Documentation

This page contains more than fifty useful documents for the declaration of succession. By delegating Agenzia delle Successioni, the heirs will save time and avoid lengthy and cumbersome procedures.

Managing an inheritance succession requires a considerable amount of documentation and an in-depth knowledge of administrative and legal procedures. Among the most complex steps is precisely the collection of death, registry, or cadastral certificates, which are essential for the proper completion of any inheritance procedure. These succession documents certify, for instance, the personal details of the deceased (de cuius), the family status at the time of death, the residence, any real estate ownership, and, in some cases, the existence of a will or a renunciation of inheritance.

Agenzia delle Successioni offers heirs the opportunity to delegate the collection and production of documents required to initiate the succession procedure and to gain possession of the estate of the deceased.

Operating in several countries, Agenzia delle Successioni can request certificates, deeds, cadastral extracts, and other records related to Italy — whether patrimonial or hereditary — regardless of whether the individual is an Italian resident or citizen.

Avoid long queues and delegate Agenzia delle Successioni!

You can easily reach the desired section by clicking below:

• List of succession documents
• How to request documentation
• Processing time for obtaining documents
• Costs for documentation

____________________

• List of Revenue Agency forms
• How to request documents from the Revenue Agency
• Processing time for obtaining certificates from the Revenue Agency
• Costs for requests to the Revenue Agency

____________________

• The importance of delegating the collection of inheritance documents

List of succession documents

Below is the list of documents that can be requested. Click on the desired document to submit your request and follow the instructions:

• Certificate of marriage registration
• Certificate of birth registration
• Certificate of civil union
• Certificate of citizenship
• Certificate of cohabitation agreement
• Certificate of proof of life
• Death certificate
• Certificate of residence
• AIRE residence certificate
• Certificate of residence in cohabitation
• Certificate of civil status
• Certificate of family status
• AIRE family status certificate
• Certificate of family status with family relationships
• Certificate of single status
• Certificate of last residence
• Extract of marriage certificate
• Extract of death certificate
• Judgment of separation/divorce
• Copy of tax code
• Copy of will
• Copy of identity document
• Full copy of death record
• Cadastral search
• Deed of ownership
• Bank balance and current account report
• Debt analysis with banks and financial institutions
• Pending matters with the Revenue Agency and Collection Agency
• Renunciation of inheritance

Each requested document is issued in compliance with current regulations, ensuring legal validity and authenticity for the purpose for which the heir is requesting it.

How to request documentation

• Download the attachments at the bottom of the page (authorization + privacy form);
• Fill them out and send them to segreteria@agenziadellesuccessioni.it;
  1. Attach the identity documents and tax codes of both the heir and the deceased (de cuius).

Processing time for obtaining documents

The processing begins immediately — within 24 hours of accepting the quotation (which will be sent in advance by email). Generally, documents are obtained by the client within five days from the request.
Processing time may vary depending on the number of requested certificates and the issuing authority.

Costs for documentation

The procedure is quite straightforward. Once Agenzia delle Successioni receives the duly completed authorization, it will analyze the document(s) requested by the heir and provide a quotation within one business day.

The costs are therefore not fixed, as they depend on the type and purpose of the requested documents.
In any case, every cost is determined and agreed upon in advance.

List of Revenue Agency forms

Below is the free documentation provided by the Agenzia delle Entrate (Italian Revenue Agency) for citizens.
To download a form for free, simply click on the relevant line and follow the instructions.

The documentation listed below may be required or mandatory in certain specific cases of succession declaration. Here are the freely downloadable forms:

• Communication of heirs’ data
• Substitute declaration of affidavit – certified true copy and autocertified
• Substitute declaration of certification
• Request for communication of tax code for legal entities
• Application for the issue of Model 240
• Request for certificate of registration in the tax register
• Request for certificate of tax residence
• Request for copy of tax return
• Request for tax relief “first home” benefit for inherited property
• Request for authorization to cancel a mortgage
• Request for payment extension of inheritance tax
• Request for self-protection procedure
• Request for refund of registration/mortgage/cadastral taxes
• Request for suspension of collection

Note: You must print, in addition to the desired form, the privacy policy on personal data processing (click to download), which must be submitted to the office when presenting the application.

How to submit a request to the Revenue Agency

After downloading the desired form and the privacy policy, it can be sent in one of the following ways:

• Via certified email (PEC)
• Via registered mail with return receipt
• Via protocol – in person
• By delegating Agenzia delle Successioni (write to segreteria@agenziadellesuccessioni.it)

Processing time for obtaining certificates from the Revenue Agency

Processing usually takes about ten working days.

It may be shorter or longer depending on the workload of the office in charge.

If the request is managed independently, Agenzia delle Successioni cannot intervene afterwards in any way. If, instead, the citizen or heir delegates Agenzia delle Successioni, it may act within the powers granted.

Costs for requests to the Revenue Agency

Each form, certificate, or application may have a cost related to the release of the copy itself, special duties (fees), or page reproduction.

Generally, payments — if made independently — are made using Form F23.

The importance of delegating the collection of inheritance documentation

To submit a declaration of succession, a citizen usually turns to a tax assistance center (CAF), a patronage office, a notary, a surveyor, or another professional.

However, each of these professionals or entities does not always take care of obtaining every single document, leaving the heir with a more or less extensive list of required papers.

Delegating Agenzia delle Successioni offers countless advantages for the heir, including:

• Less time spent — no need for appointments, queues, or parking issues;
• Economic savings — each document has a cost, and they are often issued by different offices (municipality, bank, land registry, notary, notarial archive), so obtaining the correct one on your own can be costly;
• Zero stress — by delegating Agenzia delle Successioni, you resolve everything efficiently, obtaining valid certificates and documents without delays or errors.

Agenzia delle Successioni can also handle only the document collection if needed.

The services it offers to heirs are numerous, including:

• Declaration of succession
• Inheritance division
• Donations
• Wills
• Documentation
• Inheritance consultancy