Acceptance of the inheritance in Italy
Acceptance of the inheritance is a mandatory step to acquire the rights and responsibilities connected to the inheritance assets, and this also applies to foreign citizens residing in Italy or abroad who inherit assets located in our Country.
When a foreign citizen is called to inherit assets in Italy, it proves of fundamental importance to understand the development of the legal process concerning the acceptance of the inheritance, turning to a lawyer specialised in such area, as it is a fundamental step to acquire the patrimony.
Preliminarily, it must be specified that for foreign citizens the acceptance of the inheritance in Italy may require the verification of any conflicts of laws between the Country of origin and the Italian one, with it being necessary to check whether Italian law applies or that of the heir’s Country of provenance.
Based on EU Regulation n. 650/2012, cross-border successions are regulated by the law of the Country in which the deceased had habitual residence at the moment of death, unless they have expressed the choice to apply a different law in the will.
That said, according to the Italian legal system, to become an effective heir, it is necessary to perform a deed of acceptance of inheritance. Such acceptance can be express or tacit.
Express acceptance is concretised in a formal declaration made before the notary with public deed or with private writing, while tacit acceptance is deduced from acts that presuppose the will to accept the inheritance from the moment in which the subject performs actions that they could perform only in their capacity as heir (by way of example, think of the sale of a property, the payment of inheritance debts, the initiation of a judicial action aimed at obtaining the division of assets, and so on).
For a foreign citizen the process can be even more articulated and therefore seem complicated, especially if they reside abroad, or if the inheritance patrimony is located in multiple countries.
For this reason, relying on Boschetti Studio Legale is the first step to take to avoid incurring cumbersome procedures, disputes, lapses and other criticalities.
The Italian legal system allows both the acceptance of the inheritance for foreigners in Italy, and residents abroad to accept an inheritance in Italy, but requires some particular obligations, with specific procedures to be followed.
For example, it might be necessary the translation and legalisation of foreign documents, in addition to the appointment of a legal representative in Italy, to manage the formal deeds.
It is in fact useful to remember that, should one not decide to formally accept the inheritance within a certain period of time, one might also lose the right to claim it. For those who are not experienced in the Italian legal system, the risk of errors or omissions is very high, for which reason relying on a lawyer for cross-border inheritance questions is essential.
- Eredità
- Accettazione dell’eredità
- Azioni a tutela dell’eredità
- Rinuncia dell’eredità
- Donazione e collazione ereditaria
- Divisione ereditaria consensuale
- Divisione ereditaria giudiziale
- Accettazione eredità con beneficio d’inventario
- Rappresentazione ereditaria
- Quote ereditarie con e senza testamento
- Eredità e donazione
- Eredità ai nipoti
- Eredità digitale
- Petizione ereditaria
- Divisione della comunione ereditaria
- Eredità giacente
- Eredità per le coppie di fatto
Legal advice for the inheritance of citizens residing in Italy
The acceptance of inheritance by a foreign citizen, or by a person residing abroad, often requires the support of a legal professional competent in matters of inheritance law, especially when the patrimony includes real estate or financial assets, since it is a deed from which important consequences derive.
The advice of a lawyer for questions of inheritance nature, also of international character, is essential to ensure that all formalities are respected and that the foreign heir can rapidly acquire assets and rights pertaining to them, by law or by will.
Boschetti Studio Legale deals with all aspects linked to international succession, facilitating the process of acceptance of the inheritance both for foreigners living in Italy, and for those who reside outside the Italian Country.
The intervention of a lawyer to consciously choose what type of inheritance acceptance to perform is extremely important, because deciding to do it in express form (with public deed or private writing) or tacit (performing acts of disposal with the inheritance assets, for example) can depend on various circumstances, having significant legal implications.
The significant experience matured by the lawyers of our team, in fact, has avoided in many cases errors that could entail the assumption of unwanted responsibilities, especially in cases of inheritance burdened by debts.
Among other things, when the heir is not sure of the liabilities associated with the inheritance, there is the possibility of accepting it with the benefit of inventory, limiting their liability only to the inherited assets.
Another relevant aspect that can be deepened in advisory session at Boschetti Studio Legale is the possibility for the foreign citizen, when personally unable, to appoint a legal representative in Italy who can perform the deed of acceptance of inheritance in their place.
Our law firm for international successions provides complete assistance in all phases, from the verification of the validity of the will to the management of the bureaucratic formalities.
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How can we help you
If you are a foreigner residing in Italy and you have to face questions linked to the delicate moment of acceptance of the inheritance for foreigners in Italy, Boschetti Studio Legale can assist you with professionalism providing you with qualified and personalised assistance, simplifying the bureaucracy linked to the inheritance procedure and leading you to the acceptance of the inheritance in a conscious way, without errors.
We will take care of your case, from the retrieval and translation of documents to the deed of acceptance of the inheritance, in full compliance with the regulation in force.
The objective of Boschetti Studio Legale is to make the process simpler and safer for you, avoiding any legal complication and protecting your rights as heir.
Hai questioni legate alla famiglia o alle eredità? Siamo qui per aiutarti. Lasciaci i tuoi dettagli qui sotto e parliamone. Ti contatteremo nel più breve tmepo possibile per capire come potremmo supportarti al meglio.
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00192 Roma – Italy
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Tel: + 39 – 06 889 21971
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How much does a lawyer for inheritance cost?
The cost of a lawyer for an inheritance case varies based on the complexity of the case, on the value of the inheritance assets, and on the rate applied by the law firm.
The expenses can be established on a fixed basis or in percentage based on the value of the inheritance, in addition to other costs for the advice with the trusted professional.
Which lawyer to turn to for inheritance?
For questions linked to inheritance, it is advisable to turn to a lawyer specialised in inheritance law. They will assist you in the management of the inheritance practices, in the drafting of the will when it is not under notarial competence, or in the resolution of potential conflicts among heirs.
How long do the heirs have to accept the inheritance?
The heirs generally have ten years to accept the inheritance, starting from the date of opening of the succession, coinciding with the date of death of the deceased.
However, in some particular cases (for example, an heir under guardianship or curatorship, or in the case of victorious experiment of the interrogatory action), this term can be shortened on request of the interested parties or by decision of the competent judge.
How to do acceptance of inheritance without a notary?
Acceptance of inheritance without a notary is possible through a written declaration at the registry of the Tribunale of the place where the succession was opened.
This declaration must be made by the heirs or through a legal representative of theirs.
Among other things, acceptance without a notary can also be configured in the case of acceptance occurred tacitly, when the heir performs acts that imply the intention to accept the inheritance.
