The executrix explained yesterday on La Selva (3Cat) the necessary steps when there is a death and the inheritance must be handled:

DOCUMENTS TO OBTAIN

⏺️Death certificate.

⏺️Certificate of last wills, which will indicate whether the deceased executed a will.

⏺️Life insurance certificate(s).

⏺️Authentic copy of the will, if any. This must be requested from the notary who authorized the will or from the one who holds the protocol (notary or Notaries’ Association).

⏺️Balance and account position certificates as of the date of death issued by the banks where the deceased held financial assets and/or debts.

⏺️Simple extracts (basic searches) from the Land Registers, if the deceased owned real estate.

⏺️Cadastral certificates, if the deceased owned real estate.

✅INHERITANCE INVENTORY AND ASSET VALUATION

✅DISTRIBUTION OF THE HEREDITARY ESTATE

On this last point Meritxell Gabarró reiterated that she does not like “equal shares” wills and that, nevertheless, when deciding what to allocate to each heir, they should consider whether they need to share the properties or whether they can find a better solution that allows each to have their own, agreeing on compensations, for example.

LEGAL MORAL: Think carefully whether sharing a property is the best option for you.