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Estate Planning & Succession

We advise on wills, succession planning, acceptance or renunciation of an inheritance and disputes between heirs. Early advice is particularly important where an estate may include debts, foreign assets or a deadline for renunciation.

How we can assist

Wills

Advice on holographic, public and secret wills, their formal validity, publication and the steps required after death.

Inter Vivos Transfers & Gifts

Strategic planning of lifetime property transfers to optimize asset protection and tax efficiency.

Statutory Share Protection

Safeguarding the forced heirship rights of statutory beneficiaries (descendants, spouses, ascendants).

Estate Acceptance Procedures

Full handling of administrative red tape, inheritance tax declarations, and registration with the Land Registry (Ktimatologio).

Acceptance under Benefit of Inventory

Protecting personal assets from estate liabilities by limiting the heir's liability strictly to the liquidated value of the estate.

Estate Renunciation

Swift execution of estate disclaimers within strict statutory limitation periods to prevent the assumption of liabilities.

Petition for Inheritance (Hereditatis Petitio)

Judicial actions for the recognition of inheritance rights and the recovery of wrongfully withheld estate assets.

Will Contests & Annulments

Litigation concerning the challenge of testaments on grounds of forgery, testamentary incapacity, undue influence, or duress.

Partition of Estate

Judicial or extrajudicial dissolution of co-heirship to achieve an equitable distribution of the common estate.

Frequently asked questions

When should an heir seek advice about renunciation

Renunciation is subject to strict statutory time limits. Advice should be obtained promptly, especially if the estate may include debts or assets and family members in more than one country.

What is acceptance under benefit of inventory

It is a statutory procedure intended to limit an heir's liability for estate debts to the value of the inherited estate, provided that its formal requirements and deadlines are observed.

Can a will be challenged

A will may be challenged only on recognised legal grounds and with appropriate evidence. The document, circumstances of execution, capacity of the testator and applicable time limits must be examined.

This information is general and does not constitute legal advice. Advice depends on the facts of each matter.

Send us the will, death certificate and any available information about heirs, assets and debts for an initial review. Information on this page is general and does not constitute legal advice.

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