HomeBlogHow to correctly transfer an inheritance in France so as not to ruin the heirs

    How to correctly transfer an inheritance in France so as not to ruin the heirs

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    Dear friends!

    On December 14, I broadcast live on my profile Instagram  on a very important topic: How to transfer an inheritance correctly so as not to ruin the heirs.

    This was a joint broadcast with Maitre Olga De Weck, a lawyer at the Paris Chamber of Lawyers.

    Olga specializes in family, business and labor law. On your Instagram profile @olga_de_weck shares examples from practice and gives a lot of useful information.

    Olga answered private questions in the comments to the announcement post dated 12/09/21 here link to post

    On air we discussed the following topical issues with specific examples:

    Who has the right to inheritance in France?

    First of all, children. They have a reserved portion of the inheritance. To increase the minimum share of the inheritance for the wife, there are the following solutions:

    • Will.
    • Donation graduelle.
    • Donation au dernier vivant.
    • Include your wife in the Clause Bénéficier of the Assurance Vie and PER contracts.

    How to enter into inheritance rights?

    • Collect documents.
    • Go to a notary.
    • Obtain an acte notaire to check bank accounts and transactions for the last 3-5 years.
    • In the case of expensive interior items, order an assessment of movable property.

    The video is posted on my youtube channel

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    Olga Rouzade
    Olga Rouzade
    Advisor on business creation and promotion and organization of personal, family finances. I help to create a program of solutions to achieve your financial goals taking into account tax optimization. I consult on issues of business creation and promotion in France.

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