Our team is prepared to understand in a sensitive and compassionate way each personal circumstance, helping to understand the situation, whenever needed, and explaining all the possible options in case of being the recipient of an inheritance.
Guide to probate assistance
At B2 Impact we help and accompany clients, in inheritance situations, to understand the grief and to solve their queries in such difficult moments.
FAQ
The first step is to notify the bank of the death by providing the death certificate.
The second step is to accredit the heirs. To this end, the following documentation must be provided:
- Certificate of Last Will and Testament, which can be obtained from the Territorial Management of the Ministry of Justice. In it, you will be able to see whether the person who has died left a will or not.
- Will or declaration of heirs.
The liability will depend on the individual case, as each of the heirs can:
Accept the inheritance outright
The heir will be liable for all the burdens of the inheritance, not only with the assets of the inheritance, but also with his or her own.
Accept the inheritance for the benefit of an inventory
This must be done before a notary within the deadlines and in accordance with the requirements stipulated by law. Only the assets of the inheritance are liable for the payment of debts and charges, and the heir is not liable with his own assets.
Repudiate the inheritance
This must be done before a notary. The heir will not receive the assets of the inheritance, nor is he/she liable for the burdens.
In either case, our team will be happy to answer any questions that all of the above may cause you, regardless of what you decide to do.
B2 Impact's Inheritance Account Management Department is not a law firm, therefore we will not be able to offer advice.
Our role is only to assist in the resolution of outstanding accounts on behalf of our client.
Therefore, whilst we are happy to provide general information and guidance, we would suggest seeking independent legal advice if necessary, as probate proceedings can be very complicated.
We have been assigned this file because we are specialists in managing deceased account holders' accounts.
If there is no interest in the inheritance, please contact us as soon as possible, and we will update our records immediately.
Otherwise, please note that all assets and debts of the deceased person must be included in the partition of the inheritance. The heirs are only liable with their own assets for the burdens of the inheritance in the case of an outright acceptance of the inheritance.
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