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Drafting of a Pacto Sucesorio Foral (regional-law succession agreement, inheritance passed on during your lifetime) and Apartación

Drafting of a Pacto Sucesorio Foral (regional-law succession agreement, inheritance passed on during your lifetime) and Apartación is filed with Documento privado entre las partes. With Managora you do it 100% online: you answer a few questions, sign a digital mandato (power of representation) and we draft, sign and file your application for you. Estimated total cost: €490 to €490. Official tasa (government fee): Official tasa (official fee) not confirmed in the source consulted. We will tell you in writing before you pay anything.

Bring forward the transfer of your assets during your lifetime with the pacto sucesorio (succession agreement) allowed by Spanish regional civil law (Galicia, Cataluña, Baleares, Aragón or País Vasco). We check whether your vecindad civil (regional civil-law status) permits it and explain to you in writing the real tax cost, including the 5-year rule of Ley 11/2021. We take care of designing and drafting your pacto sucesorio (apartación, mejora, heredamiento) with full legal certainty against the latest anti-fraud rules.

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Estimated total cost
€490 to €490
Managora's fee
€592.90 (21% VAT incl.)
Tasa (official government fee)
Official tasa (official fee) not confirmed in the source consulted. We will tell you in writing before you pay anything. (suplido: paid to the authority on your behalf, no VAT)
Processing time
No deadline is set by the source consulted; we will confirm it to you when we open your file.
Where it is filed
Documento privado entre las partes ↗
What you receive
Application

Cost breakdown: Our fee for the study, strategic design and drafting of the legal draft of the pacto sucesorio: 490 €. Notaría (notary's office) costs (required for the agreement to be valid) and regional taxes are not included..

Drafting of a Pacto Sucesorio Foral (regional-law succession agreement, inheritance passed on during your lifetime) and Apartación: how is it filed?

  1. 11. Complete the form with the personal details and a description of the assets you wish to transfer during your lifetime.
  2. 22. One of our lawyers specialising in regional succession law will analyse your vecindad civil and the tax impact (IRPF income tax, inheritance tax, plusvalía municipal capital-gains tax) to confirm that the saving is achievable.
  3. 33. We will draft the pacto sucesorio (apartación, mejora or heredamiento) tailored to you.
  4. 44. You will receive the document ready for you to grant the public deed at the Notaría of your choice, an essential requirement for it to be fully valid.

Which documents do you need?

  • •DNI (Spanish national identity document) of the grantor (the future deceased)
  • •DNI of the beneficiary
  • •Title deeds (deeds of acquisition) of the assets to be transferred
  • •Certificate of vecindad civil (regional civil-law status), if there is any doubt as to which law applies

Legal basis and things to bear in mind

  • This service consists of the legal and tax advice and the drafting of the document. Every pacto sucesorio must be granted before a Notario by public deed in order to take effect and to be accepted for tax and Land Registry purposes.
  • The tax saving depends on strict compliance with the applicable regional law and on not falling within the situations covered by the anti-fraud rules.

Drafting of a Pacto Sucesorio Foral (regional-law succession agreement, inheritance passed on during your lifetime) and Apartación: frequently asked questions

Drafting of a Pacto Sucesorio Foral (regional-law succession agreement, inheritance passed on during your lifetime) and Apartación: how much does it cost?

The estimated total cost (our fee + official tasas and taxes) is €490 to €490: Our fee for the study, strategic design and drafting of the legal draft of the pacto sucesorio: 490 €. Notaría (notary's office) costs (required for the agreement to be valid) and regional taxes are not included.. Managora's fee is €592.90, 21% VAT included (€490.00 net + €102.90 VAT). The official tasa charged by the authority (a suplido paid on your behalf, no VAT) is: Official tasa (official fee) not confirmed in the source consulted. We will tell you in writing before you pay anything..

Drafting of a Pacto Sucesorio Foral (regional-law succession agreement, inheritance passed on during your lifetime) and Apartación: how long does it take?

No deadline is set by the source consulted; we will confirm it to you when we open your file.

Drafting of a Pacto Sucesorio Foral (regional-law succession agreement, inheritance passed on during your lifetime) and Apartación: which documents do I need?

You need to have to hand: DNI (Spanish national identity document) of the grantor (the future deceased), DNI of the beneficiary, Title deeds (deeds of acquisition) of the assets to be transferred, Certificate of vecindad civil (regional civil-law status), if there is any doubt as to which law applies. You do not upload them here: we collect the details through the guided chat.

Who files the procedure?

Managora files it in your name with Documento privado entre las partes. You only provide the details through the chat and sign a mandato (power of representation); we prepare, sign and register it.

Can it be done online?

Yes. The whole process is online: you answer a few questions in the guided chat, sign a simple mandato on screen and receive the receipt and the official documents by email, with full legal validity.

Related procedures

Based on the legislation in force and on the official site of the competent authority: Documento privado entre las partes ↗.

Shall we get started with «Drafting of a Pacto Sucesorio Foral (regional-law succession agreement, inheritance passed on during your lifetime) and Apartación»?

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