1st Step:
Research and Identification of Heirs
- We take over the inheritance case commissioned by the probate court or on our own initiative.
- We reconstruct the family tree of the deceased person - if necessary, across national borders.
- Based on the family relationships, we identify all potential heirs.
2nd Step:
Contacting the heirs
- We contact the potential heirs.
- We diligently describe the situation and explain our approach.
- We offer all heirs a Fee Contract based on which we advance our investigations up to the conclusion of the case.
- The heirs grant us powers of attorney, through which we can complete the further proceedings with the authorities on their behalf.
3rd Step:
Evidence Management
- By means of the heirs' powers of attorney, we inspect the details of the probate file at the probate court.
- We obtain - at our expense - all necessary documents and deeds in certified form in order to legitimize the inheritance claims vis-à-vis the court.
- In international cases, we also take care of certified translations.
4th Step:
Application for the Certificate of Inheritance
- We review all documents and forward them, along with the family tree, to the probate court.
- We draft the application for a Certificate of Inheritance and the corresponding affidavit for the community of heirs.
- We accompany the probate court proceedings until the Certificate of Inheritance is issued. Fees for the Certificate of Inheritance are borne by us.
5th Step:
Settlement of the Estate by the Estate Trustee
- The trustee closes the accounts and securities accounts of the decedent.
- They also sell any real estate and valuables.
6th Step:
Disbursement
- A specialized tax advisor governs the inheritance tax procedure.
- The probate court pays the inheritance into a trustee account.
- Inheritance shares are paid out to the heirs.
- We receive the remuneration agreed upon in the Fee Contract.
