{"id":4567,"date":"2023-07-21T15:27:46","date_gmt":"2023-07-21T13:27:46","guid":{"rendered":"https:\/\/www.add-associes.com\/prestations\/representacao-de-herdeiros\/"},"modified":"2026-06-16T12:26:08","modified_gmt":"2026-06-16T10:26:08","slug":"representacao-de-herdeiros","status":"publish","type":"prestation","link":"https:\/\/www.add-associes.com\/pt-br\/servi\u00e7os\/representacao-de-herdeiros\/","title":{"rendered":"Representa\u00e7\u00e3o dos herdeiros"},"content":{"rendered":"\n<div class=\"wp-block-group is-style-container\"><div class=\"wp-block-group__inner-container is-layout-constrained wp-block-group-is-layout-constrained\">\n<h2 class=\"wp-block-heading\">Quais as vantagens de ser representado por um genealogista sucess\u00f3rio na liquida\u00e7\u00e3o de uma heran\u00e7a?&nbsp;<\/h2>\n\n\n\n<p>Uma miss\u00e3o essencial das equipas da ADD Associ\u00e9s \u00e9 a representa\u00e7\u00e3o do(s) herdeiro(s) localizado(s) cujos direitos tenham sido estabelecidos mediante certid\u00e3o de habilita\u00e7\u00e3o de herdeiros durante a liquida\u00e7\u00e3o de uma heran\u00e7a.&nbsp;<\/p>\n<\/div><\/div>\n\n\n\n<div class=\"wp-block-group is-style-container has-light-background-color has-background\"><div class=\"wp-block-group__inner-container is-layout-constrained wp-block-group-is-layout-constrained\">\n<h2 class=\"wp-block-heading\"><strong><strong>Um apoio com grande valor<\/strong><\/strong><\/h2>\n\n\n\n<p>Gra\u00e7as aos seus conhecimentos em mat\u00e9ria de liquida\u00e7\u00e3o e tributa\u00e7\u00e3o de uma heran\u00e7a, a ADD Associ\u00e9s assegurar\u00e1 a otimiza\u00e7\u00e3o dos interesses do herdeiro que contrata os seus servi\u00e7os e a melhor defesa poss\u00edvel dos seus direitos.&nbsp;<\/p>\n<\/div><\/div>\n\n\n\n<div class=\"wp-block-group is-style-container\"><div class=\"wp-block-group__inner-container is-layout-constrained wp-block-group-is-layout-constrained\">\n<h2 class=\"wp-block-heading\"><strong><strong><strong>Um documento fundamental: a procura\u00e7\u00e3o.<\/strong><\/strong><\/strong><\/h2>\n\n\n\n<p>Para poder ser representado, o herdeiro deve assinar uma procura\u00e7\u00e3o em benef\u00edcio de ADD Associ\u00e9s, que se converter\u00e1 assim no seu representante durante as opera\u00e7\u00f5es de liquida\u00e7\u00e3o da heran\u00e7a.<\/p>\n\n\n\n<h3 class=\"wp-block-heading has-text-align-center\"><strong>A procura\u00e7\u00e3o: para ganhar tempo e tranquilidade<\/strong><\/h3>\n\n\n\n<p>Na sua qualidade de representante, ADD Associ\u00e9s levar\u00e1 a cabo as reuni\u00f5es necess\u00e1rias para a liquida\u00e7\u00e3o da heran\u00e7a: assinatura da escritura notarial, reuni\u00e3o para elabora\u00e7\u00e3o de invent\u00e1rio (sendo obrigatoriamente o herdeiro previamente informado da data e da hora da reuni\u00e3o para elabora\u00e7\u00e3o do invent\u00e1rio, para o caso de pretender estar presente), assinatura de escrituras de venda de im\u00f3veis e de documentos fiscais e, em geral, todas as opera\u00e7\u00f5es necess\u00e1rias para a liquida\u00e7\u00e3o da heran\u00e7a.