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Deed Upon Death Template for Germany

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Key Requirements PROMPT example:

Deed Upon Death

"I need a German Deed Upon Death that includes provisions for the succession of my technology company with offices in Munich and Berlin, along with distribution of my international assets in Switzerland and France, ensuring compliance with both German inheritance law and EU succession regulations."

Document background
The Deed Upon Death (Testament) is a crucial estate planning instrument under German law, used to ensure that an individual's assets and responsibilities are properly distributed according to their wishes after death. This document becomes particularly important when the statutory succession rules don't align with the testator's intentions, or when there are complex family situations, business assets, or international elements involved. German law places specific requirements on the format and content of such documents, with options for either notarial or holographic forms. The document must address mandatory inheritance rights (Pflichtteil) of close relatives while allowing flexibility in asset distribution, appointment of executors, and special provisions for business succession or minor children's care.
Suggested Sections

1. Personal Information (Persönliche Angaben): Full legal name, date of birth, current address, and any other identifying information of the testator

2. Declaration (Erklärung): Clear statement that this document constitutes the testator's last will and testament, revoking all previous wills

3. Primary Heirs (Erbeinsetzung): Designation of primary heir(s) and their respective shares of the estate

4. Specific Bequests (Vermächtnisse): Detailed list of specific items or amounts to be given to particular beneficiaries

5. Executor Appointment (Testamentsvollstrecker): Nomination of an executor to manage the estate and their powers

6. Closing Provisions (Schlussbestimmungen): Final declarations, date, and signature of the testator

Optional Sections

1. Guardian Appointment (Vormundschaftsregelung): Used when testator has minor children to appoint guardians

2. Business Succession (Unternehmensnachfolge): Used when testator owns business interests to specify succession planning

3. Funeral Instructions (Bestattungswünsche): Used to specify particular wishes regarding funeral arrangements

4. Care Instructions (Pflegeanweisungen): Used to provide instructions for care of dependents, pets, or specific assets

5. Disinheritance Provisions (Enterbung): Used when explicitly excluding legal heirs, including mandatory portion (Pflichtteil) considerations

6. Condition Clauses (Bedingungsklauseln): Used to set specific conditions for inheritance or bequests

7. Tax Optimization Provisions (Steueroptimierung): Used for larger estates to include tax-efficient distribution provisions

Suggested Schedules

1. Schedule A - Asset Inventory (Vermögensverzeichnis): Detailed list of major assets including real estate, vehicles, and valuable items

2. Schedule B - Bank Accounts (Bankkonten): List of bank accounts, investments, and financial assets

3. Schedule C - Digital Assets (Digitale Vermögenswerte): Inventory of digital assets including online accounts, cryptocurrencies, and access information

4. Schedule D - Family Tree (Stammbaum): Family tree showing relevant relationships for inheritance purposes

5. Schedule E - Instructions for Executor (Anweisungen für den Testamentsvollstrecker): Detailed instructions for the executor regarding estate administration

Authors

Alex Denne

Head of Growth (Open Source Law) @ ¶¶Òõ¶ÌÊÓÆµ | 3 x UCL-Certified in Contract Law & Drafting | 4+ Years Managing 1M+ Legal Documents | Serial Founder & Legal AI Author

Relevant legal definitions




















Clauses




















Relevant Industries

Legal Services

Financial Services

Estate Planning

Wealth Management

Private Banking

Insurance

Real Estate

Family Office Services

Professional Services

Notary Services

Relevant Teams

Legal

Wealth Management

Private Client Services

Estate Administration

Succession Planning

Document Management

Fiduciary Services

Advisory Services

Relevant Roles

Estate Planning Attorney

Notary

Wealth Manager

Financial Advisor

Private Client Lawyer

Trust Officer

Estate Administrator

Probate Specialist

Family Office Manager

Tax Consultant

Succession Planning Advisor

Legal Document Specialist

Industries







Teams

Employer, Employee, Start Date, Job Title, Department, Location, Probationary Period, Notice Period, Salary, Overtime, Vacation Pay, Statutory Holidays, Benefits, Bonus, Expenses, Working Hours, Rest Breaks,  Leaves of Absence, Confidentiality, Intellectual Property, Non-Solicitation, Non-Competition, Code of Conduct, Termination,  Severance Pay, Governing Law, Entire Agreemen

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