{"id":4561,"date":"2023-07-21T15:27:46","date_gmt":"2023-07-21T13:27:46","guid":{"rendered":"https:\/\/www.add-associes.com\/prestations\/representation-of-heirs\/"},"modified":"2026-06-16T12:19:30","modified_gmt":"2026-06-16T10:19:30","slug":"representation-of-heirs","status":"publish","type":"prestation","link":"https:\/\/www.add-associes.com\/en\/services\/representation-of-heirs\/","title":{"rendered":"Representation of heirs\u00a0"},"content":{"rendered":"\n
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Why should you be represented by a probate genealogist when settling an estate?   <\/h2>\n\n\n\n

An essential task of the ADD Associ\u00e9s teams is to represent the heir(s) whose rights have been established in the certificate of heirship when the estate is settled. <\/p>\n<\/div><\/div>\n\n\n\n

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Invaluable assistance   <\/h2>\n\n\n\n

With its extensive knowledge of estate settlement and inheritance tax, ADD Associ\u00e9s will seek to advance the interests of the commissioning heir, and to ensure that his or her rights are fiercely defended. <\/p>\n<\/div><\/div>\n\n\n\n

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A key document: the power of attorney <\/h2>\n\n\n\n

To be represented, the heir must sign a power of attorney granting ADD Associ\u00e9s authority to act on his or her behalf during the estate settlement operation. <\/p>\n\n\n\n

Power of attorney: saves time and gives you peace of mind <\/strong><\/h3>\n\n\n\n

In its capacity as representative, ADD Associ\u00e9s will schedule the appointments necessary for the estate settlement: signing of the certificate of heirship, inventory appointment (for which the heir must be informed in advance of the dates and times of the inventory appointment if he or she wishes to attend), signing of property sales, signing of tax documents, and more generally all operations necessary for the estate settlement. <\/p>\n\n\n\n

ADD Associ\u00e9s must report accurately on its actions to the heir and must obtain the heir’s agreement before any disposal of movable property or real estate. <\/p>\n\n\n\n

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The main steps in settling an estate <\/strong><\/strong><\/strong><\/strong><\/strong><\/h2>\n\n\n\n
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  1. Signing the certificate of heirship to establish your status as heir and your rights in the deceased’s estate.   <\/li>\n\n\n\n
  2. Drawing up an inventory of movable property belonging to the deceased, if necessary. <\/li>\n\n\n\n
  3. Signing the property certificate attesting to the transfer to the heirs of the estate’s real estate assets and rights (if necessary) prior to any sale.   <\/li>\n\n\n\n
  4. Liquidation of the estate’s real estate and movable assets.   <\/li>\n\n\n\n
  5. Signing and filing the inheritance tax declaration: this is a document intended for the tax authorities, which gives a snapshot of the deceased’s assets at the time of death and enables them to determine the amount of inheritance tax owed. <\/li>\n<\/ol>\n\n\n\n
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    Financial security: the role of the third\u2011party account<\/h3>\n\n\n\n

    In carrying out its missions, ADD Associ\u00e9s ensures the fully secured management of estate funds through the use of a third\u2011party account<\/strong>. This account, opened with the Caisse des D\u00e9p\u00f4ts et Consignations<\/a>, is strictly separated from the firm\u2019s operating accounts. It guarantees a neutral, transparent management framework that complies with the profession\u2019s ethical requirements.<\/p>\n\n\n\n

    This mechanism ensures that:<\/p>\n\n\n\n