When someone dies, the family has to deal with deadlines, assets, debts and, often, several heirs. Italian succession law is precise, and doing things in the right order prevents disputes and penalties.
The studio guides heirs and executors through the entire process: acceptance, inheritance tax return, division of assets and transfer of real estate. We also handle estates with assets or heirs in different countries.
What it covers
A complete job,
no grey areas.
Inheritance tax return
Preparation and filing of the return within the legal deadlines, with the correct valuation of assets and liabilities.
Acceptance with benefit of inventory
Protection for heirs when the estate may include debts or uncertain liabilities.
Division and transfers
Deeds of division and transfer of real estate, with land registry and cadastral updates.
Legitimate shares and wills
Review of the will and of the rights reserved by law to spouses and children.
Cross-border estates
Coordination of foreign documents, applicable law and Italian formalities for international families.
Bank and asset coordination
We deal with banks, insurers and registries so that assets can be released and transferred correctly.
How it works
From first conversation
to the deed.
-
01
Family and asset review
We map heirs, assets, debts and existing documents, and explain the options and deadlines.
-
02
Acceptance and filings
We prepare the acceptance, the tax return and the declarations required by the authorities.
-
03
Division or transfer
Where needed, we draft the division or the deeds transferring real estate to the heirs.
-
04
Registration and closing
Registration, transcription and delivery of the final documentation, with a clear summary for the family.
Useful documents
What to prepare,
in good time.
You do not need everything at once. After the first conversation we send a tailored list. These are the most common documents.
- Death certificate and family status certificate
- Identity document and tax code of the heirs
- Will, if any, and previous succession documents
- Title deeds and land registry data for real estate
- Bank statements, investments and insurance policies
- Evidence of debts and liabilities of the deceased
Frequently asked questions
The answers
you need.
What is the deadline for the inheritance tax return in Italy?
As a general rule, the return must be filed within twelve months of the death. The deadline and the required content depend on the estate, so it is best to review the position early.
Do all heirs have to accept the inheritance?
Acceptance can be express or tacit, and each heir decides. Where debts are uncertain, acceptance with benefit of inventory protects the heir’s own assets. We explain the consequences before any step is taken.
Can an inheritance include property abroad?
Yes. Cross-border estates require coordination between the law applicable to the succession, foreign authorities and Italian formalities. We work with local professionals to ensure the Italian side is handled correctly.
Facing a similar situation? Tell us about it: we will identify the next step together.
Talk to the studio