{"id":25554,"date":"2024-02-02T15:58:45","date_gmt":"2024-02-02T13:58:45","guid":{"rendered":"https:\/\/legapass.com\/?p=25554"},"modified":"2026-01-06T18:46:34","modified_gmt":"2026-01-06T16:46:34","slug":"prevoyant-accelerer-succession-methodes-notaires","status":"publish","type":"post","link":"https:\/\/legapass.com\/en\/prevoyant-accelerating-succession-methods-notaries\/","title":{"rendered":"How to speed up an inheritance: methods and advice from notaries"},"content":{"rendered":"<div data-elementor-type=\"wp-post\" data-elementor-id=\"25554\" class=\"elementor elementor-25554\" data-elementor-post-type=\"post\">\n\t\t\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-60e8c40d elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"60e8c40d\" data-element_type=\"section\" data-e-type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-6c32a83c\" data-id=\"6c32a83c\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-57098d0b elementor-widget__width-initial elementor-widget elementor-widget-text-editor\" data-id=\"57098d0b\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t<p>SUMMARY:<\/p><ul><li><a href=\"#role-etapes\">The role of the notary and the steps to follow in a succession<\/a><ul><li><a href=\"#role\">Understand the role of the notary in succession.<\/a><\/li><li><a href=\"#etapes\">The main stages of an estate<\/a><\/li><\/ul><\/li><li><a href=\"#astuces\">Tips and methods to speed up estate settlement<\/a><ul><li><a href=\"#communication\">Maintain good communication between parties<\/a><\/li><li><a href=\"#inventaire-patrimoine\">Inventory and valuation of real estate and assets<\/a><\/li><li><a href=\"#inventaire-patrimoine-numerique\">Digital heritage inventory<\/a><\/li><\/ul><\/li><\/ul><ul><li><a href=\"#specificites\">Managing the specificities of family businesses and real estate assets<\/a><\/li><\/ul>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-45aec030 elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"45aec030\" data-element_type=\"section\" data-e-type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-15a96e20\" data-id=\"15a96e20\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-5970cdac elementor-widget__width-initial elementor-widget elementor-widget-text-editor\" data-id=\"5970cdac\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t<p>Living a <strong>succession<\/strong> can be a long and complex process. However, with a little<strong>organization and anticipation<\/strong>it is possible to manage this stage of life effectively in order to<strong>avoid conflict<\/strong> and <strong>protecting family assets<\/strong>.<\/p><p>In this article, we offer you <strong>tips and methods to speed up succession<\/strong> and make payment easier. Stay well until the end, to receive the <strong>personalized advice<\/strong> by Ma\u00eetre ROLAIN-BERARDI and Ma\u00eetre LHUILLIER. \ud83d\ude4c<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-4fc8d59d elementor-widget elementor-widget-menu-anchor\" data-id=\"4fc8d59d\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"menu-anchor.default\">\n\t\t\t\t\t\t\t<div class=\"elementor-menu-anchor\" id=\"role-etapes\"><\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-67fe91fc elementor-widget__width-initial elementor-widget elementor-widget-text-editor\" data-id=\"67fe91fc\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t<h2>The role of the notary and the steps to follow in a succession<\/h2>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-3a5d72b elementor-widget elementor-widget-menu-anchor\" data-id=\"3a5d72b\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"menu-anchor.default\">\n\t\t\t\t\t\t\t<div class=\"elementor-menu-anchor\" id=\"role\"><\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-5a27fdfc elementor-widget__width-initial elementor-widget elementor-widget-text-editor\" data-id=\"5a27fdfc\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t<h3>Understand the role of the notary in succession.<\/h3>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-420c09a elementor-widget__width-initial elementor-widget elementor-widget-text-editor\" data-id=\"420c09a\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t<p>Firstly, it is crucial to <strong>understanding the role of the notary<\/strong> in the estate.<\/p><p>This legal professional is responsible for <strong>design<\/strong> and <strong>document storage<\/strong> and <strong>inheritance deeds<\/strong>. He also assesses the estate's assets and debts, and ensures that the heirs receive their respective shares, taking into account the rights and obligations of each.