An inheritance in Italy, a family around the world.
I help international families settle Italian estates and plan their succession, in English and mostly at a distance.
Banks, notaries, the Revenue Agency, deadlines: I take care of the Italian side, so your family does not have to travel or decode it alone.
Where families usually call me
There is a house, a bank account or shares in Italy, and the heirs live abroad.
You own assets in Italy and want a will that works together with the one you have at home.
A foreign trust holds, or should hold, Italian assets, and your advisers need an Italian counterpart.
The whole Italian side of a succession
From the first document to the transfer of the last asset.
- Which law governs the succession
- Publishing a foreign will in Italy
- Acceptance or renunciation, also with benefit of inventory
- Succession declaration and Italian inheritance tax
- Releasing accounts, transferring or selling property
- Italian wills coordinated with your will at home
- Choice of the law that governs your succession
- Shares reserved to close family under Italian law
- Trusts and foreign trusts holding Italian assets
- Powers of attorney, so heirs need not travel
- Apostilles and sworn translations
- Coordination with your lawyers and accountants
- DIFC wills for assets in the UAE
One lawyer for the Italian side.
A succession is a difficult moment. I make the Italian part clear, predictable and handled, while you deal with everything else.
Book a consultation- 01No travel needed: video calls and powers of attorney.
- 02One point of contact for notary, bank, Revenue Agency and land registry.
- 03Scope and fee in writing before any work begins.
- 04I work alongside your lawyers and accountants at home.
Step by step, at a distance
Introductory call
We look at the family, the assets and where they are.
Written proposal
Scope, fee and a realistic timeline in writing.
Documents and filings
I collect what is needed and handle filings with notaries and offices.
Transfer
Accounts released and property transferred or sold.
Which law applies to the succession?
Under the EU Succession Regulation, as a rule the law of the country where the deceased habitually lived. A person can choose instead, in a will, the law of their nationality.
Is a will made abroad valid in Italy?
Usually yes, if it respects the form of the country where it was made. To be used in Italy it is published by an Italian notary with a sworn translation.
Do heirs pay Italian inheritance tax?
Yes, on assets located in Italy, even if the deceased lived abroad. Spouse and children pay 4% on the value above €1,000,000 each.
Do we need to come to Italy?
Usually not. Most steps can be completed through a power of attorney signed in your country.
Is there a deadline?
The succession declaration is due within twelve months of the death. Banks and buyers will also wait for it before releasing or transferring assets.
Tell me where the assets are and where the family lives.
I reply personally within two working days.