Inheritance and asset documents
Existing documents and the legal relationship are checked for consistency.
Why does this area matter?
Inheritance matters involve family relationships and timing as much as assets.
The estate, previous transfers, succession status, wills and deadlines are reviewed together. The effects of settlement and litigation are considered according to the parties' needs.
How can we assist?
- Certificates of inheritance and estate matters
- Wills and inheritance agreements
- Disclaimer of inheritance
- Reduction and equalisation claims
- Fraudulent transfer by the deceased
- Distribution of the estate
What do we review initially?
- Inheritance and asset documents
- Limitation and forfeiture periods
- Consensual distribution and litigation options
Decision points
Three essential checks before action.
Limitation and forfeiture periods
Deadlines, authority, evidence and available routes are assessed together.
Consensual distribution and litigation options
The route is planned around the objective and practical effect of the matter.
Inheritance Law
