Notariaat Wellens · Mortsel
Documents and information
for your inheritance file
Discover our guidance ↓To begin with
Bring what you already have. Missing anything? Note it below and discuss who will obtain it. This preparation list is not a declaration and can be supplemented according to your file.
Inheritance of:
Contact person / file:
1. Deceased, family and existing arrangements
V = collected · B = delivered to the office · N = not applicable. Unsure? Leave N blank and write your question.
| Document or information | V | B | N |
|---|---|---|---|
| Death certificateName, date and place of death. Provide a copy if you already have it. | |||
| ResidencesLast address and fiscal residences during the last five years of life; report stays abroad. | |||
| Your contact detailsName, address, phone, email, relationship to the deceased and any file reference. | |||
| Family and potential heirsNames and contact details; mention partner, children, previous relationships and deceased family members that may be relevant. | |||
| Identity detailsIdentity details of the deceased and involved heirs; send national register numbers via the agreed secure channel. | |||
| Special representationMinor or protected heirs, guardianship, existing powers of attorney and relevant rulings. | |||
| Marriage or cohabitationMarriage contract with amendments, marriage booklet if available and any cohabitation agreement. | |||
| Will and inheritance agreementProvide known documents. If you find a holographic will please bring the original. | |||
| Previous successionsCertificate, deed or settlement of a previously deceased partner or other relevant succession. | |||
| Choice of inheritance and pending proceduresExisting declarations of renunciation or acceptance under benefit of inventory, court documents and information about any dispute. |
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“Therefore, first try to summarise literally and end with a question: have I understood you correctly?”
On this page
Inheritance of:
Contact person / file:
2. Assets, insurances and previous transactions
V = collected · B = delivered to the office · N = not applicable. Unsure? Leave N blank and write your question.
| Document or information | V | B | N |
|---|---|---|---|
| Banks and accountsNames of all known banks; accounts, savings, securities and safes. Also report foreign accounts. | |||
| Balances and investmentsAvailable documents with value or balance on date of death. Agree on what the office will still request. | |||
| Real EstateAddresses, deeds of ownership, cadastral data and ownership shares; also land and goods abroad. | |||
| Valuation and use of real estateExisting appraisal reports, photographs, significant defects, rental contracts and information about occupancy. | |||
| InsurancesPolicies and contact details of insurers; life, investment, group, funeral and credit balance insurances, including those not yet paid out. | |||
| Business and sharesKBO number, share information, recent financial documents and contact details of the accountant. | |||
| Other assetsVehicles, valuable household effects, jewellery, art, digital assets and any co-ownership. | |||
| Money yet to be repaidLoans to family or third parties, acknowledgements of debt and other claims of the deceased. | |||
| Donations and giftsDate, amount or asset, beneficiary, deed or transfer and any registration certificate. Do not select by age yourself. | |||
| Previous significant transactionsReal estate sales, received inheritances or donations and major money movements; documents on the destination of the proceeds. |
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Inheritance of:
Contact person / file:
3. Debts, costs and questions for the office
V = collected · B = delivered to the office · N = not applicable. Unsure? Leave N blank and write your question.
| Document or information | V | B | N |
|---|---|---|---|
| Loans and creditsOutstanding balance at date of death, credit contracts and details of the creditor. | |||
| Other debts and guaranteesTaxes, arrears, private debts, business obligations, guarantees and received reminders. | |||
| Funeral and last care costsInvoices, proof of payment and information about an insurance or reimbursement. | |||
| Costs paid by heirsOverview of who paid what, when and for what, with invoices and evidence. | |||
| Special circumstancesInformation that may affect a tax arrangement, such as a disability; discuss which certificates are needed. | |||
| Received letters and deadlinesLetters from VLABEL, banks, insurers or other services, with date and stated expiry. | |||
| Actions already takenReport recordings, payments, sales, distribution or transfer of goods and any signed agreements. | |||
| Your questions and desired guidanceUrgent financial need, retaining or selling property, disagreements and which tasks you want to entrust to the office. |
Secure delivery. Arrange with the office how you will submit confidential documents. Do not mention bank codes or passwords. Ordinary documents may be submitted as readable copies; keep originals and bring a hand-written will in original.
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An example to start with
RECOGNISED IN PRACTICE
You are managing the administration of a deceased relative. Some documents are available, others are still missing. Note what you have already done, who is involved and which question you want to discuss first.
An illustrative example. Your own situation may be different.
Frequently Asked Questions
FROM READING TO PREPARATION
Already a first answer.
What can I do if many things happen to me at once?
Start with one overview: contacts, received letters, ongoing appointments and questions. Use the topics and checklist on this page to divide the preparation. Immediately mention dated letters to the office.
Must one heir collect everything alone?
You can divide practical tasks among yourselves and keep track of who has which information. That alone does not indicate who may legally act. Discuss with the office who provides information and who should be involved in decisions.
Where can I find help with administration?
Our separate page about administration after death bundles practical information for subscriptions and services. The inheritance guide also assists you with the documents for the notaire and the progress of the declaration.
Help with subscriptions and administrationEASY PREPARATION
A checklist for your next step
Choose your subject. You will receive a concrete list of documents with simple explanations and help with what is still missing.
Further reading and discussion
FROM FIRST QUESTION TO NEXT STEP
You do not have to figure it out alone.
Getting an overview
We bring together those involved, available documents and your questions.
Understanding choices
We discuss what needs to be examined and which decisions lie ahead.
Further settlement
We agree on which formalities the office will handle and what else is required from you.
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