HERITANT · Succession & Inheritance

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

Different assets can require different procedures.

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

Succession matters may involve.

Legal Heirs

Identifying relevant heirs and considering the documentation required in relation to legal heirship.

Debts & Securities

Considering whether a succession certificate may be relevant to particular debts or securities.

Supporting Records

Reviewing death records, family documents, asset records and other supporting material.

Court Procedures

Assistance with applicable court-related succession procedures where required.

Asset Transmission

Assistance concerning the legal transmission or transfer of relevant assets.

Family Circumstances

Considering the family structure, applicable succession position and circumstances of the estate.

Our assistance

Succession-related 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

01

Review of family and asset information

02

Succession Certificate-related assistance

03

Legal heirship documentation assistance

04

Review of supporting documents

05

Identification of potentially applicable procedures

06

Asset transmission documentation where applicable

07

Coordination with related estate procedures where required

08

The 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

Discuss a succession or inheritance matter with us.

Book a Consultation