Sole Heir by Will with No Mandatory Claims

As the sole heir named in a will, your situation is straightforward, especially when there are no mandatory claims (e.g., from family members such as children or spouses). This means that your loved one’s wishes, as outlined in the will, can be honored without dispute or additional complications.

In this case, you have full authority to manage the estate and take the necessary steps to settle it. This includes tasks such as accessing financial accounts, transferring assets, and handling any remaining debts. There is no need for approval or coordination with others, as you are the sole beneficiary.

How the Process Works

Submit the Will to the Probate Court (Nachlassgericht): This is the first step to initiating the estate settlement and obtaining legal recognition of your rights as the heir.

Obtain the Certificate of Inheritance (Erbschein): If required, this document confirms your authority to manage the estate and transfer assets.

Compile an Asset Overview: Create a detailed list of all assets and liabilities in the estate, including bank accounts, real estate, and personal belongings.

Settle Debts and Administrative Obligations: Ensure any outstanding financial obligations are resolved in accordance with German law.

Transfer Assets to Your Name: Once all steps are complete, the estate’s assets can be legally transferred to you.
Your Next Steps

If this scenario applies to you, we are here to make the process as smooth and stress-free as possible. Our team can handle everything on your behalf—from submitting the will and managing legal documents to transferring assets and ensuring compliance with German law.

Contact us today to get started. We are here to honor your loved one’s wishes and provide compassionate, professional assistance every step of the way.