I need to deal with an inheritance after the death of someone close

5 tasks in suggested order

1. Identify the competent notary based on the deceased person’s last domicile and start the procedure with the death certificate.

When?

After the death has been registered.

Where / who?

The Chamber of Notaries/territorially competent notary; territorial jurisdiction cannot be freely chosen in every case.

What to prepare?

Death certificate and proof of the deceased person’s last domicile.

What to check?

A notary who lacks territorial jurisdiction cannot always handle the inheritance procedure.

Official source: legislatie.just.ro

2. Prepare a complete list of real estate, accounts, vehicles, claims, contracts and debts.

When?

Before the notarial inheritance proceedings.

Where / who?

For the notary; obtain extracts from the relevant registers and institutions.

What to prepare?

Ownership documents, extracts, contracts, invoices, loan documents and details of the assets.

What to check?

An inheritance can include debts; do not assess only the assets.

Official source: ancpi.ro

3. Provide the documents proving family relationships, any will and the relevant declarations of all heirs.

When?

When requested by the notary and before the certificate is issued.

Where / who?

The competent notary.

What to prepare?

Birth/marriage certificates, identity documents, will and notarised powers of attorney if required.

What to check?

A dispute between heirs or a challenge to the will may require court proceedings.

Official source: legislatie.just.ro

4. Before making a final declaration, consider accepting or renouncing the inheritance and the effect of any debts, within the statutory succession period.

When?

Within the statutory period for exercising the succession option.

Where / who?

Notary; for a complex estate or complex debts, a lawyer.

What to prepare?

Estimated inventory, debt documents and information about the heirs.

What to check?

Acts of disposal may be interpreted as acceptance; ask for clarification before using estate assets.

Official source: legislatie.just.ro

5. After receiving the certificate of heir, register the inherited rights to real estate, vehicles, accounts and contracts.

When?

After the certificate is issued, within the deadlines that apply to each register.

Where / who?

OCPI/ANCPI, vehicle-registration authorities, banks, insurers and service providers.

What to prepare?

Certificate of heir, identity document and documents for the asset.

What to check?

The certificate does not automatically update all registers and private contracts.

Official source: ancpi.ro

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