Legal Heirs
Identifying relevant heirs and considering the documentation required in relation to legal heirship.
HERITANT · Succession & Inheritance
Legal assistance concerning succession, inheritance, legal heirship and the transmission of assets following the death of a family member.
HERITANT
From Planning
to Implementation.
Succession assistance
Following a person's death, family members may need legal documentation or court-related procedures to establish entitlement or deal with particular assets.
The appropriate process depends on factors including whether a valid Will exists, the nature of the assets, applicable succession law and the documentation required by the relevant authority or institution.
What we consider
Identifying relevant heirs and considering the documentation required in relation to legal heirship.
Considering whether a succession certificate may be relevant to particular debts or securities.
Reviewing death records, family documents, asset records and other supporting material.
Assistance with applicable court-related succession procedures where required.
Assistance concerning the legal transmission or transfer of relevant assets.
Considering the family structure, applicable succession position and circumstances of the estate.
Our assistance
A succession certificate, legal heirship document, probate or another procedure may be relevant depending on the estate and the particular asset involved.
Initial succession consultation
01Review of family and asset information
02Succession Certificate-related assistance
03Legal heirship documentation assistance
04Review of supporting documents
05Identification of potentially applicable procedures
06Asset transmission documentation where applicable
07Coordination with related estate procedures where required
08The correct procedure depends on the estate
Succession Certificate, legal heirship, probate and other succession procedures are not interchangeable. The appropriate requirement depends on the nature of the assets, the existence and legal effect of any Will, applicable law and the authority dealing with the asset.
Consultation