{"id":17363,"date":"2026-09-29T17:32:05","date_gmt":"2026-09-29T15:32:05","guid":{"rendered":"https:\/\/www.white-baos.com\/?p=17363"},"modified":"2026-09-29T17:32:09","modified_gmt":"2026-09-29T15:32:09","slug":"preparer-ma-succession-que-laisser-a-vos-heritiers","status":"publish","type":"post","link":"https:\/\/www.white-baos.com\/fr\/preparer-ma-succession-que-laisser-a-vos-heritiers\/","title":{"rendered":"Pr\u00e9parer ma succession. Que laisser pr\u00eat pour faciliter les d\u00e9marches de vos h\u00e9ritiers ? Conseil juridique."},"content":{"rendered":"\n
\n\n\n\n

R\u00c9SUM\u00c9 DE L\u2019ARTICLE<\/em><\/h2>\n\n\n\n

1.- Testament \u00e0 jour.<\/em><\/p>\n\n\n\n

La premi\u00e8re \u00e9tape pour pr\u00e9parer votre succession, et la plus importante, est de disposer d\u2019un testament en vigueur et \u00e0 jour. Il est conseill\u00e9 de le revoir apr\u00e8s des changements importants dans la famille ou le patrimoine, afin qu\u2019il refl\u00e8te toujours r\u00e9ellement vos derni\u00e8res volont\u00e9s. Penser qu\u2019il n\u2019est pas n\u00e9cessaire de faire un testament parce que les enfants\/conjoints h\u00e9riteront de toute fa\u00e7on est une erreur. Avoir un testament facilite toujours les choses.<\/em><\/p>\n\n\n\n

2.- Actes et biens immobiliers.<\/em><\/p>\n\n\n\n

Il est recommand\u00e9 de r\u00e9unir au m\u00eame endroit les actes de toutes les propri\u00e9t\u00e9s, ainsi que les re\u00e7us de l\u2019IBI. S\u2019il existe plusieurs biens immobiliers, il est \u00e9galement conseill\u00e9 de laisser une liste simple indiquant leur localisation et leur r\u00e9f\u00e9rence cadastrale, etc.<\/em><\/p>\n\n\n\n

3.- Banques, assurances et investissements.<\/em><\/p>\n\n\n\n

Il est conseill\u00e9 de noter les coordonn\u00e9es des banques avec lesquelles vous travaillez, ainsi que de dresser une liste des assurances-vie, fonds d\u2019investissement ou actions que vous d\u00e9tenez, avec leurs r\u00e9f\u00e9rences et les \u00e9tablissements correspondants. Un simple document contenant ces informations peut faire gagner beaucoup de temps et de d\u00e9marches \u00e0 la famille.<\/em><\/p>\n\n\n\n

\n\n\n\n

Il y a quelques semaines, nous avons analys\u00e9 quels documents les h\u00e9ritiers doivent r\u00e9unir pour r\u00e9gler une succession. Certificats des positions bancaires \u00e0 la date du d\u00e9c\u00e8s. Copie certifi\u00e9e du dernier testament. Inventaire des biens. Etc. Cette semaine, nous remontons une \u00e9tape en arri\u00e8re et essayons de r\u00e9pondre \u00e0 la question que de nombreux clients nous posent : \u00ab De quelle mani\u00e8re puis-je \u201cpr\u00e9parer ma succession\u201d et simplifier les choses pour mes h\u00e9ritiers<\/a> ? Quels documents devrais-je r\u00e9unir ? \u00bb.<\/p>\n\n\n\n

Testament \u00e0 jour. Un \u00e9l\u00e9ment cl\u00e9 et essentiel.<\/strong><\/h2>\n\n\n\n

Avec un testament, tout cela est r\u00e9gl\u00e9 \u00e0 l\u2019avance. Sans testament, vos h\u00e9ritiers devront accomplir davantage de d\u00e9marches et consacrer davantage de temps et de frais.<\/p>\n\n\n\n

Le point de d\u00e9part est toujours le m\u00eame : disposer d\u2019un testament. Dans notre cabinet, nous rencontrons d\u2019innombrables successions dans lesquelles l\u2019absence de testament devient un v\u00e9ritable casse-t\u00eate pour les h\u00e9ritiers. Non pas parce qu\u2019il est impossible de r\u00e9gler la succession sans testament, mais parce que cela implique davantage de d\u00e9marches. Prouver la qualit\u00e9 d\u2019h\u00e9ritier. Fournir le livret de famille, les certificats de naissance (apostill\u00e9s et traduits s\u2019ils sont \u00e9trangers). Signer devant notaire une d\u00e9claration d\u2019h\u00e9ritiers. Etc. Si, en outre, une loi \u00e9trang\u00e8re est applicable \u00e0 la succession<\/a>, il peut \u00eatre n\u00e9cessaire de fournir un certificat de droit \u00e9tranger apostill\u00e9 et traduit.<\/p>\n\n\n\n

Que convient-il \u00e9galement de pr\u00e9parer ? Actes des biens immobiliers.<\/strong><\/h2>\n\n\n\n

