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    Attest Erfopvolging Intake

    5

    Streamline inheritance intakes, heirship verification, and bank deblocking for Belgian notary offices.

    $7

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    attest-erfopvolging-intake

    attest-erfopvolging-intake

    Example session with this skill installed

    De cliënt is gisteren overleden. Er zijn 2 kinderen en een langstlevende echtgenoot. Er is een huwelijkscontract met keuzebeding, maar geen testament. We moeten de banken (Belfius en ING) verwittigen.

    • Read your context and instructions
    • Compiled the attest-erfopvolging-intake

    Route: Notariële Akte vereist (wegens huwelijkscontract).

    Acties

    1. Notificaties (fiscale/sociale schulden) opgestart voor alle erfgenamen.
    2. Leefgeld: Echtgenoot heeft recht op max. 50% van saldi (plafond €5.000).
    3. Conceptbrieven voor Belfius & ING gegenereerd.
    4. Info-fiche aanvaarding klaargezet.

    Connects securely to your tools. The creator never sees your data.

    About this skill

    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.

    Built by Nex AI. More skills and info at nex-ai.be and slopsome.com.

    Find more skills like this on the Claude Skills Marketplace, the Codex Skills Marketplace and the Gemini Skills Marketplace, or browse Claude Skills for Finance & Accounting.

    • Restricted to Belgian civil law
    • Does not file fiscal declarations (successieaangifte)
    • Requires manual verification of CRT and CRH lookup results

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    How to use

    1. 1

      Connect your agent to the Agensi MCP

      Copy the prompt and paste it into Claude, ChatGPT, Cursor or any agent that supports MCP. It sets up the connection for you. Manual setup

    2. 2

      Sign in to Agensi

      Your agent shows a sign-in link. Sign in and click Allow.

    3. 3

      Ask for what you need

      Your agent loads this skill and uses it on your task. It always asks before buying a skill.

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    Listed5 months ago
    Updated3 months ago

    What's inside

    Frequently Asked Questions

    This skill automates the intake process for Belgian inheritance files by applying legal logic to determine if a simple Certificate or a Notarial Act is required, while managing mandatory fiscal debt checks and 'leefgeld' calculations.

    The skill is compatible with major AI agents that support text-based workflows and is designed to integrate into standard Belgian notary office document management systems via API or manual input.

    You receive the specialized inheritance workflow logic, standardized intake questionnaires, bank notification templates, and a setup guide to integrate the skill into your existing AI workspace.

    The skill is regularly updated to reflect changes in Belgian civil law, such as adjustments to 'leefgeld' (living money) ceilings or changes in the mandatory fiscal notification (Art. 12) procedures.

    Setup is straightforward: once purchased, you can import the skill into your designated AI agent environment, where it is pre-configured with Belgian notary-specific decision trees and legal logic.

    While it provides advanced legal logic and drafts, the skill is intended as an assistant for notary professionals; all final documents and legal filings must be reviewed and authorized by a qualified notary.

    New in Finance & Accounting