Efficient Inheritance Intake for Notary Professionals

The attest-erfopvolging-intake skill is a specialized tool designed for Belgian notary employees to streamline the complex process of unblocking bank accounts and establishing legal heirship after a death. It eliminates the "back-and-forth" typical of inheritance files by ensuring a complete intake in a single pass.

What it does

• Decision Logic: Determines if a simple Certificate of Inheritance (Attest) via the tax office is sufficient or if a Notarial Act (Akte) is legally required based on marriage contracts, testaments, or incapable heirs.
• Comprehensive Questionnaires: Generates exhaustive lists for heirs, including CRT/CRH checks and family branch verification to prevent late-stage discovery of additional heirs.
• Statutory Debt Checks: Manages the mandatory fiscal and social notification procedure (schuldencheck), ensuring no funds are released before legal clearance.
• Bank Communication: Drafts customized letters to financial institutions and calculates maximum "living money" (leefgeld) for surviving spouses based on current legal ceilings.

Why use this skill?

Unlike generic AI prompting, this skill follows strict Belgian civil law protocols and notary-specific workflows. It ensures that sensitive topics—like tacit acceptance of an inheritance or the impact of personal debts on an heir's share—are handled with professional tact and legal accuracy.