Published on : 09 April 20213 min reading time
In matters of inheritance, the legislator provides that it is compulsory to carry out an inventory of inheritance in the event that one of the heirs needs to benefit from special protection because of his particular profile: a minor under guardianship or curatorship or a protected adult for example. This procedure is also required if one of the heirs retains the enjoyment of a good or an object.

Making of a succesion inventory

Maybe you’ve heard of it at some point but you don’t know what it is exactly. We speak of an inventory of inheritance to prevent an heir from becoming liable to other creditors and that the settlement of an estate is carried out in due form. It is also possible that to facilitate the equitable division of an estate, one of the heirs asks the notary to carry out this legal act. In this case, the notary draws up an inventory of the deceased’s property in order to assess as closely as possible the amount of his assets at the time of his death. This device can also be interesting to achieve from a fiscal point of view so that the sharing is perfectly fair.

Seeking advice from a notary

When there are several heirs present and one of them is a minor, under tutorship or curatorship, the notary is responsible for carrying out an inventory of the succession to simplify the partition. In practice, how and when to make a succession inventory? The notary then goes to the home of the deceased accompanied by a commissioner and in the presence of the heirs, he assesses the value of the goods therein piece by piece. , cupboards, chests, etc.). The notary draws up an inventory report and appendix to the notarial deed in order to proceed to a fair division of the property.

Opening of a succession

When opening a succession and if there are several heirs, one of whom may be a minor, under guardianship or curatorship, it will be mandatory to go through an inventory of the succession. You may be wondering when to take an estate inventory? Any disputes or special requests from certain heirs or even creditors may lead the notary in charge of an estate to want to clarify the situation to avoid possible disagreements. The estate inventory costs are added to the other fees that the notary receives for the settlement of an estate.