Successie Overzicht

Streamline Inheritance Dossiers for Notarial Professionals

This skill automates the initial structuring of inheritance dossiers (successie-overzicht) for notary offices and legal professionals. It transforms fragmented estate data—family records, bank statements, property values, and wills—into a coherent, professional overview ready for notary verification.

What it does

The skill processes raw case files to generate three core components: a devolution proposal (who inherits what shares), a detailed statement of assets and liabilities (actief/passief), and a strategic roadmap for the declaration of inheritance including legal deadlines.

• Devolution Logic: Maps out legal heirs and testamentary deviations, including usufruct (vruchtgebruik) and bare ownership (blote eigendom).
• Asset Management: Categorizes movable/immovable assets and liabilities, flagging items requiring official valuation.
• Compliance Roadmap: Calculates critical filing deadlines (e.g., the 4-month Belgian rule) and identifies missing CRT/CRH searches.
• Due Diligence: Automatically generates a Q&A list for heirs to resolve data gaps.

Why use this skill?

Instead of manually auditing folders and spreadsheets, developers can use this skill to provide legal staff with an immediate "first draft" of the estate. It reduces administrative overhead while ensuring that specific legal nuances, like insurance clauses and reservation checks, are never overlooked.

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