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Wills & Testaments

Will & Estates in Spain

It is very important that you have a spanish will signed; it will help avoid complex and expensive situations for your loved ones.

As you may know a will is not exclusively about making sure the right people will inherit without disagreement or problems. It is a formal declaration of intention made by a person in their life-time of their wishes concerning the disposal of their property after their death.

With a will, you can mitigate inheritance tax by planning the distribution of your estate, and you will have peace of mind knowing that things are in order for your heirs.

We understand the need to preserve and protect your assets and those of your family. If you are purchasing or already have a property in Spain, we strongly recommend you to make a Spanish will in order to facilitate the distribution of your Spanish assets.

This is particularly helpful for non-Spanish inheritors as the Spanish system is easier where a will exists.

 

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You'll be assisted during the process

1. Initial consultation

During this meeting, we will guide you on the best approach to create your will and distribute your assets, taking into consideration the current laws in effect.

2. Data completion

We will provide you with a comprehensive form to ensure that all information is accurately recorded and that no data is lost during the signing process.

3. Appointment at the notary

We will accompany you to the notary to sign your will, taking care of every formal aspect along the way.

Do I need a Spanish will?

We always recommend that a will be signed if you have assets in Spain, as it is essential. Having a will can help ensure that your assets are distributed according to your wishes after your passing and can simplify the inheritance process for your loved ones.

 

In Spain, there are specific legal regulations governing inheritance, and without a will, your assets may be distributed according to the Spanish intestacy laws, which may not align with your preferences.

It’s essential to consult with a legal professional in Spain to get personalized advice based on your specific situation and to stay up-to-date with any changes in the law.

Learn more about wills in Malaga or other regions of Spain, we have prepared some helpful questions and answers that may can help you.

Can I change my Spanish Will?

Yes, you can. If you reconsider your decision and want to designate a different person, include an additional individual in the will, or even exclude someone, a revised version will need to be created and signed.

If you want to change your Spanish Will or you would like a second opinion, we can meet and discuse your case. 

What are the requirements for a will to be valid in Spain?

To be valid in Spain, a will must meet certain legal requirements. These requirements are set out in the Spanish Civil Code and must be followed to ensure that the will is legally enforceable. The main requirements for a will to be valid in Spain include:


Legal age and capacity: The testator (the person making the will) must be at least 14 years old and possess the legal capacity to make a will. Minors and individuals lacking mental capacity are not allowed to make a will.


Express intent: The will must clearly express the testator’s intention to dispose of their assets upon death and must be made voluntarily and without pressure from others.


Form of the Will: In Spain, there are several forms of wills, but the most common types are the notarial will (testamento notarial) and the holographic will (testamento ológrafo). The notarial will is made before a notary public, while the holographic will is written entirely in the testator’s own handwriting.


Witnesses (For holographic wills): If the will is holographic, it must be signed and dated by the testator, and the signature must be authenticated by two witnesses.


Identifying information: The will should include the testator’s full name, place of residence, and other identifying information.


Disposition of assets: The will must clearly state how the testator’s assets are to be distributed among beneficiaries. This may include specific bequests, the designation of heirs, and the distribution of the freely disposable portion.


Revocation of previous Wills: The will should explicitly revoke any previous wills and codicils (amendments to a will) to avoid conflicts.


Compliance with legal rules: The will must comply with the laws and regulations of the Spanish Civil Code, including the rules related to reserved portions and legitimate heirs.


Notarization (For notarial Wills): If the will is notarial, it must be signed in the presence of a notary public, who will ensure its authenticity and register it in the Central Registry of Last Will Testaments.

It’s essential to seek professional legal advice when creating a will in Spain to ensure that it complies with all legal requirements and to avoid potential challenges or disputes after your passing.

Can I disinherit someone in my will?

Yes, in Spain, you can disinherit someone in your will. Spanish law allows individuals to disinherit certain heirs, including their direct descendants (children and grandchildren) or their spouse.

However, it’s important to note that disinheritance is not a decision to be taken lightly and must be justified according to specific legal grounds. The reasons for disinheritance must be explicitly stated in the will to avoid potential challenges in court.

In Spain, there are limited legal grounds for disinheritance, which include serious misconduct or failure to fulfill legal duties towards the deceased, such as physically harming the testator, attempting to take their life, or being convicted of serious crimes against the testator or their family.

Can I leave my assets to non-family members or charitable organizations?

Yes, in Spain, you are generally allowed to leave your assets to non-family members or charitable organizations in your will. Spanish law grants individuals a considerable degree of freedom in deciding how to distribute their assets upon death, known as the “freely disposable portion” (tercio de libre disposición).

The freely disposable portion is a part of your estate that you can distribute as you wish, without any legal restrictions. This means you can designate beneficiaries who are not direct family members or even allocate a portion of your assets to charitable organizations or other entities you support.

Characteristics of Spanish Legal Wills

Understanding a legal will in Spanish involves more than just knowledge of inheritance laws. It delves into traditions, familial structures, and how estates are managed within the Spanish jurisdiction.

Historical Context

The concept of the legal will in Spanish law has evolved through history. Rooted deeply in Roman and Visigothic traditions, these wills were shaped by centuries of regional practices before unification under national law.

Modern Relevance

Today, crafting a legal will in Spanish is essential for asset management and inheritance planning. It reflects not just personal wishes but adapts to modern family dynamics, legal reforms, and cross-border considerations.

Role of Legal Professionals

Legal professionals in Spain are vital in drafting and executing wills. They ensure each legal will complies with national, regional, and sometimes international laws, safeguarding the testator’s intents.

Integration with International Law

As globalisation advances, interaction with international law in Spanish will practices grows. Diverse nationalities owning Spanish assets highlights the necessity of harmonising Spanish wills with foreign legal expectations.

Call : (+34) 952 90 12 25

mail@malagasolicitors.com

 

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