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Cross-Border Inheritance Assessment

Get Expert Guidance on Your International Inheritance Case

Cross-border inheritance often involves navigating multiple legal systems, overcoming language barriers, and managing distant assets—all while coping with the loss of a loved one. CBSA is here to simplify this complex process for you.

Why Complete This Questionnaire?

Clear understanding of your inheritance rights across different jurisdictions
Professional evaluation of potential challenges specific to your case
Strategic recommendations from our legal experts
Estimated timeline for the inheritance process
Transparent overview of potential costs and requirements

Estate Information

What do you know about the assets involved? Each type of asset may be treated differently under various countries’ inheritance laws. Your familiarity with the estate helps us determine next steps.

How familiar are you with all legal estates of deceased?

Completely

Very familiar

Partly familiar

I know something

I don’t know anything

Are you aware of any bank accounts, properties, real estate, digital currencies, arts and other collectibles, or personal items that were belonging to deceased?

Are there any intellectual property rights included in the estate, such as patents or copyrights? If applicable, could you provide supporting documentation?

Yes

Are you aware of any digital assets, such as cryptocurrency, online accounts, or digital content owned by the deceased?

Yes

Are you aware of any insurance policies held by the deceased?

Can you estimate the estate's value, including all assets and liabilities (in EUR)?

Has the probate process been initiated, and is it handled by a court or a notary? Additionally, is there an appointed administrator or guardian of the estate?

Have you been in contact with the executor, and do you know the timeline for the probate process and distribution of assets?

Are you aware of any bank accounts, properties, or personal items that were transferred before or after the death but outside of probate (e.g., through joint ownership or payable-on-death accounts)?

Are you aware of any debts or liabilities of the deceased that may need to be settled before inheritance is distributed?

Are you aware of any estate taxes or financial obligations that could affect the inheritance, and do you know the applicable tax rates in each jurisdiction?

Personal Information

This section collects your basic contact details so our team can reach you with your personalized inheritance assessment. All information is kept confidential and secure in accordance with data protection regulations.

Your Name

First Last

Your Email Address

Enter Email Confirm Email

Address

Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country

Your Phone

Terms and Conditions(Required)

By proceeding with this Cross-Border Inheritance Assessment questionnaire, you acknowledge and agree to the following terms:

The information collected through this questionnaire is intended to provide the Cross-Border Successions Alliance (CBSA) with preliminary input about your inheritance situation. CBSA is not a law firm, but an international alliance of independent legal, financial, tax, and estate professionals. Completing this questionnaire does not establish any attorney-client, advisor-client, or fiduciary relationship with CBSA or any of its affiliated professionals. Such a relationship may only be established through a formal, written engagement agreement with an individual professional.

The assessment you receive is generated with the assistance of Herald, CBSA’s proprietary AI-powered legacy-tech platform. This tool provides automated preliminary insights based on the information you submit. While CBSA reviews the output to ensure quality and relevance, Herald does not replace qualified professional judgment. The output is not legal, tax, financial, or other professional advice, and must not be relied upon as such. Your specific circumstances may involve complex legal and financial issues that cannot be adequately addressed through an AI-automated questionnaire.

Any information provided in this assessment, timelines, estimates, or cost projections, are non-binding and subject to revision after a full professional review.

Laws and regulations governing inheritance, succession, tax, and related matters vary widely across jurisdictions and are subject to change. The relevance and application of legal principles depend on factors such as citizenship, residency, marital status, asset location, and local laws, which may not be fully reflected in this initial tool.

The information you provide will be handled confidentially and in compliance with applicable privacy and professional standards, including the EU General Data Protection Regulation (GDPR). By submitting this form, you consent to CBSA storing and processing your information to evaluate your case and contact you using the details provided. You may withdraw this consent at any time by contacting the CBSA office. For more information, please refer to our Privacy Policy.

Please do not make legal or financial decisions based solely on this preliminary assessment. We strongly recommend seeking personalized advice from a qualified lawyer, tax consultant, or financial advisor who is familiar with your complete situation and jurisdiction.

CBSA, its partners, employees, and affiliates disclaim all liability for any actions taken or not taken based on the results of this assessment or any reliance placed on the information generated by Herald. Your use of this tool is entirely at your own risk.

This report was generated using Herald, the world’s first AI-powered legacy-tech platform developed by the Cross-Border Successions Alliance (CBSA). While the assessment reflects automated analysis, CBSA professionals review submissions for internal purposes and may follow up to discuss your case further.

This disclaimer is subject to change without notice and should be reviewed periodically for updates. Thank you for using Herald. We look forward to helping you navigate your cross-border inheritance with clarity, care, and professionalism.

I agree to the terms and conditions.

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Form

Cross-Border Inheritance Assessment

Get Expert Guidance on Your International Inheritance Case

Why Complete This Questionnaire?

Basic Details

Will and Trust Information

Other Potential Heirs

Estate Information

Jurisdiction Information

Personal Information