Inheritance in Portugal

Searching for Inheritance in Portugal Service? Customer reviews to help you select from the best, most experienced Lawyers in Portugal

How clients rate our Inheritance Service...

Advocate Abroad seeks client feedback to ensure continued high-quality service provision.
From the minute I instructed Avocate Abroad, they engaged immediately. Within hours, I was speaking with a lawyer in Portugal. Elsa responded to every question I had with very clear answers, and her communication throughout the whole process was swift and efficient. Elsa gave me answers and results within weeks after waiting 18 months to conclude ongoing events. I highly recommend Elsa, professional and friendly throughout.
Lynda Rogan
Lynda Rogan
07 Oct 2024
3rd Party Review

Service Details

Inheritance

This service is available across Portugal

Who Is This Service For?

Expats and English-speaking individuals residing in or connected to Portugal, who are navigating the complexities of inheritance, probate, and estate planning under Portuguese inheritance law.

Who Is This Service For?

Prerequisites

Before engaging in inheritance procedures in Portugal, it's crucial to understand the unique aspects of inheritance law in Portugal. Key prerequisites include:

  • Knowledge of legal heirs: Who inherits in Portugal will depend on whether certain formalities have been followed by a testator. If the person making the Will in Portugal is from a common-law jurisdiction, in Portugal, then in order to avoid certain family members becoming entitled to a portion of the estate by law will require those formalities to have been followed.
  • Valid will: Understanding the limitations and legal requirements for a will in Portugal.
  • Property and asset documentation: Comprehensive records of all assets within Portugal.
Prerequisites

Procedure: Our Approach

Our service streamlines the legal process for those with an inheritance in Portugal, providing clear guidance through these steps:

  1. Initial Consultation: Understanding the client's situation and outlining Portuguese inheritance laws.
  2. Document Preparation and Review: Assisting in preparing necessary documents, including wills and property records.
  3. Legal Representation and Negotiation: Offering representation in any disputes or negotiations among heirs.
  4. Tax Compliance: Navigating Portuguese inheritance tax laws to ensure full compliance.
  5. Property Transfer and Registration: Facilitating the legal transfer and registration of properties to rightful heirs.
Procedure: Our Approach

Advantages of this Service

  • Expertise in Portuguese Law: Tailored advice and solutions in line with local laws and customs.
  • Bilingual Legal Support: Services offered in both English and Portuguese for clear communication.
  • Streamlined Process: Efficient handling of legal procedures to minimize stress and time consumption.
  • Tax Efficiency: Ensuring minimal tax liabilities within the bounds of Portuguese law.
Advantages of this Service

Key Elements of this Service

  • Legal Heir Determination: Identifying and advising on rights and obligations of legal heirs in Portugal.
  • Will and Testament Guidance: Drafting and reviewing wills to conform with Portuguese legal standards.
  • Estate Tax Planning: Advising on the tax implications of inheritance and strategies to optimize tax liabilities.
  • Real Estate Transfer: Assistance with the transfer of real estate, including registration and legal compliance.
Key Elements of this Service

Free Support Services Included

When combined with the free and innovative Advocate Abroad support services you can be sure that you are obtaining completely transparent legal services from registered and regulated English-speaking lawyers abroad.These support services include:

  • Verification of the regulatory status of your professional.
  • Fees as recommended by the Local Professional Body
  • Fees specified in advance and legally guaranteed.
  • Service levels agreed in advance and guaranteed.
  • All professionals must hold professional indemnity insurance.
  • Professionals' proficiency in English monitored.
  • Continuous quality controls and reviews.
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