Inheritance in Portugal

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.

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.

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.

• 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.

• 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.