Preparation
of a Portuguese will ensure your estate is distributed according to your
intentions.
For more
info about this service, check out this video and guide.
Who this is
for
For expats living in Portugal who have not adapted their
estate plan to Portuguese succession rules.
How it works
Most expats
coming to Portugal do not realise that if they do not adapt their estate plan
to Portugal, their will may not be respected and Portugal could enforce the
division of their assets in a way that is different to what they want or
intend.
The general
rule in Portugal is that Portuguese law applies to succession, but foreigners
may elect to use the law of their home country. However, failing to make such
an election (normally, by having a will signed in front of a notary in
Portugal) will normally lead to Portuguese law applying and Portuguese law does
not allow people to freely decide how to distribute their assets. Instead, only
some of the assets could be distributed based on the person's choice and the
rest of the distribution is forced by the state. This all but guarantees a
conflict between successors, since inevitably some successors will have an
interest to use Portuguese law.
We therefore
strongly recommend, as a bare minimum, a will that opts out of Portuguese law
and apply the foreign law in such cases where foreign law offers flexibility
and respects the person's intentions.
What’s
included
- A
consultation
- Preparation
of an “opt-out” will in Portugal
- Coordination
of a notary appointment for signing the will
What’s not
included
- Witnessing
the will (available at extra cost)
- Translation
services (available at extra cost)
- Notary fees
and government fees
- Comprehensive
advice on foreign law or coordination with foreign advisors (available at extra
cost)
Service fee
- €1,400 + VAT
(if applicable)for one person
- €1,900 + VAT
for a couple
Preparation
of a Portuguese will ensure your estate is distributed according to your
intentions.
For more
info about this service, check out this video and guide.
Who this is
for
For expats living in Portugal who have not adapted their
estate plan to Portuguese succession rules.
How it works
Most expats
coming to Portugal do not realise that if they do not adapt their estate plan
to Portugal, their will may not be respected and Portugal could enforce the
division of their assets in a way that is different to what they want or
intend.
The general
rule in Portugal is that Portuguese law applies to succession, but foreigners
may elect to use the law of their home country. However, failing to make such
an election (normally, by having a will signed in front of a notary in
Portugal) will normally lead to Portuguese law applying and Portuguese law does
not allow people to freely decide how to distribute their assets. Instead, only
some of the assets could be distributed based on the person's choice and the
rest of the distribution is forced by the state. This all but guarantees a
conflict between successors, since inevitably some successors will have an
interest to use Portuguese law.
We therefore
strongly recommend, as a bare minimum, a will that opts out of Portuguese law
and apply the foreign law in such cases where foreign law offers flexibility
and respects the person's intentions.
What’s
included
- A
consultation
- Preparation
of an “opt-out” will in Portugal
- Coordination
of a notary appointment for signing the will
What’s not
included
- Witnessing
the will (available at extra cost)
- Translation
services (available at extra cost)
- Notary fees
and government fees
- Comprehensive
advice on foreign law or coordination with foreign advisors (available at extra
cost)
