Wealth and estate assessment
The wealth and estate assessment is an independent and impartial consultation. We take time to examine with you your civil, tax and family situation, your life plans and your transfer intentions, and we deliver a written report accompanied by quantified recommendations tailored to your case.
Scope of the assessment
The assessment is calibrated to your situation. It combines several dimensions: civil, tax, family and financial. The main areas explored together are set out below, tailored to your case from the first exchange.
1. Family composition
Spouse, PACS partner, cohabitant, joint children or children from previous unions, grandchildren, vulnerable persons to protect. Civil status and household configuration.
2. Inventory of the estate
Assets and liabilities: real estate, partnership interests and securities, securities accounts, savings accounts, life insurance, capitalisation contracts, loans. Identification of personal and marital assets, split assets and foreign assets.
3. Wishes and intentions
Protection of the spouse or partner, balance between children, transfer to grandchildren, provisions for a third party or foundation, anticipation of incapacity, business sale plan.
4. Matrimonial regime and cross-border configuration
Applicable regime, any adjustments (préciput, full attribution), designation of applicable law in cross-border situations (EU Regulation 2016/1103, Hague Convention of 14 March 1978).
5. Transfer taxation and latent capital gains
Assessment of gift and inheritance duties in the current situation (Article 779 of the French General Tax Code), exposure to the French real-estate wealth tax (IFI), latent capital gains on portfolio assets.
6. Recommendations and timetable
Solutions ranked by impact and priority: adjustment of the matrimonial regime, gift between spouses, gift to children or grandchildren, transgenerational family settlement, split usufruct, will, anticipated incapacity mandate or post-death mandate, review of life-insurance beneficiary clauses, formation of a wealth-holding civil partnership, Dutreil agreement.
Video conference and remote signature. In most files, signature can be arranged remotely by electronic power of attorney, with clients attending the appointment by secure video conference. For solemn deeds (gifts, off-plan sales), an authentic power of attorney received remotely under a qualified procedure is implemented within the regulatory framework. Some deeds still require physical presence (oath, authentic will). The office will tell you, on a case-by-case basis, which arrangement applies to your file.
Une préparation pensée pour vous accompagner pas à pas
Our method begins with listening, sometimes simply with a first phone call. The online questionnaire allows you, at your own pace, to gather the items we will need, without pressure and without needing to know everything from the outset.
Vous nous transmettez les premiers éléments
Family composition, summary estate, intentions outlined. No field is mandatory.
Vous joignez les pièces dont vous disposez
Family record, marriage contract if any, title deeds, securities and life-insurance contracts, recent tax assessment. You can defer what you do not have to hand.
Vous nous adressez votre dossier
Par courriel sécurisé. Un récapitulatif clair vous est restitué.
Nous prenons le relais
Initial analysis, civil and tax simulations, preparation of the consultation meeting.
Ce que nous allons aborder ensemble
The questionnaire for opening a wealth and estate assessment is designed to leave you all the time you need. It adapts to your family situation, the composition of your estate and any points of attention you wish to flag.
Les thèmes du questionnaire
- Identity and family situation
- Known family members, with the option to add others at your pace
- Existing testamentary provisions and earlier gifts
- Estate and accounts
- Liabilities and debts
- Points of attention and family considerations
Ce que vous apporte la démarche
Un parcours adaptatif, qui ne vous interroge que sur ce qui vous concerne, et qui vous laisse, à chaque étape, la possibilité de cocher « je fournis plus tard » pour les pièces que vous n’avez pas sous la main.
À la fin du parcours, vous disposez d’un récapitulatif clair de tout ce que vous nous avez confié, et d’un envoi sécurisé à l’étude en un seul geste.
Request an assessment meeting
Quelques minutes suffisent pour démarrer. Vous pouvez revenir et compléter votre dossier à tout moment.
Démarrer mon questionnaireNotre cadre de travail
Confidentialité absolue
Le secret professionnel notarial s’impose à l’ensemble de l’étude. Vos données ne sont consultées qu’aux fins de votre dossier et conservées avec le plus grand soin.
Accompagnement personnalisé
Chaque dossier est confié à un interlocuteur identifié, joignable et réactif, du premier contact à la signature, et au-delà.
Rigueur et clarté
Une explication intelligible de chaque étape, des chiffrages présentés sans détour et des pièces vérifiées une à une.
Vous n’avez pas le temps ou ne souhaitez pas compléter votre dossier en ligne ?
Pas d’inquiétude. Nous serons ravies d’ouvrir le dossier avec vous, à l’étude, en visioconférence ou par téléphone. Nous en profiterons pour vous poser les questions utiles et déterminer ensemble les documents à transmettre, à votre rythme et selon vos contraintes.
List of documents useful for a wealth and estate assessment
Téléchargez la liste pour la garder à portée de main.
