Procedures to be carried out after the death of a family member. Don't worry, our office takes care of it
The death of a family member is an especially adverse situation in which we are also forced to deal with a series of unavoidable procedures. Making decisions about them at such a delicate time can lead to poorly thought-out choices that result in excessive expenses. Funeral homes have agreements with management companies or law firms to carry out these procedures. Keep in mind that you do not have to hire all the services offered to you or those you do not wish to, nor with the companies "suggested" by the sales representatives. To avoid unpleasant surprises, ask for a quote. This way, you will know what to expect and can consciously choose a lawyer you trust.
What documentation will we need:
ID and family book
Death certificate.-
Certificate of last wills.- This serves to verify whether the deceased person left a will or not. It is usually handled by the funeral home. If not, our office will take care of requesting it. It can also be obtained online at https://sede.mjusticia.gob.es/cs/Satellite/Sede/es/tramites/certificado-actos-ultima (with a digital certificate), or obtained in person at the Territorial Offices of the Ministry of Justice where, once the corresponding fee is paid, it can be submitted.
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Insurance certificate with death coverage. It verifies the existing contracts in which the deceased person was insured and with which insurance company. Our office takes care of requesting it. The procedure can also be carried out online on the Ministry of Justice's website or in person at the same place as the Certificate of Last Wills.
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You should check if your relative had other life insurance policies that are often taken out, many times for free (subscribed by the company they worked for, banks, loans, credit cards, etc.).
Cadastral record of properties. If you wish, our office will handle this procedure. If you prefer to do it yourself, it can be done online on the cadastre website https://www.sedecatastro.gob.es/ or in person at the Cadastre Management or Local Units or the Economy and Finance Delegations where they are integrated and/or the City Council in whose municipal area the property(ies) are located, if applicable.
Bank balances, we must go to the different banks where the deceased had an open account to certify the balance existing at the time of death.
Regarding vehicles, the place to obtain the certification of current ownerships will be the provincial traffic headquarters of the place of death.
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Will, if applicable, the heirs must go to the notary where it is deposited and obtain an authorized copy. The certificate of last wills will indicate the date of the last will and before which notary it was granted. The notary will require a death certificate and a certificate of last wills. .
Procedures we must carry out:
Before three months:
Pensions: widowhood or orphanhood. They are processed at the INSS. You can do it at any time from the death, but the sooner the better, if requested after three months from the death, you may lose part of the pension, as it will only be paid with a maximum retroactivity of three months from the date of application.
Before six months:
Taxes:
Inheritance Tax: it must be filed in the place where the deceased person had their habitual residence. We take care of organizing the