Il est recommand\u00e9 de r\u00e9unir au m\u00eame endroit les actes de vos propri\u00e9t\u00e9s ainsi que les re\u00e7us de l\u2019IBI de chacune d\u2019entre elles, leur r\u00e9f\u00e9rence cadastrale, etc. Cela est particuli\u00e8rement utile lorsque vous poss\u00e9dez des biens dans diff\u00e9rentes provinces (ou m\u00eame dans diff\u00e9rents pays). Si ces informations ne sont pas disponibles, les h\u00e9ritiers pourront toujours s\u2019adresser au Registre foncier<\/a> et au Cadastre pour localiser les biens. Mais disposer de ces informations \u00e0 l\u2019avance permet d\u2019\u00e9conomiser du temps et des d\u00e9marches.<\/p>\n\n\n\n

Banques, assurances, investissements, v\u00e9hicules, etc.<\/strong><\/h2>\n\n\n\n

Il en va de m\u00eame pour les produits financiers, les v\u00e9hicules, etc. Il est fortement conseill\u00e9 de noter les coordonn\u00e9es des \u00e9tablissements bancaires avec lesquels vous travaillez habituellement. Une liste claire des assurances-vie<\/a>, fonds d\u2019investissement, plans de retraite ou actions que vous d\u00e9tenez, etc. Il n\u2019est pas n\u00e9cessaire qu\u2019il s\u2019agisse d\u2019un document complexe. Une simple liste \u00e0 jour, conserv\u00e9e dans un endroit connu d\u2019une personne de confiance (votre conjoint, vos enfants, etc.), suffit. Il convient \u00e9galement d\u2019y inclure, le cas \u00e9ch\u00e9ant, les pr\u00eats ou dettes en cours<\/a>, puisque les h\u00e9ritiers devront \u00e9galement en tenir compte.<\/p>\n\n\n\n

Est-il n\u00e9cessaire de formaliser tout cela devant notaire ?<\/strong><\/h2>\n\n\n\n

Non. Contrairement au testament, ce type de liste informative ne n\u00e9cessite aucune formalit\u00e9 particuli\u00e8re. Il s\u2019agit simplement d\u2019un outil pratique qui facilite consid\u00e9rablement le travail ult\u00e9rieur. Cela \u00e9tant, il convient de la maintenir \u00e0 jour et d\u2019indiquer \u00e0 la personne de confiance o\u00f9 elle peut la trouver le moment venu.<\/p>\n\n\n\n

Conclusion.<\/strong><\/h2>\n\n\n\n

En d\u00e9finitive, si vous vous demandez \u00ab Comment pr\u00e9parer ma succession et faciliter les choses pour les miens ? \u00bb<\/em>, la r\u00e9ponse n\u2019exige pas de grandes formalit\u00e9s. Il suffit de v\u00e9rifier votre testament, de classer les actes et de laisser les coordonn\u00e9es bancaires et des assurances facilement accessibles. Avec le temps, cette t\u00e2che simple sera tr\u00e8s utile \u00e0 vos proches, \u00e0 un moment qui est d\u00e9j\u00e0 difficile en soi. Chez White Baos Abogados, cela fait pr\u00e8s de deux d\u00e9cennies que nous aidons des clients de toutes nationalit\u00e9s \u00e0 planifier leur succession. N\u2019h\u00e9sitez pas \u00e0<\/strong> nous contacter<\/strong><\/a>.<\/strong><\/p>\n\n\n\n

Les informations fournies dans cet article ne constituent pas un conseil juridique ; elles transmettent simplement des informations relatives \u00e0 des questions juridiques.<\/p>\n\n\n\n

Carlos Baos (Avocat)<\/p>\n\n\n\n

White & Baos.<\/p>\n\n\n\n

T\u00e9l. : +34 966 426 185<\/p>\n\n\n\n

E-mail : info@white-baos.com<\/a><\/p>\n\n\n\n

White & Baos 2026 \u2013 Tous droits r\u00e9serv\u00e9s.<\/p>\n","protected":false},"excerpt":{"rendered":"

R\u00c9SUM\u00c9 DE L\u2019ARTICLE 1.- Testament \u00e0 jour. La premi\u00e8re \u00e9tape pour pr\u00e9parer votre succession, et la plus importante, est de disposer d\u2019un testament en vigueur et \u00e0 jour. Il est conseill\u00e9 de le revoir apr\u00e8s des changements importants dans la famille ou le patrimoine, afin qu\u2019il refl\u00e8te toujours r\u00e9ellement vos derni\u00e8res volont\u00e9s. Penser qu\u2019il n\u2019est […]<\/p>\n

Lire la suite…<\/a><\/p>\n","protected":false},"author":2,"featured_media":17274,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_jetpack_newsletter_access":"","_jetpack_dont_email_post_to_subs":false,"_jetpack_newsletter_tier_id":0,"_jetpack_memberships_contains_paywalled_content":false,"_jetpack_feature_clip_id":0,"_jetpack_memberships_contains_paid_content":false,"footnotes":"","jetpack_post_was_ever_published":false},"categories":[501,486],"tags":[],"class_list":["post-17363","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-procedure-dheritages-en-espagne","category-testaments-heritages-droits-de-succession-i-s-d"],"yoast_head":"\nPr\u00e9parer ma succession<\/title>\n<meta name=\"description\" content=\"Pr\u00e9parer ma succession en Espagne. Actes. Comptes bancaires. Documents pour faciliter les d\u00e9marches de vos h\u00e9ritiers. 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