\u00a0<\/p><p>Find out more about <span style=\"text-decoration: underline;\"><a href=\"https:\/\/legapass.com\/en\/en-combien-de-temps-un-notaire-gere-une-succession\/\" target=\"_blank\" rel=\"noopener\"><strong>time limits for the notary to manage an estate<\/strong>follow this link<\/a><\/span>. \ud83d\udc48<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-bf02a29 elementor-widget elementor-widget-menu-anchor\" data-id=\"bf02a29\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"menu-anchor.default\">\n\t\t\t\t\t\t\t<div class=\"elementor-menu-anchor\" id=\"etapes\"><\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-5dbe214 elementor-widget__width-initial elementor-widget elementor-widget-text-editor\" data-id=\"5dbe214\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t<h3>The main stages of an estate<\/h3>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-59a9595 elementor-widget__width-initial elementor-widget elementor-widget-text-editor\" data-id=\"59a9595\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t<h4>1. Call in a notary as soon as possible after the death of the person making the inheritance.\u00a0<\/h4>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-45880c3 elementor-widget__width-initial elementor-widget elementor-widget-text-editor\" data-id=\"45880c3\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t<h4>2. Prepare all necessary documents to facilitate access to useful information concerning the estate, such as :\u00a0<\/h4>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-5a9f363 elementor-widget__width-initial elementor-widget elementor-widget-text-editor\" data-id=\"5a9f363\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t<ul><li>The deceased's family record book\u00a0<\/li><li>Deeds of ownership of real estate, movable property or financial securities<\/li><li>Marriage contracts or other elements used to determine the matrimonial regime applicable to the estate\u00a0<\/li><li>Deeds of gift or other documents relating to gifts between spouses\u00a0<\/li><li>The deceased's will, if any.\u00a0<\/li><\/ul>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-ce55158 elementor-widget__width-initial elementor-widget elementor-widget-text-editor\" data-id=\"ce55158\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t<h4>3. Actively participate in the administrative steps required to facilitate the settlement of the estate. This may involve :\u00a0\u00a0<\/h4>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-f3fec82 elementor-widget__width-initial elementor-widget elementor-widget-text-editor\" data-id=\"f3fec82\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t<ul><li>Declaring the deceased's income and real estate assets to the tax authorities\u00a0<\/li><li>Property formalities (transfer of ownership, local tax declarations, etc.)\u00a0<\/li><li>Payment of transfer duties (or notary fees) payable by heirs on their share of the inheritance.\u00a0<\/li><\/ul>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-02cb95e elementor-widget__width-initial elementor-widget elementor-widget-text-editor\" data-id=\"02cb95e\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t<h4>4. Anticipate and resolve problems that may arise during the estate settlement process. For example, in the event of disagreement between heirs, or to manage the case of an heir benefiting from specific legal protection (guardianship, curatorship...).\u00a0<\/h4>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-568e6dc7 elementor-widget elementor-widget-spacer\" data-id=\"568e6dc7\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"spacer.default\">\n\t\t\t\t\t\t\t<div class=\"elementor-spacer\">\n\t\t\t<div class=\"elementor-spacer-inner\"><\/div>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-6e3775 elementor-widget elementor-widget-menu-anchor\" data-id=\"6e3775\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"menu-anchor.default\">\n\t\t\t\t\t\t\t<div class=\"elementor-menu-anchor\" id=\"astuces\"><\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-39e6ec73 elementor-widget__width-initial elementor-widget elementor-widget-text-editor\" data-id=\"39e6ec73\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t<h2>Tips and methods to speed up estate settlement \u23f0<\/h2>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-4fdad0d elementor-widget__width-initial elementor-widget elementor-widget-text-editor\" data-id=\"4fdad0d\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t<p>The best way to<strong>speed up the procedure<\/strong> is <strong>work closely with the notary<\/strong> and follow its recommendations.