{"id":33565,"date":"2022-11-04T13:27:00","date_gmt":"2022-11-04T12:27:00","guid":{"rendered":"https:\/\/www.cbleon-abogados.com\/how-to-process-an-inheritance-we-have-a-complete-guide\/"},"modified":"2022-11-04T13:27:02","modified_gmt":"2022-11-04T12:27:02","slug":"how-to-process-an-inheritance-we-have-a-complete-guide","status":"publish","type":"post","link":"https:\/\/cbleon-abogados.com\/en\/how-to-process-an-inheritance-we-have-a-complete-guide\/","title":{"rendered":"How to process an inheritance? We have a complete guide"},"content":{"rendered":"<div id=\"ez-toc-container\" class=\"ez-toc-v2_0_82_2 counter-hierarchy ez-toc-counter ez-toc-white ez-toc-container-direction\">\n<div class=\"ez-toc-title-container\">\n<p class=\"ez-toc-title\" style=\"cursor:inherit\">Tabla de Contenidos<\/p>\n<span class=\"ez-toc-title-toggle\"><a href=\"#\" class=\"ez-toc-pull-right ez-toc-btn ez-toc-btn-xs ez-toc-btn-default ez-toc-toggle\" aria-label=\"Toggle Table of Content\"><span class=\"ez-toc-js-icon-con\"><span class=\"\"><span class=\"eztoc-hide\" style=\"display:none;\">Toggle<\/span><span class=\"ez-toc-icon-toggle-span\"><svg style=\"fill: #999;color:#999\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" class=\"list-377408\" width=\"20px\" height=\"20px\" viewBox=\"0 0 24 24\" fill=\"none\"><path d=\"M6 6H4v2h2V6zm14 0H8v2h12V6zM4 11h2v2H4v-2zm16 0H8v2h12v-2zM4 16h2v2H4v-2zm16 0H8v2h12v-2z\" fill=\"currentColor\"><\/path><\/svg><svg style=\"fill: #999;color:#999\" class=\"arrow-unsorted-368013\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"10px\" height=\"10px\" viewBox=\"0 0 24 24\" version=\"1.2\" baseProfile=\"tiny\"><path d=\"M18.2 9.3l-6.2-6.3-6.2 6.3c-.2.2-.3.4-.3.7s.1.5.3.7c.2.2.4.3.7.3h11c.3 0 .5-.1.7-.3.2-.2.3-.5.3-.7s-.1-.5-.3-.7zM5.8 14.7l6.2 6.3 6.2-6.3c.2-.2.3-.5.3-.7s-.1-.5-.3-.7c-.2-.2-.4-.3-.7-.3h-11c-.3 0-.5.1-.7.3-.2.2-.3.5-.3.7s.1.5.3.7z\"\/><\/svg><\/span><\/span><\/span><\/a><\/span><\/div>\n<nav><ul class='ez-toc-list ez-toc-list-level-1 ' ><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-1\" href=\"https:\/\/cbleon-abogados.com\/en\/how-to-process-an-inheritance-we-have-a-complete-guide\/#Processing_an_inheritance_step_by_step\" >Processing an inheritance step by step<\/a><ul class='ez-toc-list-level-3' ><li class='ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-2\" href=\"https:\/\/cbleon-abogados.com\/en\/how-to-process-an-inheritance-we-have-a-complete-guide\/#Obtaining_the_death_certificate\" >Obtaining the death certificate<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-3\" href=\"https:\/\/cbleon-abogados.com\/en\/how-to-process-an-inheritance-we-have-a-complete-guide\/#Processing_an_inheritance_%E2%80%93_Investigating_whether_the_deceased_granted_a_will\" >Processing an inheritance &#8211; Investigating whether the deceased granted a will<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-4\" href=\"https:\/\/cbleon-abogados.com\/en\/how-to-process-an-inheritance-we-have-a-complete-guide\/#Obtaining_the_will\" >Obtaining the will<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-5\" href=\"https:\/\/cbleon-abogados.com\/en\/how-to-process-an-inheritance-we-have-a-complete-guide\/#Did_the_deceased_have_any_assets\" >Did the deceased have any assets?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-6\" href=\"https:\/\/cbleon-abogados.com\/en\/how-to-process-an-inheritance-we-have-a-complete-guide\/#Heirs_options\" >Heirs&#8217; options<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-7\" href=\"https:\/\/cbleon-abogados.com\/en\/how-to-process-an-inheritance-we-have-a-complete-guide\/#Distribution_of_assets\" >Distribution of assets<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-8\" href=\"https:\/\/cbleon-abogados.com\/en\/how-to-process-an-inheritance-we-have-a-complete-guide\/#Paying_taxes\" >Paying taxes<\/a><\/li><\/ul><\/li><\/ul><\/nav><\/div>\n<h2><span class=\"ez-toc-section\" id=\"Processing_an_inheritance_step_by_step\"><\/span><span style=\"color: #000000;\"><strong>Processing an inheritance step by step<\/strong><\/span><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p><span