Internationale Nalatenschap Intake

    by Nex AI

    1

    Structure cross-border inheritance intakes with automated roadmaps, tax checks, and deadline tracking for notaries.

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    CClaude CodeCCursorCCodex CLIGGitHub CopilotGGemini CLIVVS CodeWWindsurf+15 more

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    You say

    De overledene is een Nederlander die 10 jaar in Frankrijk woonde. Hij heeft een huis in de Provence en een bankrekening in Nederland. Geen rechtskeuze in het testament. Maak een intake routekaart.

    Your agent does

    Routekaart: 1. Erfrecht: Vermoedelijk Frans recht (EU-Verordening: gewone verblijfplaats). 2. Fiscaal: Franse successierechten + Nederlandse aangifteplicht (indien van toepassing). 3. Termijnen: FR (6 mnd) vs NL (8 mnd). 4. Actie: Contact opnemen met Franse notaris voor de 'acte de notoriété'.

    What you get

    Identify applicable law and jurisdiction for cross-border estatesGenerate comparative deadline tables for multiple jurisdictionsDraft professional correspondence for foreign legal counsel in EnglishFlag potential double-taxation risks and international treaty gaps

    About this skill

    What it does

    This skill structures the intake process for international successions (cross-border inheritances). It helps notary professionals identify critical conflict-of-law issues, jurisdictional challenges, and tax implications from day one. By processing client data through the lens of the European Succession Regulation and international private law, it generates a comprehensive roadmap of "tracks" that need verification.

    How it works

    The skill analyzes the deceased's nationality, habitual residence, and global asset locations to produce a structured output. It doesn't just list facts; it creates a strategic plan covering applicable law, procedural competence, civil requirements per country, and fiscal traps like double taxation.

    Why use this skill

    Handling international estates is prone to high-stakes errors regarding deadlines and tax treaties. This skill ensures you never miss a foreign filing deadline or an apostille requirement. It's better than standard prompting because it follows a specialized legal framework that forces the AI to check for specific risks like contested habitual residence or the validity of third-country wills.

    The Output

    • Route map: Preliminary assessment of applicable law and jurisdiction.
    • Deadline Table: Comparative view of filing deadlines across all involved countries.
    • Apostille & Document List: Specific requirements for cross-border document validity.
    • Correspondence Drafts: Professional outreach templates for foreign legal counsel (confraters).

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

    How to install

    Drop the file into your AI Agent. Works with Claude, Cursor, ChatGPT, and 20+ more.

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    Creator

    Founder of Nex AI. I build production-grade Claude Skills from systems that actually run: multi-tenant SaaS, Telegram agents, Raspberry Pi infrastructure, 3D multiplayer rooms. Every skill ships battle-tested patterns, not theory. 33+ open source skills published, commercial catalog growing.

    Frequently Asked Questions

    Popular in Finance, Legal & Accounting