INHERITANCE · EU RESIDENTS
Settling an estate with assets in Spain
We bring together the notarial, tax, banking and registration steps needed for Spanish estate assets, working with the professional handling any overseas part of the estate.
THE STEPS INVOLVED
From initial review
to practical completion.
Organising the file
An initial inventory identifies assets, debts and the people involved. We flag urgent matters and missing documents without waiting for every overseas formality to be completed.
Discuss your situationChecking foreign documents
Wills, grants and other succession evidence must be assessed for their use in Spain. Depending on the issuing country and document, further evidence, authentication or translation may be required.
Discuss your situationPreparing the allocation
We reconcile the beneficiaries’ rights, valuations and agreed arrangements to prepare the necessary documentation. Minors, usufruct rights or disagreement may require additional steps.
Discuss your situationCompleting the administration
Spanish filings, property registration and bank release procedures are followed through. We can also coordinate changes of account holder and the supporting records to be supplied to the overseas adviser.
Discuss your situationINITIAL DOCUMENTS
A clear starting point
for your case.
You do not need a complete file to get started. After an initial review, we explain which documents are still needed.
- Civil-status records and wills
- Inventory of Spanish assets and accounts
- Documents from the overseas estate professional
- Heirs’ details and family relationships
EU RESIDENTS AND SPAIN
For clients resident in the EU
Your country of residence, nationality and family circumstances may point to different legal and tax requirements. We establish the facts and coordinate your Spanish matter with the relevant advisers.
- Identify the deceased’s habitual residence, nationality, wills and any choice of national law; the heir’s EU residence alone does not determine the succession law.
- We assess the appropriate succession evidence with the competent professional in the country concerned. Ireland and Denmark do not participate in the EU Succession Regulation.
- Confirm the residence and family relationship of each heir separately for the Spanish tax review. Family members may have different positions.
- Coordinate the Spanish assets, deadlines and supporting documents with the professional handling the estate abroad.
FREQUENTLY ASKED QUESTIONS
What you may want
to know before acting.
Should I wait until probate abroad is complete?
No. Contacting us early helps identify Spanish deadlines and organise the missing documents alongside the foreign process.
Is there a fixed completion time?
It depends on the assets, documents, beneficiaries and authorities. The overall administration period is different from a tax-filing deadline.
Can you help release Spanish bank balances?
We can coordinate the required bank procedures within the agreed mandate and subject to the bank’s documentary requirements.
Does being an EU resident decide the inheritance law?
No. The deceased’s position and any valid choice of law must be examined. The heir’s residence is not enough to determine who inherits.
Will you work with my adviser abroad?
Yes, where appropriate and with your agreement. We coordinate the Spanish documents and steps with your own qualified adviser, who remains responsible for advice and filings in their jurisdiction.
LET’S DISCUSS YOUR CASE
Would you like us to review your situation?
Tell us about your plans or concerns. We will connect you with the appropriate specialist in our team in Spain.
Send us your question through the contact form. We will connect you with the right specialist.
Go to the contact formThis is general information, to be applied to your circumstances and the rules in force. Sirejacob Legal & Tax advises on your matter in Spain. Foreign law and overseas filings are handled, where needed, with your own qualified adviser.