Inheritance and identification of heirs
Following a death, we help organise documents, identify heirs and gather information about the estate. Our support takes account of the family circumstances, the assets and the rights of those involved.
We prepare the identification of heirs before the competent authority, the list of assets, tax declarations and registration procedures relating to the inheritance. We explain the steps and the documents needed at each stage.
Dividing assets after inheritance or divorce
We review the status of the assets and the rights and responsibilities of each person involved. For out-of-court divisions of assets, we help prepare agreements and formalise them through the appropriate legal procedures.
We coordinate the documents, legal instruments and registrations needed to organise the assets, helping each decision rest on clear information about its implications.
Donation and preparation for wills
If you wish to make a donation or plan the transfer of assets, we discuss your objectives and review the documents and the legal and tax matters involved. We prepare instruments within our professional remit and assist with related registrations.
For making a will, we help prepare the relevant information and coordinate with the notary.
Families and assets across countries
We handle the Portuguese aspects of family and inheritance matters for residents and non-residents. Where assets or parties are in other countries, we organise documents and coordinate with qualified professionals in those jurisdictions.
For inheritance matters linked to France, we collaborate with French notaries. We offer appointments in Portuguese and French and arrange remote meetings where appropriate.
Planning the next steps together
We begin by understanding the family circumstances, the assets and the issues to resolve. We agree with you on the steps to take, the documents to gather and the professionals whose involvement is needed.
Where formal inventory proceedings or legal representation in court are needed, we coordinate the matter with lawyers who collaborate with this office and have the appropriate expertise for the particular case.