\u00a0\u00a0<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-1499cee2 elementor-widget__width-initial elementor-widget elementor-widget-text-editor\" data-id=\"1499cee2\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t<p>Indeed, a good <strong>communication<\/strong> between the various parties involved helps to prevent potential conflicts and complications, and to<strong>to avoid delays<\/strong> in the succession process.\u00a0<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-54fa47d9 elementor-widget elementor-widget-menu-anchor\" data-id=\"54fa47d9\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"menu-anchor.default\">\n\t\t\t\t\t\t\t<div class=\"elementor-menu-anchor\" id=\"communication\"><\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-189a2055 elementor-widget__width-initial elementor-widget elementor-widget-text-editor\" data-id=\"189a2055\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t<h3>Maintain good communication between parties\u00a0<\/h3>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-0e2fd43 elementor-widget__width-initial elementor-widget elementor-widget-text-editor\" data-id=\"0e2fd43\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t<p>To maintain good <strong>communication<\/strong> between the parties, it is advisable to :\u00a0<\/p><ul><li>Organize with the notary and all the heirs to make <strong>regular meetings<\/strong> and follow the progress of the case, share information and discuss the various options with a view to reaching an amicable settlement.<\/li><li><strong>Keep all heirs informed of progress<\/strong> of the settlement, even those who live abroad or are less directly involved in the estate.<\/li><li><strong>Drafting an agreement<\/strong> and submit it to the notary(ies) for approval before signing.\u00a0<\/li><\/ul>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-18b0af8 elementor-widget elementor-widget-spacer\" data-id=\"18b0af8\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"spacer.default\">\n\t\t\t\t\t\t\t<div class=\"elementor-spacer\">\n\t\t\t<div class=\"elementor-spacer-inner\"><\/div>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-745349f elementor-widget elementor-widget-menu-anchor\" data-id=\"745349f\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"menu-anchor.default\">\n\t\t\t\t\t\t\t<div class=\"elementor-menu-anchor\" id=\"inventaire-patrimoine\"><\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-86515b4 elementor-widget__width-initial elementor-widget elementor-widget-text-editor\" data-id=\"86515b4\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t<h3>Inventory and valuation of real estate and assets \ud83d\udcdd<\/h3>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-2e96b3d elementor-widget__width-initial elementor-widget elementor-widget-text-editor\" data-id=\"2e96b3d\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t<p>For <strong>facilitate inventory of estate assets<\/strong> (assets and liabilities) and estimating their value, it's important to adopt a few best practices:<\/p><ul><li>Provide the notary with all the necessary <strong>essential documents<\/strong> (see list above).<\/li><li>Ask the<strong>expert help<\/strong> for the valuation of complex assets such as real estate properties, family businesses, etc.<\/li><li>Ask each heir to <strong>draw up a complete written list<\/strong> of the elements he claims or disputes in the estate, so that he can calmly begin the negotiation and division phase.<\/li><\/ul>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-62ca70dd elementor-widget elementor-widget-menu-anchor\" data-id=\"62ca70dd\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"menu-anchor.default\">\n\t\t\t\t\t\t\t<div class=\"elementor-menu-anchor\" id=\"inventaire-patrimoine-numerique\"><\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-1e9ee3ea elementor-widget__width-initial elementor-widget elementor-widget-text-editor\" data-id=\"1e9ee3ea\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t<h3>Digital heritage inventory\u00a0<\/h3>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-3b864013 elementor-widget__width-initial elementor-widget elementor-widget-text-editor\" data-id=\"3b864013\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t<p>Digital heritage also needs to be carefully inventoried, as it has a great deal of potential. <strong>both sentimental and financial value<\/strong>.  