&nbsp;<\/p>\n\n\n\n<p>ADD Associ\u00e9s est\u00e1 obrigada a descrever detalhadamente as suas a\u00e7\u00f5es ao herdeiro que representa e a solicitar o seu consentimento pr\u00e9vio antes de adotar qualquer disposi\u00e7\u00e3o relativamente a bens m\u00f3veis ou im\u00f3veis.<\/p>\n\n\n\n<p><\/p>\n<\/div><\/div>\n\n\n\n<div class=\"wp-block-group is-style-container has-light-background-color has-background\"><div class=\"wp-block-group__inner-container is-layout-constrained wp-block-group-is-layout-constrained\">\n<h2 class=\"wp-block-heading\">As principais etapas da liquida\u00e7\u00e3o de uma heran\u00e7a<\/h2>\n\n\n\n<ol class=\"wp-block-list\">\n<li>A assinatura da habilita\u00e7\u00e3o de herdeiros tem como finalidade estabelecer a sua qualidade de herdeiro e os seus direitos de sucess\u00e3o do falecido;&nbsp;&nbsp;&nbsp;<\/li>\n\n\n\n<li>A realiza\u00e7\u00e3o de um invent\u00e1rio dos bens m\u00f3veis pertencentes ao falecido, se for o caso.&nbsp;<\/li>\n\n\n\n<li>A assinatura do certificado do registo predial que certifique a transmiss\u00e3o aos herdeiros dos bens e dos direitos de propriedade da sucess\u00e3o (se necess\u00e1rio) antes da sua eventual venda.&nbsp;&nbsp;&nbsp;<\/li>\n\n\n\n<li>A liquida\u00e7\u00e3o dos bens m\u00f3veis e im\u00f3veis da sucess\u00e3o.&nbsp;&nbsp;&nbsp;<\/li>\n\n\n\n<li>A assinatura e o dep\u00f3sito da declara\u00e7\u00e3o sucess\u00f3ria: documento destinado \u00e0 administra\u00e7\u00e3o tribut\u00e1ria, incluindo uma fotografia do patrim\u00f3nio da pessoa falecida \u00e0 data do seu falecimento, que permita determinar o montante dos impostos sucess\u00f3rios que incumbem ao(s) herdeiro(s).&nbsp;<\/li>\n<\/ol>\n\n\n\n<div style=\"height:52px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h3 class=\"wp-block-heading\">Seguran\u00e7a financeira: o papel da conta de terceiros<\/h3>\n\n\n\n<p>No \u00e2mbito de suas atividades, a ADD Associ\u00e9s garante uma gest\u00e3o financeira totalmente segura dos fundos sucess\u00f3rios por meio do uso de uma <strong>conta de terceiros<\/strong>. Essa conta, aberta junto \u00e0 <a href=\"https:\/\/www.caissedesdepots.fr\/en\" target=\"_blank\" rel=\"noreferrer noopener\">Caisse des D\u00e9p\u00f4ts et Consignations<\/a>, \u00e9 rigorosamente separada das contas operacionais do escrit\u00f3rio. Ela assegura um ambiente de gest\u00e3o neutro, transparente e em conformidade com as exig\u00eancias \u00e9ticas da profiss\u00e3o.<\/p>\n\n\n\n<p>Esse mecanismo garante que:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>os valores destinados aos herdeiros estejam protegidos em todas as etapas,<\/li>\n\n\n\n<li>nenhum montante seja jamais misturado \u00e0s finan\u00e7as da empresa,<\/li>\n\n\n\n<li>todos os movimentos financeiros sejam totalmente rastre\u00e1veis,<\/li>\n\n\n\n<li>cada herdeiro receba exatamente aquilo a que tem direito.<\/li>\n<\/ul>\n\n\n\n<p>Esse dispositivo constitui uma garantia essencial para not\u00e1rios e benefici\u00e1rios: ele assegura a transfer\u00eancia dos fundos em um ambiente confi\u00e1vel e totalmente controlado.