Family booklet, list of bank accounts and financial products, Internet codes, etc. : In order for, when you death, your loved ones easily find the information necessary for the settlement of your succession, it is better to prepare everything, advises the notary Pascale Burgaud.
by
You may have already organized your funeral, left testamentary arrangements and instructions for organ donation, but have you thought of helping your loved ones settle your succession?
Use a notary is compulsory for any succession of at least 5,000 euros. Depending on the nature of the heritage and the heirs, one or more acts will be drawn up using documents provided by the latter. To save them complicated research, bring the documents together in a file – paper or digital – easily accessible.
which ones? The photocopy of your family booklets, your marriage contract, divorce judgment, a donation between spouses, your will, the list of financial institutions holding funds on your behalf – a bank identity statement (RIB ) is welcome – and the copy of your life insurance contracts.
tax notice and property tax
But also the address and number of all your children, or elements to contact them if you have lost sight of them, a copy of the statutes of companies with which you are associated, and the balance sheet of these, If necessary, from your gray card, your taxation and property tax notice, the list of organizations pouring you a pension, the name of your mutual. “Aria-Hidden =” True “>
or any document to trace the donations or successions from which you have benefited.