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Wills and inheritance planning

A prepared conversation can reduce uncertainty for a family, but a list of wishes is not automatically a valid will. Seek advice for the relevant country and assets, especially when the family lives across borders.

An older woman and her adult daughter planning together at a kitchen table.

Prepare a private inventory

List the types of assets, liabilities, existing documents and countries involved. You do not need to share passwords or account numbers through a general enquiry form. Note where documents are stored and which professional you wish to consult. Include joint ownership and possible debts; a name on a document does not settle every inheritance question. Keep the inventory up to date and protected, with access agreed by the person concerned.

Questions for a lawyer or notary

Ask about the valid form of a will, heirs who may have legal protection, witnesses, storage and how to change the document. Request an explanation of fees before the service. Mention any earlier will or property abroad at the outset. Do not copy British templates or inheritance-tax advice: the applicable law and procedure may differ. Ask how translations, identity checks or cross-border documents should be handled in your particular case.

After a death

Gather documents without rushing to distribute assets. Ask the competent professional who starts the procedure and which deadlines apply. Inheritance administration is separate from arranging a funeral and meeting immediate expenses. For cross-border matters, ask whether consular assistance or advice in more than one country is needed. AgeCare does not validate wills, calculate inheritance shares or provide a substitute for a lawyer or notary.

General information for organising care. It does not replace professional assessment. In an emergency, contact your local emergency service.

Keep exploring

Plan together

Difficult decisions become clearer when wishes are discussed early. A family note can help the conversation but is not a legal document.

Read the guide →