<\/p>\n<\/div><\/div>\n\n\n\n<div class=\"wp-block-group is-style-container has-white-background-color has-background\"><div class=\"wp-block-group__inner-container is-layout-constrained wp-block-group-is-layout-constrained\">\n<h3 class=\"wp-block-heading has-text-align-center has-primary-color has-text-color has-link-color wp-elements-046993a092339a19bbd6500ced023c7f\">Perguntas frequentes<\/h3>\n\n\n\n<div data-wp-context=\"{ &quot;autoclose&quot;: false, &quot;accordionItems&quot;: [] }\" data-wp-interactive=\"core\/accordion\" role=\"group\" class=\"wp-block-accordion is-layout-flow wp-block-accordion-is-layout-flow\">\n<div data-wp-class--is-open=\"state.isOpen\" data-wp-context=\"{ &quot;id&quot;: &quot;accordion-item-1&quot;, &quot;openByDefault&quot;: false }\" data-wp-init=\"callbacks.initAccordionItems\" data-wp-on-window--hashchange=\"callbacks.hashChange\" class=\"wp-block-accordion-item is-layout-flow wp-block-accordion-item-is-layout-flow\">\n<h3 class=\"wp-block-accordion-heading\"><button aria-expanded=\"false\" aria-controls=\"accordion-item-1-panel\" data-wp-bind--aria-expanded=\"state.isOpen\" data-wp-on--click=\"actions.toggle\" data-wp-on--keydown=\"actions.handleKeyDown\" id=\"accordion-item-1\" type=\"button\" class=\"wp-block-accordion-heading__toggle\"><span class=\"wp-block-accordion-heading__toggle-title\"><strong><strong>Qual \u00e9 o papel da conta de terceiros na seguran\u00e7a dos fundos sucess\u00f3rios?<\/strong><\/strong><\/span><span class=\"wp-block-accordion-heading__toggle-icon\" aria-hidden=\"true\">+<\/span><\/button><\/h3>\n\n\n\n<div inert aria-labelledby=\"accordion-item-1\" data-wp-bind--inert=\"!state.isOpen\" id=\"accordion-item-1-panel\" role=\"region\" class=\"wp-block-accordion-panel is-layout-flow wp-block-accordion-panel-is-layout-flow\">\n<p>A conta de terceiros, aberta na Caisse des D\u00e9p\u00f4ts, garante uma gest\u00e3o independente, rastre\u00e1vel e totalmente separada das contas operacionais.<br>Ela protege os herdeiros, assegura os fluxos financeiros e oferece ao tabeli\u00e3o uma garantia de neutralidade financeira.<\/p>\n<\/div>\n<\/div>\n\n\n\n<div data-wp-class--is-open=\"state.isOpen\" data-wp-context=\"{ &quot;id&quot;: &quot;accordion-item-2&quot;, &quot;openByDefault&quot;: false }\" data-wp-init=\"callbacks.initAccordionItems\" data-wp-on-window--hashchange=\"callbacks.hashChange\" class=\"wp-block-accordion-item is-layout-flow wp-block-accordion-item-is-layout-flow\">\n<h3 class=\"wp-block-accordion-heading\"><button aria-expanded=\"false\" aria-controls=\"accordion-item-2-panel\" data-wp-bind--aria-expanded=\"state.isOpen\" data-wp-on--click=\"actions.toggle\" data-wp-on--keydown=\"actions.handleKeyDown\" id=\"accordion-item-2\" type=\"button\" class=\"wp-block-accordion-heading__toggle\"><span class=\"wp-block-accordion-heading__toggle-title\"><strong>Quais s\u00e3o as obriga\u00e7\u00f5es deontol\u00f3gicas da ADD na rela\u00e7\u00e3o com os herdeiros?