Jaime Roriz Lawyers

Legal support in inventory proceedings, division of assets and disputes between heirs

Inventory proceedings are intended to identify, list, value and divide the assets that form part of an inheritance, especially where there is no agreement between the heirs or where the succession position needs to be formally regularised. We assist with the legal analysis of the inheritance, preparation of the necessary documentation, support with the list of assets, objections, creditors’ meeting, division schedule and other procedural steps. Our work is aimed at ensuring a legally sound division and the protection of the client’s rights.

Areas of practice

We assist at different stages of inventory proceedings, assessing assets, rights, debts, documents and any disagreements between heirs.

Legal support at every stage

We support the client from the initial analysis of the inheritance through to the conduct of the proceedings, discussion of the assets, objections and completion of the division.

Legal analysis of the succession situation

We assess the heirs, assets, debts, will, documents and legal issues relevant to the inventory proceedings.

Preparation and organisation of documentation

We gather and review certificates, land registry, banking, tax and other documents needed to identify the estate assets.

Support with the list of assets and objections

We assist with the submission, review or challenge of the list of assets, as well as objections concerning omitted assets, values or debts.

Support with the division

We intervene in the creditors’ meeting, the distribution schedule and all other acts necessary for the division of assets among the heirs.

Frequently Asked Questions

We clarify some of the most common questions about probate proceedings, the inventory of assets, division, inheritance debts and disputes between heirs.

When is it necessary to resort to probate proceedings?

Probate may be necessary when there is no agreement between the heirs on the division, when there are assets to regularise, when there are disagreements regarding the inheritance, or when the assets need to be formally divided.

The inventory of assets is the list of the assets, rights and debts that form part of the inheritance. It may include property, bank accounts, vehicles, shares, valuable items, receivables, liabilities and other assets.
Yes. Where an asset has been omitted, incorrectly identified or valued, it may be possible to lodge a challenge, supported by documents and evidence that substantiate the interested party’s position.
Where there is no agreement, the proceedings follow the legal steps to enable the division of the assets, which may include decisions on the composition of shares, valuation, bidding processes or other acts necessary for the division.

Book your legal consultation

Tell us about your situation. Our team will review your request with rigour, confidentiality and attention to detail.