INHERITANCE & SUCCESSION
Inheritance & Succession in Portugal
Dealing with an inheritance in Portugal can involve legal, tax and administrative procedures, particularly when heirs or beneficiaries live abroad.
I will provide personal assistance throughout the process, helping you understand the steps involved and handling the necessary documentation and formalities.
I assist Portuguese and international clients with inheritance and succession matters involving assets in Portugal, providing clear guidance and practical support from the initial procedures through to the administration and transfer of inherited assets.
INHERITANCE PROCEDURES
How I will assist with an inheritance in Portugal
I will guide you through the inheritance process and handle the necessary legal, tax and administrative procedures, coordinating the different stages and documentation required according to your circumstances.
Identification of heirs
I will handle the procedures required to identify and formally establish the persons entitled to the inheritance.
Tax & administrative formalities
I will handle the necessary tax and administrative formalities relating to the inheritance, including the required declarations and documentation.
Representation in Portugal
If you are based abroad, I will represent you in Portugal where appropriate and handle the necessary inheritance procedures on your behalf through a power of attorney.
Inheritance documentation
I will obtain, review and prepare the documentation required for the inheritance procedure and the assets involved.
Transfer of inherited assets
I will handle the procedures relating to inherited property and other assets in Portugal, including the documentation required for their registration or transfer.
Ongoing coordination
I will coordinate the different stages of the inheritance procedure and remain available to assist with related legal and administrative matters throughout the process.
Bank Accounts & Other Assets
I will handle the documentation and procedures required in relation to Portuguese bank accounts and other assets forming part of the inheritance.
INTERNATIONAL CLIENTS
Handling an inheritance in Portugal from abroad
If you are an heir or beneficiary living outside Portugal, you do not necessarily need to travel to Portugal to deal with an inheritance involving Portuguese assets.
With the appropriate power of attorney, I will represent you in Portugal and handle the necessary inheritance procedures on your behalf, coordinating the documentation and formalities throughout the process.
I will keep you informed as the procedure progresses and remain your point of contact in Portugal, providing continuity and personal support throughout the inheritance process.
Português • English • Français • Legal representation & personal support • Practising since 2011
FREQUENTLY ASKED QUESTIONS
Inheritance & Succession in Portugal
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Not necessarily. If you live abroad, I will handle the procedures that can be carried out on your behalf through an appropriate power of attorney, avoiding unnecessary travel whenever possible.
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Yes. I will assist with the inheritance procedures relating to the property, including the necessary documentation, tax and administrative formalities and the updating of the relevant registrations.
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A Deed of Heirship (Habilitação de Herdeiros) formally identifies the heirs of a deceased person. I will assist with the preparation of the necessary documentation and handle the appropriate procedures for establishing the heirs.
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Yes. I regularly assist with inheritance matters involving international clients and assets in Portugal. I will coordinate the documentation required from abroad and handle the procedures that can be carried out in Portugal on your behalf.
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Yes. Where an estate is to be divided between several heirs, I will assist with the documentation and procedures required for the division and allocation of the inherited assets.
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Yes. I will assist with the documentation and procedures relating to Portuguese bank accounts and other assets forming part of the inheritance, according to the circumstances of the estate.
CLIENT TESTIMONIAL
Inheritance assistance in Portugal
“J’ai sollicité Monsieur Martins dans le cadre de la vente d’une maison en succession et partage d’héritage. Ce dossier assez complexe a été conduit avec professionnalisme et attention pour toutes les démarches nécessaires, administratives et fiscales.
Merci pour ce travail.”
P. Perez
Inheritance & property matter — Lagos, Portugal
English translation of the testimonial above:
“I contacted Mr Martins regarding the sale of a property involving an inheritance and the division of an estate. This fairly complex matter was handled with professionalism and close attention to all the necessary administrative and tax procedures. Thank you for your work.”
LET’S TALK
Dealing with an inheritance in Portugal?
Whether you have inherited property or other assets in Portugal, need assistance with succession procedures or are dealing with an inheritance from abroad, I will provide personal support and handle the necessary legal, tax and administrative formalities.
If you are based abroad, I will coordinate the process in Portugal, handle the procedures that can be carried out on your behalf and keep you informed throughout the process.