Complete bank receipts
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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YOUR PREPARATION · AGREEMENTS
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?
Dated correspondence
Provide the complete correspondence or decision with attachments. Show envelopes or proof of receipt if a deadline applies.
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Existing donation documents
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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Details of fiscal residences
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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Previous donation agreements
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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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
This overview will not be sent. Bring it with you to your appointment or discuss it at your first contact.
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"Repeating is not parroting. It is a check on understanding."
Your questions, step by step
Making a gift of money and proving the arrangements are two distinct steps. We help you identify which documents correspond to your gift.
Why do I go to the notaire for this?
A bank gift requires correct proof of transfer and associated agreements. The civil-law notary can assess what happened when, and any applicable conditions.
How do I prove a bank gift and its arrangements?
Discuss in advance how the gift will be executed and evidenced.
Keep bank receipts and dated communications.
Have it assessed which confirmation and registration fit the gift performed.
How does this proceed and how long does it take?
The date of the actual transfer is important. A document must not contain fictitious prior arrangements or backdating.
Have the applicable tax consequences checked.
Which documents should I provide to the notaire?
What does the notaire do and investigate?
- When and how was the actual gift made?
- Which conditions were demonstrably agreed upon?
- Can the document correctly confirm the actual facts?
- Which registration and inheritance law consequences apply?
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 donor, recipient, amount, date and conditions. A supporting document is not intended to add any desired condition afterwards.
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 bank receipt and confirmation together. Follow an agreed registration and include the gift in later succession planning.
Which practical tips can help me?
Provide all correspondence, even if the transfer has already taken place. Only in this way can the office rely on the correct facts.
What do these words mean?
- Pacte adjoint
- an additional document that can help prove a performed gift and the associated arrangements.
- Bank gift
- a gift by bank transfer.
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 AppointmentGeneral explanation for your preparation. The rules and documents that apply to you are determined based on your file.