law applicable to the case.
It is the act by which a person called to an inheritance expresses their intention to accept it. Subsequently, where applicable, the inherited assets and rights are distributed.
Not all inheritances necessarily require a public deed for every procedure, but notarial involvement is common and may be necessary or advisable to formalise the acceptance and distribution of certain assets, especially when properties are involved.
Yes. A person called to an inheritance can renounce it, but it is important to understand the legal and tax implications before making a decision.
When there are several heirs, it will be necessary to determine each heir’s share and, where applicable, carry out the partition and distribution of the inherited assets.
It is advisable to start the procedures as soon as possible after the death, especially because there are tax deadlines that must be taken into account when settling certain taxes related to the succession.
Yes. The notary can advise you on the legal aspects of the succession and explain what documentation and procedures are required to formalise the will or handle the inheritance.
Do you need to make a will or handle an inheritance?
At Notaría de Blas & Lluna, we offer personalised advice to help you plan your succession or handle the necessary procedures following the death of a family member.
If you need to make a will, accept an inheritance, distribute inherited assets, arrange a declaration of heirs or have any questions about a succession, we are here to help.
Te ayudamos a entender cada paso y a preparar la documentación necesaria para formalizar el trámite con seguridad jurídica.
Do you have any questions? We’re here to help
Tell us about your situation and we’ll guide you through the steps you need to take. We’ll help you answer your questions and find the best way to handle your notarial matters.