Wills, Inheritance and Gifts
Select the matter you need to see all the relevant information.
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Wills
Make your will with full legal certainty
Declaration of Heirs
Obtain the notarial declaration of heirs
Estates
Acceptance and distribution of estates
Gifts and donations
Transferring assets free of charge during your lifetime
European Certificate of Succession (Certificado Sucesorio Europeo)
Document for cross-border estates within the EU
In principle, to make a will it is enough for the person making it to attend the notary's office.
Information needed to make a will
The testator's personal details
Provide the notary's office with the following personal details. You can give them when booking the appointment or by email:
- Your full name.
- Date of birth.
- The father's and mother's names, and whether they are alive or deceased.
- Marital status: single, widowed, divorced, in a registered civil partnership or married, stating your spouse's full name.
- State whether you have children, how many, and their names.
Stating your wishes
State your wishes, that is, decide what you want your will to say.
It is advisable to ask us for advice on the different options available when making a will, which vary according to your personal circumstances and nationality.
Assets in general
To make a will, providing the details listed above is enough.
The will does not need to refer to specific assets.
The usual approach is for the will to dispose of everything you own at the date of death.
Specific assets and named beneficiaries
That said, someone making a will may want to leave particular assets to particular people. In that case the testator must:
- Identify the assets clearly (a property, a car, and so on). To make this easier you can bring details of the asset, such as the title deed or a nota simple from the Land Registry.
- Clearly identify the person or people you want to leave them to.
Limits on freedom of disposal
It is important to understand that being free to make a will does not always mean being free to leave your assets to whomever you choose.
That depends on which relatives the testator has, on nationality or residence, and on various factors we need to look at case by case.
General documents required depending on who is taking part
The notary's office may ask for further documents depending on the specifics of each transaction and the applicable rules.
Book an appointment to make a will
Choose the day and time that suit you best
Ask for an appointment
Tell us what you need and we will let you know which day to come and what to bring.
Prefer to call? Ring us on +34 966 708560