At our law firm, we specialize in Polish inheritance law and offer comprehensive legal services to guide you through the complexities of estate planning, inheritance disputes, and related legal matters. Whether you are dealing with a will, inheritance tax, or considering renouncing an inheritance, our experienced legal team is here to assist you.
Understanding Inheritance in Poland
Inheritance refers to the transfer of rights and obligations, including assets and debts, from the deceased to their legal heirs. This process begins immediately upon the death of the testator (the person whose estate is inherited) and involves both financial assets (real estate, investments, personal belongings) and legal liabilities. The inheritance may be claimed either by law (intestate succession) or through a legally valid will (testate succession).
Wills and Testamentary Succession
A will (testament) is a crucial legal document in inheritance law, allowing an individual to decide how their estate will be distributed after their death. There are different types of wills in Poland, including handwritten (holographic), oral, and notarized wills. Our legal experts can help you draft a will or represent you in cases where the validity of a will is in dispute.
Statutory Succession in Poland
If no will is in place, Polish inheritance law dictates that the estate will be divided among the legal heirs, starting with the spouse and children of the deceased. Other family members, such as parents, siblings, and grandchildren, may inherit if closer relatives do not exist or renounce the inheritance.
Legal Assistance with Heirship Rights and Disputes
We provide expert legal representation in matters of inheritance disputes, including disagreements over the division of assets or the validity of a will. Our legal team is skilled in mediation and litigation, ensuring that your interests are fully protected in court if necessary.
The Right to a Legitimate Portion (Zachowek)
In cases where close relatives (such as a spouse or children) are omitted from a will, they are entitled to claim a “legitimate portion” of the estate. This legal right, known as “zachowek,” protects the financial interests of close family members. Our team can assist you in pursuing or defending a claim for a legitimate portion.
Renouncing an Inheritance
In certain circumstances, inheriting an estate may not be desirable, especially if the estate includes significant debts. Under Polish law, heirs have the right to renounce their inheritance within six months of learning about their rights. Our legal advisors can help you navigate this process, ensuring that you make informed decisions and avoid potential liabilities.
Inheritance Tax and Reporting
Polish law requires the payment of inheritance tax in certain situations, but close family members (such as spouses, children, and grandchildren) may be exempt if they report the inheritance to the tax office within six months. We provide guidance on all tax-related matters, ensuring full compliance with the law while minimizing your financial obligations.
Contact Us for Expert Inheritance Law Services
If you are facing inheritance issues in Poland, whether related to drafting a will, managing a complicated estate, or resolving disputes, our experienced legal team is here to support you. Contact us today for a consultation and ensure that your inheritance rights are fully protected.
