Document guide
Which documents are needed for the succession?
Answer a few questions and we'll tell you right away, for free, what you'll need in your case. No obligation. And if something is missing, we can often retrieve it.
Typical documents for the succession declaration
Below are the most common documents. Not all are always needed: it depends on your case (that's what the tool above is for).
ID document and tax code
ID of the deceased and the heirs. The tax code is required only for the heirs.
AlwaysHeir's IBAN
Always required, for refunds or to debit taxes.
AlwaysDeath certificate
Or the substitute declaration of death certificate and family status of the deceased: we provide the form.
AlwaysSelf-certification of family status for each heir
Used to identify the heirs: one form each — we provide it.
AlwaysCadastral searches
Of the properties in the succession. We can retrieve them for you.
If there are propertiesTitle deeds
Deeds, gifts or previous succession declarations.
If there are propertiesWill
Copy of the published will, if any.
If there is a willAccount balance certification
Balances of accounts, passbooks and securities at the date of death.
If there are accounts/investmentsCan't find a document? We can often retrieve it: cadastral searches, title deeds, missing data. It's part of our job.
This list is indicative and adapts to the data you enter. Lorenzo confirms the final list after reviewing your specific case.