Consulting

Consulting with the Agenzia delle Successioni is the first essential step in understanding the possible actions that can be taken to defend or protect one's inheritance.

The goal of the consultation is to offer the user clear, qualified, and personalized guidance, allowing them to understand their legal position and evaluate possible solutions before taking any formal action.

They are also often requested during an inheritance dispute or after realizing an error or asset theft. Or even when a problem arises with new unknown heirs in Italy or abroad.

After completing the form on the website, the user will have the opportunity to describe their case. The most suitable specialized professional will then be assigned to provide the consultancy. The Agenzia delle Successioni also benefits from the external collaboration of inheritance lawyers, accountants, technicians, and other professionals to resolve issues with the support of innovative systems.

When necessary

The Agenzia delle Successioni's services are varied, and preventive consultations are not always necessary.

Preventive consultations are mainly requested when there are potential conflicts, conflicts, or anomalous situations. Among the most frequent cases where a specialized professional provides advice are:

• Inheritance defense advice
• Inheritance protection advice
• Financial knowledge, including credits and debts
• In-depth analysis of inheritance assets
• Knowledge of inherited assets management
• What to do to renounce an inheritance
• Advice on how to avoid inheritance theft
• Consulting on asset preparation
• Executor advice
• Assessment of the presence of wills
• Analysis of handwriting appraisals of wills
• How to challenge a will
• Late succession advice
• Advice on corrective successions
• Insurance presence assessment

In harmonious family situations, however, users often directly request assistance for a service. Among the main services offered:

• Declaration of succession
• Will services
• Lifetime donation services
• Inheritance divisions
• Document retrieval
• Inheritance Services

What happens after the consultation

Following the consultation, it may be necessary to start a service. In this case, the Agenzia delle Successioni will subsequently send a Phase-by-Phase Quote.

Please note that in similar cases, the cost of the consultation will be deducted from the cost of the service, if accepted.

The user can then analyze the phase-by-phase quote and choose whether to entrust the assignment for the entire service or for the individual phases selected.