Succession Law

Succession & Inheritance Law Services

At Edex Group Portugal, we offer expert legal advice and comprehensive support in all matters related to Succession Law, tailored to the unique needs of each client.

Following the death of a family member, heirs are often faced with a range of legal, administrative, and tax-related obligations. Our legal team plays a critical role in guiding clients through the inheritance planning process, confirming heirship, and ensuring compliance with all relevant administrative and fiscal duties.

We specialize in assisting foreign clients with inheritance matters in Portugal, managing the entire process on their behalf—from the moment of death to the full registration of inherited assets in the names of the heirs.

Our Services Include:

• Drafting and notarizing wills (testamentary succession)
• Execution and validation of testamentary dispositions
• Assistance in selecting the applicable law to the succession (especially relevant for cross-border inheritances)
• Drafting of living wills (vital testaments)
• Legal advice on family governance and wealth succession
• Preparation and execution of inheritance deeds
• Fulfillment of all tax obligations, including stamp duty
• Application for tax representation for non-resident heirs
• Coordination with banks and public authorities (e.g., Banco de Portugal, CMVM)
• Drafting and management of promissory inheritance sharing agreements
• Preparation and notarization of deeds of partition
• Full asset registration in the name of the estate or heirs, including real estate, commercial interests, and vehicles

Whether you’re planning ahead or managing the legal and administrative steps after the passing of a loved one, Edex Group Portugal ensures a seamless, secure, and compliant succession process—offering peace of mind to clients both in Portugal and abroad.