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Notariaat Wellens

Inheritance agreement

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YOUR PREPARATION · FAMILY

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?

All relevant gift deeds

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.

Status

To review

Overview of other benefits and proof of payments

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.

Status

To review

Appraisals

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.

Status

To review

Details of family members

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.

Status

To review

Existing inheritance law arrangements

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.

Status

To review

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.

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"Whoever facilitates a conversation does not need to reconcile everyone."
Paul Wellens

Your questions, step by step

Discussing a future inheritance can be sensitive. We create space for everyone's questions and explain which agreements are possible.

Why do I go to the notaire for this?

An inheritance agreement allows certain arrangements about a future inheritance within legal possibilities. The civil-law notary examines which form is possible and ensures that each party understands the consequences.

How do we make family arrangements regarding previous gifts?
  1. Gather previous gifts and other benefits together.

  2. Discuss the draft and its consequences with the notaire; each party may seek their own advice.

  3. Respect the statutory information and reflection periods before signing.

How does this proceed and how long does it take?

There must be at least fifteen days between the notification of the draft and the information meeting. After that, at least one month must elapse before signing.

Have the office record the specific dates.

Which documents should I provide to the notaire?
What does the notaire do and investigate?
  • Is the desired agreement legally permitted?
  • Have gifts, benefits and valuations been fully discussed?
  • Is each party properly informed and free to decide?
  • Have the mandatory information and reflection periods been observed?

We agree on which searches the office will conduct and which information you, your bank or another expert will provide.

What should I pay attention to before I sign?

Check which benefits are included, which valuations are used, and whether you are waiving any rights.

Is a passage still unclear? Feel free to ask for an explanation with an example from your own situation. Only sign when you understand what you are agreeing to.

What else must I arrange afterwards?

Keep the agreement and report later gifts in new planning. A subsequent change may require a new assessment.

Which practical tips can help me?

Also discuss support that was not designated as a gift, such as financing a home or exceptional study costs.

What do these words mean?
Global inheritance agreement
a legally regulated family arrangement concerning the balance between benefits.
Specific inheritance agreement
a legally permitted agreement on a specific point.
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 AppointmentNotaris.be: the inheritance agreement

General explanation for your preparation. The rules and documents that apply to you are determined based on your file.