style=\"color: #000000;\">Losing a family member or loved one is a painful event. In general, we feel frustrated and distressed and the least we want to do is to take care of legal procedures, for example, to process an inheritance. It is common to feel blocked in the face of such a painful situation. It is also common to leave the entire legal burden in the hands of a third party, which is recommended, a legal professional with experience in the field of inheritance. Likewise, we want to help you by leaving you a guide of what to do to process an inheritance and do not miss a step in the legal procedure.<\/span><\/p>\n<h3><span class=\"ez-toc-section\" id=\"Obtaining_the_death_certificate\"><\/span><span style=\"color: #000000;\"><strong>Obtaining the death certificate<\/strong><\/span><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><span style=\"color: #000000;\">Obtaining the death certificate, which is an official document, is the first thing to do. This document serves to confirm the death of the deceased and will allow the probate process to begin, it is also requested for the burial.<\/span><br \/>\n<span style=\"color: #000000;\">It is a simple procedure to obtain this document. It can even be done online, through the website of the Ministry of Justice. If you prefer the traditional way, request the document at the Civil Registry of the area where the deceased died.<\/span><\/p>\n<h3><span class=\"ez-toc-section\" id=\"Processing_an_inheritance_%E2%80%93_Investigating_whether_the_deceased_granted_a_will\"><\/span><span style=\"color: #000000;\"><strong>Processing an inheritance &#8211; Investigating whether the deceased granted a will<\/strong><\/span><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><span style=\"color: #000000;\">With the death certificate in hand and after 15 days, the inheritance can be processed. At this point what should be done is to investigate if the deceased granted a will or if he died intestate.<\/span><br \/>\n<span style=\"color: #000000;\">The Certificate of Last Will and Testament is needed to know these points:<\/span><\/p>\n<ul>\n<li><span style=\"color: #000000;\"><strong>Whether or not he\/she made a will during his\/her lifetime<\/strong><\/span><\/li>\n<li><span style=\"color: #000000;\"><strong>The last will and testament drafted<\/strong><\/span><\/li>\n<li><span style=\"color: #000000;\"><strong>Where to find this will<\/strong><\/span><\/li>\n<li><span style=\"color: #000000;\"><strong>There is a fee to obtain this certificate. In 2022 the amount was fixed at 3.82 euros.<\/strong><\/span><\/li>\n<li><span style=\"color: #000000;\"><strong>It is also recommended to request the Certificate of Insurance Contracting, to verify if the deceased had an insurance policy contracted.<\/strong><\/span><\/li>\n<\/ul>\n<h3><span class=\"ez-toc-section\" id=\"Obtaining_the_will\"><\/span><span style=\"color: #000000;\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-33385 size-full\" src=\"https:\/\/www.cblspanishlawyers.com\/wp-content\/uploads\/2022\/10\/tramitar-una-herencia-pasos-a-realizar.jpg\" alt=\"processing an inheritance steps to be taken\" width=\"1999\" height=\"1333\" srcset=\"https:\/\/cbleon-abogados.com\/wp-content\/uploads\/2022\/10\/tramitar-una-herencia-pasos-a-realizar.jpg 1999w, https:\/\/cbleon-abogados.com\/wp-content\/uploads\/2022\/10\/tramitar-una-herencia-pasos-a-realizar-300x200.jpg 300w, https:\/\/cbleon-abogados.com\/wp-content\/uploads\/2022\/10\/tramitar-una-herencia-pasos-a-realizar-1024x683.jpg 1024w, https:\/\/cbleon-abogados.com\/wp-content\/uploads\/2022\/10\/tramitar-una-herencia-pasos-a-realizar-768x512.jpg 768w, https:\/\/cbleon-abogados.com\/wp-content\/uploads\/2022\/10\/tramitar-una-herencia-pasos-a-realizar-1536x1024.jpg 1536w, https:\/\/cbleon-abogados.com\/wp-content\/uploads\/2022\/10\/tramitar-una-herencia-pasos-a-realizar-370x247.jpg 370w, https:\/\/cbleon-abogados.com\/wp-content\/uploads\/2022\/10\/tramitar-una-herencia-pasos-a-realizar-760x507.jpg 760w\" sizes=\"auto, (max-width: 1999px) 100vw, 1999px\" \/><\/span><br \/>\n<span style=\"color: #000000;\"><strong>Obtaining the will<\/strong><\/span><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><span style=\"color: #000000;\">Once the above procedures have been completed, the relatives of the deceased can live through 4 possible scenarios:<\/span><\/p>\n<p><span style=\"color: #000000;\"><strong>Having a closed will<\/strong>: In this case, the relatives must go to the notary&#8217;s office to know the last will of the deceased.