<\/strong><\/span><span class=\"wp-block-accordion-heading__toggle-icon\" aria-hidden=\"true\">+<\/span><\/button><\/h3>\n\n\n\n<div inert aria-labelledby=\"accordion-item-2\" data-wp-bind--inert=\"!state.isOpen\" id=\"accordion-item-2-panel\" role=\"region\" class=\"wp-block-accordion-panel is-layout-flow wp-block-accordion-panel-is-layout-flow\">\n<p>A ADD aplica regras rigorosas: transpar\u00eancia, confidencialidade, conformidade com a LGPD\/GDPR e neutralidade na apresenta\u00e7\u00e3o dos direitos sucess\u00f3rios. Cada contato \u00e9 registrado e arquivado.<\/p>\n<\/div>\n<\/div>\n\n\n\n<div data-wp-class--is-open=\"state.isOpen\" data-wp-context=\"{ &quot;id&quot;: &quot;accordion-item-3&quot;, &quot;openByDefault&quot;: false }\" data-wp-init=\"callbacks.initAccordionItems\" data-wp-on-window--hashchange=\"callbacks.hashChange\" class=\"wp-block-accordion-item is-layout-flow wp-block-accordion-item-is-layout-flow\">\n<h3 class=\"wp-block-accordion-heading\"><button aria-expanded=\"false\" aria-controls=\"accordion-item-3-panel\" data-wp-bind--aria-expanded=\"state.isOpen\" data-wp-on--click=\"actions.toggle\" data-wp-on--keydown=\"actions.handleKeyDown\" id=\"accordion-item-3\" type=\"button\" class=\"wp-block-accordion-heading__toggle\"><span class=\"wp-block-accordion-heading__toggle-title\"><strong>Como a ADD garante a conformidade com a GDPR na coleta e no tratamento de dados?<\/strong><\/span><span class=\"wp-block-accordion-heading__toggle-icon\" aria-hidden=\"true\">+<\/span><\/button><\/h3>\n\n\n\n<div inert aria-labelledby=\"accordion-item-3\" data-wp-bind--inert=\"!state.isOpen\" id=\"accordion-item-3-panel\" role=\"region\" class=\"wp-block-accordion-panel is-layout-flow wp-block-accordion-panel-is-layout-flow\">\n<p>Os dados s\u00e3o coletados no \u00e2mbito de uma miss\u00e3o de interesse leg\u00edtimo, tratados de forma segura e mantidos apenas pelo tempo necess\u00e1rio.<br>A ADD conta com um DPO e procedimentos internos rigorosos.<\/p>\n<\/div>\n<\/div>\n<\/div>\n<\/div><\/div>\n\n\n\n<div class=\"wp-block-buttons is-content-justification-center is-layout-flex wp-container-core-buttons-is-layout-16018d1d wp-block-buttons-is-layout-flex\">\n<div class=\"wp-block-button\"><a class=\"wp-block-button__link wp-element-button\" href=\"https:\/\/www.add-associes.com\/pt-br\/foi-contactado-por-um-genealogista-da-add-associes\/como-e-feita-a-liquidacao-de-uma-heranca\/\">Saiba mais<\/a><\/div>\n<\/div>\n","protected":false},"author":2,"template":"","meta":{"_acf_changed":false,"footnotes":""},"class_list":["post-4567","prestation","type-prestation","status-publish","hentry"],"acf":[],"_links":{"self":[{"href":"https:\/\/www.add-associes.com\/pt-br\/wp-json\/wp\/v2\/prestation\/4567","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.add-associes.com\/pt-br\/wp-json\/wp\/v2\/prestation"}],"about":[{"href":"https:\/\/www.add-associes.com\/pt-br\/wp-json\/wp\/v2\/types\/prestation"}],"author":[{"embeddable":true,"href":"https:\/\/www.add-associes.com\/pt-br\/wp-json\/wp\/v2\/users\/2"}],"version-history":[{"count":0,"href":"https:\/\/www.add-associes.com\/pt-br\/wp-json\/wp\/v2\/prestation\/4567\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.add-associes.com\/pt-br\/wp-json\/wp\/v2\/media?parent=4567"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}