A succession framework with defined participation
Regulation (EU) No 650/2012 provides a framework for cross-border succession in participating EU states and introduces the European Certificate of Succession. Denmark and Ireland do not participate. A European estate can also involve non-EU countries, so the Regulation must be considered alongside other national rules and the location of the assets.
Separate inheritance from related legal questions
An estate review should identify habitual residence, nationality, any choice of law and the testamentary documents. Taxation, matrimonial property, property registration and the nature of rights may require separate analysis. The certificate is not a universal replacement for every local administrative step. Compile a consistent asset schedule and family record, and identify which authority will issue the documents needed for each part of the estate.
Practical questions to resolve
- Prepare residence, nationality and asset histories
- Review the will, any choice of law and national participation
- Separate succession administration from tax and property-registration work
Primary sources & further reading
Connect the framework to local law
The instrument is one part of the analysis. The countries, facts, relevant dates, national procedure and authority to act determine how it can be used in a particular matter.
These guides provide general legal information. The operative law, deadlines, professional permissions and scope of work are confirmed for the particular matter. Representation is arranged through appropriately authorised local practitioners.