It includes accounts for <strong>social networks<\/strong>digital wallets, <strong>cryptocurrencies<\/strong>access to <strong>cell phone<\/strong>, <strong>computer<\/strong> and much more. As heirs, access to this type of asset can be both comforting and a pleasant surprise, increasing the value of the estate.\u00a0\u00a0<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-6f18e51a elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"6f18e51a\" data-element_type=\"section\" data-e-type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-4bac70fa\" data-id=\"4bac70fa\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<section class=\"elementor-section elementor-inner-section elementor-element elementor-element-17dbff7b elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"17dbff7b\" data-element_type=\"section\" data-e-type=\"section\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-inner-column elementor-element elementor-element-42be1427\" data-id=\"42be1427\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-2583d5e9 elementor-widget elementor-widget-spacer\" data-id=\"2583d5e9\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"spacer.default\">\n\t\t\t\t\t\t\t<div class=\"elementor-spacer\">\n\t\t\t<div class=\"elementor-spacer-inner\"><\/div>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-2ca12934 elementor-widget elementor-widget-text-editor\" data-id=\"2ca12934\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t<h3>\u2705 Make sure your estate is complete!<\/h3>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-385cad7 elementor-align-center elementor-tablet-align-center elementor-mobile-align-justify elementor-widget elementor-widget-button\" data-id=\"385cad7\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"button.default\">\n\t\t\t\t\t\t\t\t\t\t<a class=\"elementor-button elementor-button-link elementor-size-md\" href=\"https:\/\/legapass.com\/en\/inventory-complete-heritage\/\" target=\"_blank\" id=\"cta-gratuit\">\n\t\t\t\t\t\t<span class=\"elementor-button-content-wrapper\">\n\t\t\t\t\t\t\t\t\t<span class=\"elementor-button-text\">D\u00e9couvrir Legapass Radar &gt;<\/span>\n\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-7e2c81b1 elementor-widget elementor-widget-spacer\" data-id=\"7e2c81b1\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"spacer.default\">\n\t\t\t\t\t\t\t<div class=\"elementor-spacer\">\n\t\t\t<div class=\"elementor-spacer-inner\"><\/div>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<div class=\"elementor-element elementor-element-44c1191f elementor-widget elementor-widget-spacer\" data-id=\"44c1191f\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"spacer.default\">\n\t\t\t\t\t\t\t<div class=\"elementor-spacer\">\n\t\t\t<div class=\"elementor-spacer-inner\"><\/div>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-70e84a5f elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"70e84a5f\" data-element_type=\"section\" data-e-type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-149a108f\" data-id=\"149a108f\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-6f2599ba elementor-widget elementor-widget-spacer\" data-id=\"6f2599ba\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"spacer.default\">\n\t\t\t\t\t\t\t<div class=\"elementor-spacer\">\n\t\t\t<div class=\"elementor-spacer-inner\"><\/div>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-5e1f296b elementor-widget elementor-widget-menu-anchor\" data-id=\"5e1f296b\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"menu-anchor.default\">\n\t\t\t\t\t\t\t<div class=\"elementor-menu-anchor\" id=\"specificites\"><\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-4c56630 elementor-widget__width-initial elementor-widget elementor-widget-text-editor\" data-id=\"4c56630\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t<h2>Managing the specificities of family businesses and real estate \ud83c\udfe0<\/h2>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-37a8c27 elementor-widget__width-initial elementor-widget elementor-widget-text-editor\" data-id=\"37a8c27\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t<p>Inheritances involving <strong>family businesses<\/strong> and the <strong>property assets<\/strong> often require special treatment, to take account of the financial, economic or tax issues specific to these areas.