Estate Planning

WILLS FOR SPANISH ASSETS

  1. A Spanish Will written to ensure that your Spanish estate will not be subject to Spanish forced heirship rules but will be able to be left to who you wish using the laws of your country of citizenship using the Brussels IV (Eu succession 2012/650) clause.
  2. A Usufructo Clause is a clause that can be included in your Will allowing your spouse or partner to use and enjoy the property, but not freely dispose of it or change it, allowing you to leave the property to other beneficiaries while your spouse or partner can remain in the property for the remainder of their life.
  3. If none of your beneficiaries speak Spanish it is advisable to elect us as your executors for your Spanish estate so that we can liaise in English with each of them and organize the NIE number and Power of Attorney that they may require to inherit their share.
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OUR FEES PER PERSON INCLUDING IVA
(Notary costs for Spanish documents not included)
Spanish Will
99€

WILLS FOR UK ASSETS

A Will legal in England and Wales, specifying who you wish to inherit your English estate (bank accounts/ investments/property).

OUR FEES PER PERSON INCLUDING IVA
UK Will
99€

Power of Attorney

Should you lose mental capacity or the ability to speak (through a stroke for example) a Power of Attorney is essential to enable a trusted person to act and speak on your behalf.

  1. A Property and Finance Power of Attorney gives permission to access your bank accounts on your behalf and manage any financial decisions about your property.
  2. A Health and Welfare Power of Attorney gives permission to make medical decisions regarding your health and welfare and arrange any care you may require.
  3. A living Will sets out in advance your instructions for certain medical decisions, your preferences regarding your care, and your wishes regarding your body after death. These instructions are then registered so every medical facility in Spain can access them.

These can be arranged to take effect immediately or once you lose mental capacity. However, as with Wills, the Powers of Attorney for each country can only manage the assets within said country.

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OUR FEES PER PERSON INCLUDING IVA
(Notary costs for Spanish documents not included)
Spanish Power of Attorney for Property and Finance
199€
Spanish Lasting Power of Attorney (Covers Health and Finances)
259€
Spanish Living Will / Advanced Directive
99€
UK Power of Attorneys on request