<\/span><\/p>\n<p><span style=\"color: #000000;\"><strong>An open will:<\/strong> In this scenario the family members are aware of the contents of the will and can choose between processing the inheritance at the notary&#8217;s office or through a private document.<\/span><\/p>\n<p><span style=\"color: #000000;\"><strong>If a will exists<\/strong>, but the notary is deceased or the notary&#8217;s office is closed: In this case, family members should go to the Notary Association and investigate which notary&#8217;s office inherited the file they are interested in.<\/span><\/p>\n<p><span style=\"color: #000000;\"><strong>If there is no will:<\/strong> In this case, the next of kin should go to the notary&#8217;s office of the place of death. The objective is to declare the heirs so that they are established as the heirs of the will.<\/span><\/p>\n<h3><span class=\"ez-toc-section\" id=\"Did_the_deceased_have_any_assets\"><\/span><span style=\"color: #000000;\"><strong>Did the deceased have any assets?<\/strong><\/span><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><span style=\"color: #000000;\">Generally, family members do not know what assets the deceased had. In order to know them and to be able to process the inheritance, they must follow a series of legal mechanisms.<\/span><\/p>\n<p><strong><span style=\"color: #000000;\">In order to know the real estate, a Nota Simple Registral is requested. If the relatives are unaware of their own existence, a location note is requested from the Land Registry. In the latter case it is necessary to go to the cadastre if the real estate is not registered.<\/span><\/strong><\/p>\n<p><span style=\"color: #000000;\">In the case of bank accounts, it is necessary to go to the corresponding bank branch and request proof of balance and other items.<\/span><br \/>\n<span style=\"color: #000000;\">If it is not known whether the deceased had bank assets, you should go to the Bank of Spain to ask for proof of positions and movements.<\/span><\/p>\n<p><span style=\"color: #000000;\">To find out if he had vehicles, the DGT is asked for a list of cars and possible unpaid fines that the deceased may have had pending.<\/span><\/p>\n<h3><span style=\"color: #000000;\"><strong><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-33391 size-full\" src=\"https:\/\/www.cblspanishlawyers.com\/wp-content\/uploads\/2022\/10\/familia-herencia.jpg\" alt=\"family inheritance\" width=\"1280\" height=\"854\" srcset=\"https:\/\/cbleon-abogados.com\/wp-content\/uploads\/2022\/10\/familia-herencia.jpg 1280w, https:\/\/cbleon-abogados.com\/wp-content\/uploads\/2022\/10\/familia-herencia-300x200.jpg 300w, https:\/\/cbleon-abogados.com\/wp-content\/uploads\/2022\/10\/familia-herencia-1024x683.jpg 1024w, https:\/\/cbleon-abogados.com\/wp-content\/uploads\/2022\/10\/familia-herencia-768x512.jpg 768w, https:\/\/cbleon-abogados.com\/wp-content\/uploads\/2022\/10\/familia-herencia-370x247.jpg 370w, https:\/\/cbleon-abogados.com\/wp-content\/uploads\/2022\/10\/familia-herencia-760x507.jpg 760w\" sizes=\"auto, (max-width: 1280px) 100vw, 1280px\" \/><\/strong><\/span><\/h3>\n<h3><span class=\"ez-toc-section\" id=\"Heirs_options\"><\/span><span style=\"color: #000000;\"><strong>Heirs&#8217; options<\/strong><\/span><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><span style=\"color: #000000;\">In general, you have 5 options and we explain them below:<\/span><\/p>\n<p><span style=\"color: #000000;\"><strong>1. Accepting the inheritance, including debts<\/strong><\/span><br \/>\n<span style=\"color: #000000;\"><strong>2. Failure to accept the inheritance through a public document<\/strong><\/span><br \/>\n<span style=\"color: #000000;\"><strong>3. To renounce the inheritance in favor of a third person. In this case, the inheritance is accepted and donated to a third party.