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

    date

    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

    Useful content? Share with your friends on social networks!
    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.

    Sign up for
    consultation

    Sign up for a consultation and get professional help with your project...

    Related articles:

    Real case: how to open an individual entrepreneurship in France for a French teacher quickly and easily

    How to open a micro-entreprise in France in 7 days? The real story of my client: from collecting documents to registration with SIRET.

    Business Trends in France 2025: Opportunities and Prospects

    Find out how artificial intelligence, ecology and support for local brands are changing the business environment in France by 2025.

    Auto-Entrepreneur Invoice: How to do it?

    How to issue an invoice if you are an Auto-Entrepreneur? Whether you are invoicing an individual or a company, it is important to comply with the rules and legal requirements. This article will help you avoid mistakes and penalties by providing all the information you need about preparing invoices

    How to get your income tax refund in 2025

    Find out how when you calculate your income tax, a credit balance will appear on your tax account in July.

    Business Registration in France - From Photographer to Winner of Wedding Awards 2024

    How a photographer registered a business in France, used our support and became the winner of the Wedding Awards 2024.

    Our services

    Financial protection in case of temporary and permanent disability and loss of a breadwinner

    Avizen Pro is an insurance product specifically designed for self-employed workers, providing reliable financial protection against the consequences of death, disability and/or temporary disability.

    Accident insurance

    Discover the need for accident insurance.

    How to protect your loved ones from loss of autonomy

    The main purpose of the Entour'Age contract is to offer the insured person (and his loved ones) specific solutions when he begins to need constant care. Read more in the article.

    Funeral insurance ESSEN'CIEL

    ESSEN'CIEL lasts a lifetime and ends with the death of the insured, but also in the event of termination or complete abandonment of the contract. Find out the details.
    More articles on the topic:

    Widow's benefit and survivor's pension - your support in difficult times

    Losing a loved one is a difficult experience. We offer detailed guidance on claiming widowhood and survivor benefits to help you through this difficult period. Find out about the required documents, conditions and application procedure.

    How to report death to the tax office?

    Reporting the death of a loved one to the tax authorities is an important formality. Find out how to report a death to the IRS, who is responsible for paying taxes after death, and what deadlines must be met to avoid penalties.

    Financial protection in case of temporary and permanent disability and loss of a breadwinner

    Avizen Pro is an insurance product specifically designed for self-employed workers, providing reliable financial protection against the consequences of death, disability and/or temporary disability.
    en_USEnglish