\u00a0\u00a0<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-14770b6d elementor-widget__width-initial elementor-widget elementor-widget-text-editor\" data-id=\"14770b6d\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t<p>It is therefore recommended to :\u00a0<\/p><ul><li><strong>Consult a chartered accountant<\/strong> to assess the economic and financial situation of the family business, in order to consider the best options for its transfer (sale, takeover by an heir, incorporation, etc.).<\/li><li>Implementing a <strong>rigorous management of real estate assets<\/strong> the deceased, in particular by ensuring payment of rents, utilities and taxes, regular upkeep of the property, etc.<\/li><li><strong>Optimizing taxation<\/strong> related to inheritance tax, by judiciously dividing the assets among the heirs and giving priority to techniques that reduce the total cost of the operation: temporary donation of usufruct, dismemberment of ownership, various exemptions, etc.\u00a0<\/li><\/ul>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-21d0a5b elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"21d0a5b\" data-element_type=\"section\" data-e-type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-32683fb\" data-id=\"32683fb\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-2a3755a3 elementor-widget elementor-widget-spacer\" data-id=\"2a3755a3\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"spacer.default\">\n\t\t\t\t\t\t\t<div class=\"elementor-spacer\">\n\t\t\t<div class=\"elementor-spacer-inner\"><\/div>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-e222593 elementor-widget__width-initial elementor-widget elementor-widget-text-editor\" data-id=\"e222593\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t<h3>Advice from Marianne Rolain-Berardi, Notary in Nice (06)<\/h3>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-fa93cb2 elementor-widget__width-initial elementor-blockquote--skin-border elementor-widget elementor-widget-blockquote\" data-id=\"fa93cb2\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"blockquote.default\">\n\t\t\t\t\t\t\t<blockquote class=\"elementor-blockquote\">\n\t\t\t<p class=\"elementor-blockquote__content\">\n\t\t\t\t\"I strongly advise you to <strong><a href=\"https:\/\/legapass.com\/en\/prevoyant-testament-authentique-proteger-proches\/\" target=\"_blank\"><u>draw up a will<\/u><\/a><\/strong> including the necessary instructions for the smooth running of the estate. \ud83d\udcdd\n<\/br><\/br>\nIf you wish to <strong>passing on your digital heritage<\/strong>In the case of social networks, online storage, various online accounts, etc., it is necessary to declare them in your will. \n<\/br><\/br>\nFor example, more and more people have Paypal accounts to send and receive payments. If you have one, don't forget to mention it and make sure your heirs can access it! \u2705 \" \t\t\t<\/p>\n\t\t\t\t\t\t\t<div class=\"e-q-footer\">\n\t\t\t\t\t\t\t\t\t\t\t<cite class=\"elementor-blockquote__author\">Marianne Rolain-Berardi, Notary in Nice (06) <\/cite>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/blockquote>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-f118c4b elementor-widget elementor-widget-spacer\" data-id=\"f118c4b\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"spacer.default\">\n\t\t\t\t\t\t\t<div class=\"elementor-spacer\">\n\t\t\t<div class=\"elementor-spacer-inner\"><\/div>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-57e56db elementor-widget__width-initial elementor-widget elementor-widget-text-editor\" data-id=\"57e56db\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t<h3>Advice from Charlotte Lhuillier, Notary in Carnoux en Provence (13) <\/h3>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-9a986d3 elementor-widget__width-initial elementor-blockquote--skin-border elementor-widget elementor-widget-blockquote\" data-id=\"9a986d3\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"blockquote.default\">\n\t\t\t\t\t\t\t<blockquote class=\"elementor-blockquote\">\n\t\t\t<p class=\"elementor-blockquote__content\">\n\t\t\t\t\"We need <strong><a href=\"https:\/\/legapass.com\/en\/anticiper-succession-numerique\/\" target=\"_blank\"><u>anticipate succession.