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Small Estate Declaration for Germany

Small Estate Declaration Template for Germany

A Small Estate Declaration is a formal legal document used in German inheritance law to establish inheritance rights for estates of limited value or complexity. This document, regulated under German civil law and various state regulations, serves as a simplified alternative to a full certificate of inheritance (Erbschein). It enables heirs to prove their inheritance rights and access the deceased's assets while avoiding the more complex and costly standard inheritance certificate procedure. The declaration must contain specific information about the deceased, the heir(s), and the legal basis for inheritance, while meeting the requirements of German inheritance law and local court procedures.

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What is a Small Estate Declaration?

The Small Estate Declaration (Kleiner Erbschein) is a specialized document used in German inheritance proceedings when dealing with estates of limited value or complexity. This document is typically employed when the full formal inheritance certificate (Erbschein) would be disproportionately expensive or complex relative to the estate's value. It contains essential information about the deceased person, their assets, and the legal basis for inheritance, whether through intestate succession or testamentary disposition. The declaration is particularly useful for straightforward inheritance cases where the heir's position is clear and uncontested. It helps heirs access bank accounts, handle administrative matters, and manage the deceased's assets while complying with German inheritance law requirements. The document must be submitted to the appropriate local court (Amtsgericht) in the jurisdiction where the deceased had their last residence.

What sections should be included in a Small Estate Declaration?

1. Personal Information of Declarant: Full legal name, address, and relationship to the deceased

2. Deceased's Information: Full name, last residence, date and place of death, and marital status of the deceased

3. Legal Basis of Inheritance: Statement of whether inheritance is based on legal succession or will/contract of inheritance

4. Family Status Declaration: Overview of deceased's family relationships relevant to inheritance (spouse, children, parents, siblings)

5. Estate Description: Brief description of known assets and their approximate values, demonstrating qualification as a small estate

6. Declaration of Completeness: Formal statement that all provided information is complete and truthful

7. Signature Block: Space for declarant's signature, date, and place of signing

What sections are optional to include in a Small Estate Declaration?

1. Will Reference: Include when inheritance is based on a will - details of the will's date, location, and main provisions

2. Previous Marriage Information: Include when deceased had previous marriages that might affect inheritance rights

3. Renunciation Declarations: Include when any potential heirs have formally renounced their inheritance rights

4. Foreign Asset Declaration: Include when the deceased owned assets in other countries

5. Power of Attorney: Include when the declaration is being made by an authorized representative rather than the heir directly

What schedules should be included in a Small Estate Declaration?

1. Death Certificate: Official death certificate of the deceased (certified copy)

2. Family Book Excerpts: Relevant excerpts from family books or civil status registers

3. Will Copy: Certified copy of the will or inheritance contract, if applicable

4. Asset Documentation: Basic documentation of estate assets (bank statements, property documents, etc.)

5. Inheritance Renunciation Documents: Copies of any formal inheritance renunciations, if applicable

6. Relationship Proof: Documents proving relationship to deceased (birth certificates, marriage certificates, etc.)

Authors

Alex Denne

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

Jurisdiction

Germany

Publisher

Ƶ

Document Type

Affidavit

Sector

Personal

Cost

Free to use
Relevant legal definitions




















Clauses



















Relevant Industries

Legal Services

Financial Services

Public Administration

Banking

Real Estate

Insurance

Wealth Management

Public Notary Services

Court Services

Relevant Teams

Legal

Wealth Management

Estate Administration

Probate Administration

Client Services

Document Processing

Compliance

Private Banking

Relevant Roles

Legal Counsel

Probate Attorney

Estate Administrator

Wealth Manager

Bank Manager

Notary Public

Court Clerk

Inheritance Law Specialist

Trust Officer

Estate Planning Advisor

Legal Administrative Assistant

Probate Paralegal

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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