INHERITANCE · RESIDENTS OUTSIDE THE EU
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
RESIDENTS OUTSIDE THE EU AND SPAIN
For clients resident outside the EU
We help English-speaking clients living outside the EU manage their interests in Spain. Your specific country, documents and tax residence are assessed individually, rather than applying one rule to every non-EU situation.
- A foreign grant of probate, letters of administration, will or court order may need to be examined and supplemented for the Spanish estate; the requirements vary by jurisdiction.
- We assess habitual residence, nationality and any choice of law. Living outside the EU does not mean the Spanish succession analysis can ignore the European conflict-of-law framework.
- We check whether regional Spanish inheritance-tax rules are available in your case; living outside the EU does not by itself exclude them.
- Plan the issue, authentication and translation of foreign estate documents alongside the Spanish timetable rather than waiting for probate abroad to finish.
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.
Am I automatically excluded from regional Spanish inheritance-tax treatment?
No. Residence outside the EU does not by itself exclude regional treatment. The estate’s connecting factors and the conditions of the relevant rules must be checked.
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.