<\/u><\/a><\/strong> \n<\/br><\/br>\nThis means having a suitable matrimonial or civil partnership regime (when the person concerned is married or in a civil partnership), passing on or starting to <strong><a href=\"https:\/\/legapass.com\/en\/\" target=\"_blank\"><u>passing on your estate during your lifetime<\/u><\/a><\/strong> and inform your loved ones of the arrangements you have made (will or other) and prepare an administrative file for them for the big day (Binder with lists of assets, banks, the existence of cryptocurrencies etc... to help the notary in his future research work). <\/br><\/br>\nFor this, you need to contact your notary, because <strong>advice from a notary is free of charge<\/strong>. We mustn't forget that the notary also performs a public service mission for his fellow citizens, and that this often saves people from making mistakes that can have serious consequences at every level. \n<\/br><\/br>\nSecondly, you need to maintain as many links as possible with your family in the broadest sense of the term, especially when this includes members who have no children of their own, or who are disabled or under legal protection. \n<\/br><\/br>\nIndeed, the first two <strong>documents requested by the notary<\/strong> for anyone wishing to open an inheritance file: the<strong>death certificate of the deceased<\/strong> and the <strong>copy of the deceased's family record book<\/strong> and heirs in order to establish the legal devolution when the succession is intestate (i.e. a succession settled in the absence of a last will and testament). \n<\/br><\/br>\nFinally, as soon as the death occurs, contact a notary to find out at least the steps to be taken by the heirs, even if the deceased's assets are not very large or consist only of securities. \n \t\t\t<\/p>\n\t\t\t\t\t\t\t<div class=\"e-q-footer\">\n\t\t\t\t\t\t\t\t\t\t\t<cite class=\"elementor-blockquote__author\">Charlotte Lhuillier, Notary in Carnoux en Provence (13) <\/cite>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/blockquote>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-4b72415 elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"4b72415\" data-element_type=\"section\" data-e-type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-d138fa1\" data-id=\"d138fa1\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-ec07bc8 elementor-widget elementor-widget-spacer\" data-id=\"ec07bc8\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"spacer.default\">\n\t\t\t\t\t\t\t<div class=\"elementor-spacer\">\n\t\t\t<div class=\"elementor-spacer-inner\"><\/div>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-163115c elementor-widget__width-initial elementor-widget elementor-widget-text-editor\" data-id=\"163115c\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t<p>In a nutshell, <strong>to speed up succession, it's essential to be well organized<\/strong> from the very start of the process, in close collaboration with a notary and, if necessary, other specialized experts.<\/p><p>The aim is to simplify administrative procedures, avoid conflicts between heirs and optimize management of the family estate, while minimizing tax and other inheritance-related costs.<\/p><p>If you liked this article, don't hesitate to share it around you. \ud83d\ude4c<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<\/div>","protected":false},"excerpt":{"rendered":"<p>SUMMARY: The role of the notary and the steps to follow in a succession Understanding the role of the notary in a succession. The main stages of an estate Tips and methods for speeding up estate settlement Maintaining good communication between the parties Inventory and valuation of real estate and assets Inventory of the [...]<\/p>","protected":false},"author":7,"featured_media":25637,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[14],"tags":[],"class_list":["post-25554","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-patrimoine"],"_links":{"self":[{"href":"https:\/\/legapass.com\/en\/wp-json\/wp\/v2\/posts\/25554","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/legapass.com\/en\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/legapass.com\/en\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/legapass.com\/en\/wp-json\/wp\/v2\/users\/7"}],"replies":[{"embeddable":true,"href":"https:\/\/legapass.com\/en\/wp-json\/wp\/v2\/comments?post=25554"}],"version-history":[{"count":5,"href":"https:\/\/legapass.com\/en\/wp-json\/wp\/v2\/posts\/25554\/revisions"}],"predecessor-version":[{"id":35176,"href":"https:\/\/legapass.com\/en\/wp-json\/wp\/v2\/posts\/25554\/revisions\/35176"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/legapass.com\/en\/wp-json\/wp\/v2\/media\/25637"}],"wp:attachment":[{"href":"https:\/\/legapass.com\/en\/wp-json\/wp\/v2\/media?parent=25554"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/legapass.com\/en\/wp-json\/wp\/v2\/categories?post=25554"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/legapass.com\/en\/wp-json\/wp\/v2\/tags?post=25554"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}