<\/strong><\/span><br \/>\n<span style=\"color: #000000;\"><strong>4. To accept the succession with benefit of inventory. Debts are paid with the inheritance and if anything remains for the heir(s).<\/strong><\/span><br \/>\n<span style=\"color: #000000;\"><strong>5. Deliberate. This is a right that the heir can exercise, request to see the inherited assets and decide whether to accept them, renounce them or accept the succession with the benefit of the inventory.<\/strong><\/span><\/p>\n<h3><span class=\"ez-toc-section\" id=\"Distribution_of_assets\"><\/span><span style=\"color: #000000;\"><strong>Distribution of assets<\/strong><\/span><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><span style=\"color: #000000;\">The next step in the <a style=\"color: #000000;\" href=\"https:\/\/www.cbleon-abogados.com\/en\/counseling-in-civil-law-spain\/\">inheritance<\/a> process <a style=\"color: #000000;\" href=\"https:\/\/www.cbleon-abogados.com\/en\/counseling-in-civil-law-spain\/\">is the distribution of assets<\/a>. It can be done in two ways:<\/span><br \/>\n<span style=\"color: #000000;\">It is reflected in the notebook if the heirs reach an agreement regarding the assets.<\/span><br \/>\n<span style=\"color: #000000;\">If the heirs do not reach an agreement, an accountant is appointed who, by law, must not assign a property with an obligation to compensate, unless there is an authorization.<\/span><\/p>\n<h3><span class=\"ez-toc-section\" id=\"Paying_taxes\"><\/span><span style=\"color: #000000;\"><strong>Paying taxes<\/strong><\/span><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><span style=\"color: #000000;\">In order for the heirs to obtain the inherited assets, they must pay the Inheritance Tax. This must be done within half a year of death.<\/span><\/p>\n<p><span style=\"color: #000000;\">They must also pay the Plusvalia Municipal, in case the locality so requires.<\/span><\/p>\n<p><span style=\"color: #000000;\">Being aware of all the legal procedures for handling an inheritance will make the process somewhat easier. With this guide we wanted to ease the legal burden after a painful event.<\/span><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Processing an inheritance step by step Losing a family member or loved one is a painful event. In general, we feel frustrated and distressed and the least we want to do is to take care of legal procedures, for example, to process an inheritance. It is common to feel blocked in the face of such a painful situation. It is&hellip;<\/p>\n","protected":false},"author":5,"featured_media":33384,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"_joinchat":[],"footnotes":""},"categories":[101],"tags":[],"class_list":["post-33565","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-news"],"acf":[],"_links":{"self":[{"href":"https:\/\/cbleon-abogados.com\/en\/wp-json\/wp\/v2\/posts\/33565","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/cbleon-abogados.com\/en\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/cbleon-abogados.com\/en\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/cbleon-abogados.com\/en\/wp-json\/wp\/v2\/users\/5"}],"replies":[{"embeddable":true,"href":"https:\/\/cbleon-abogados.com\/en\/wp-json\/wp\/v2\/comments?post=33565"}],"version-history":[{"count":0,"href":"https:\/\/cbleon-abogados.com\/en\/wp-json\/wp\/v2\/posts\/33565\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/cbleon-abogados.com\/en\/wp-json\/wp\/v2\/media\/33384"}],"wp:attachment":[{"href":"https:\/\/cbleon-abogados.com\/en\/wp-json\/wp\/v2\/media?parent=33565"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/cbleon-abogados.com\/en\/wp-json\/wp\/v2\/categories?post=33565"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/cbleon-abogados.com\/en\/wp-json\/wp\/v2\/tags?post=33565"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}