Death details and identities of successors
Write down full names and contact details. Bring your identity card to the appointment. Report foreign documents or representation; the office will tell you which additional documents are needed.
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YOUR PREPARATION · INHERITANCE
Specific documents for your meeting. Indicate what is ready, where you need help, and what is not applicable.
Prepare what you already have. A missing document is no reason to postpone your first appointment. We will discuss what we can obtain for you.
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Which documents should I provide?
Marriage contract, will, inheritance agreement
Provide the full text and any amendments. Look in your deed folder or Mijn akten. Not everything is digitally available; if necessary, indicate which office drafted the deed.
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Balance certificates and securities statements at date of death
Request the document from your bank or download it from your own online banking environment. State the date and file reference. Provide statements, never passwords or access codes.
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Deeds of ownership and valuations
Provide the report with date and name of the appraiser. If there is no valuation yet, do not order one without consultation: first discuss what valuation is needed.
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Insurance policies and payout certificates
Request the policy and any payout letter from your insurer or broker. Mention the insured party, beneficiary and contract reference.
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Debt acknowledgements and funeral invoices
Provide the complete version with date, attachments and later amendments. Do you not have this document or do you not know if it exists? Select “Help needed” and discuss it with the office.
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Deeds of gift, bank gifts and reinvestment certificates
Provide the full text and any amendments. Look in your deed folder or Mijn akten. Not everything is digitally available; if necessary, indicate which office drafted the deed.
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Previous declaration, correspondence and mandates
Provide the complete correspondence or decision with attachments. Show envelopes or proof of receipt if a deadline applies.
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What do we record?
We examine the documents and legal implications. You do not need to work out the arrangement yourself beforehand. We will agree on which missing documents we can request.
A check mark means you have prepared this item. It does not mean that the office has already checked the documents or that your file is complete.
You want to review this together
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More explanation: Step by step through the declaration of inheritance.
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"Who summarises, shows that he has not immediately replaced the story with his own analysis."
Your questions, step by step
A tax declaration after a death can feel overwhelming. We help you gather the necessary data and jointly monitor the submission deadline.
Why do I go to the notaire for this?
The declaration is for calculating inheritance tax. The office can gather data, apply fiscal rules and prepare the declaration.
The heirs remain involved in the completeness of the information.
What must I do for the inheritance tax declaration?
Record the date and place of death, family information and domiciles.
Collect assets, debts, insurances and relevant previous gifts.
Review the draft together and agree who submits on time and follows up on receipt.
How does this proceed and how long does it take?
For a declaration with the Flemish Tax Administration, the standard term is four months for death in Belgium, five months for death in another country of the European Economic Area (EEA), and six months for death outside the EEA.
Have the exact deadline confirmed. Request an extension before the deadline; an extension does not automatically prevent a tax increase.
Which documents should I provide to the notaire?
What does the notaire do and investigate?
- Which region has jurisdiction and when must it be submitted?
- Which assets, debts, insurances and gifts must be declared?
- How are the assets valued?
- Which deductions or favourable schemes can be applied with proof?
We agree on which searches the office will conduct and which information you, your bank or another expert will provide.
What do I check before the next step?
When filing the declaration you primarily verify heirs, values on the date of death, debts, insurance benefits and gifts. The declaration is not a deed of distribution.
What else must I arrange afterwards?
Keep the receipt. Check the tax assessment and payment deadline.
Report newly found assets or errors immediately, so that an additional declaration or other appropriate step can be considered.
Which practical tips can help me?
Request bank balances as of the date of death, not only today’s balance. Keep funeral invoices and proof of debts separate.
What do these words mean?
- Inheritance
- the assets and debts left behind by someone.
- Tax assessment notice
- the official calculation of the tax payable.
- EEA
- the European Economic Area.
Where can I find more explanation or help?
You do not have to phrase your question in legal terms. Tell what concerns you, what you want to arrange and if an important date is approaching.
We will look together at the next step. We agree in advance on how the office will assist you and what costs are involved.
Ask your question to the officeMake an AppointmentFlemish Tax Administration: the declaration deadlineGeneral explanation for your preparation. The rules and documents that apply to you are determined based on your file.