First of all, you have to take into account that there are deadlines , so you must carry out the procedures as soon as possible. The most advisable thing in this type of situation is that you put yourself in the hands of a lawyer specialized in list of contact numbers in philippines inheritance matters, so, for example, you can find an inheritance lawyer in Bilbao who is an expert in the subject.
And another thing to take into account is whether or not there is a will .
We must differentiate between fiscal and civil deadlines.
There is a period of 6 months from the date of death to pay the Inheritance Tax.
There is no deadline for accepting or distributing the inheritance. The deed of acceptance and distribution can be made at any time.
What documents do I need to process an inheritance?
In order to process an inheritance , one of the main documents that we must have is the death certificate . This is the official document that certifies the death of the deceased. It can be requested in person at the Civil Registry or online. It is a free procedure.
As we have indicated above, depending on whether or not there is a will, there will be some procedures or others. Therefore, first of all, we must know whether or not the deceased left a will. To do so, we must request the Certificate of Last Wills . This document states whether the deceased made a will and, if so, the date and the notary before whom it was made. It can be requested from the Territorial Management of the Ministry of Justice in person or online and costs less than 4 euros.
Thirdly, we need the certificate of insurance contracts covering death . If the deceased had any life insurance, this will be reflected in the certificate of last will.
These three documents are essential to begin managing an inheritance.
Inheritance with a will
If the deceased left a will, what documents do I need? First of all, we must go to the Notary where the deceased made the will in order to know his or her last wishes.
In order to receive the will, they will ask us for the death certificate and the certificate of last wishes.
Once the will is in place, the assets are assessed and awarded to each heir.
We will also be asked to:
Photocopy of the ID of the heirs and the deceased
Marriage certificate (if applicable)
Copy of the deeds of the properties to be inherited
Bank certificate of balances in current accounts and deposits as of the date of death
Documentation on the vehicle(s)
Inheritance without a will
In the event that there is no will, a declaration of intestate heirs must be made to determine who are the closest relatives of the deceased, and therefore entitled to inherit. This declaration is processed before the Notary.