Accounting

Sectors

Accounting

Disinheritance

Disinheritance means that a disinherited person will not inherit from you and what’s more will not have right to legitimate portion from you after your death. There are several premises for disinheritance – generally speaking your heirs have to treat you reprehensively. You may disinherit your heirs only in the last will (testament).    

If you are a disinherit person and you don’t agree with your disinheritance – you believe that you have been unfairly disinherited and the premises not been met, you can assert your rights by filling a claim for a legitimate portion.    

Legal advice — disinheritance in Poland  

We will answer your questions, explain the premises for disinheritance and indicate what actions should be taken to disinherit an heir in Poland. We would be happy to assist you in drawing up a last will (testament). We will also explain how to prove that there are no premises to disinherit you and how to obtain a legitimate portion after the deceased - at a meeting arranged at a time convenient for the client, as well as during a telephone or online conversation.    

Legal opinions — disinheritance in Poland  

After analyzing the facts presented by the client, we will assess whether the premises for disinheritance are met, present and describe the next stages of the procedure regarding disinheritance or legitimate portion, actions necessary to take and a list of documents to be gathered. We will help you in drawing up a last will (testament) and calculate the amount of legitimate portion.  

Disinheritance before a notary public in Poland  

We will explain the advantages of drawing up a last will before a notary public and assess whether it is possible to disinherit a heir. Our lawyers would be happy to assist you in activities before a notary public and verify documentation.    

Disinheritance proceedings before the court in Poland  

If you don’t agree with your disinheritance you may file to the court a claim against a heirs for a legitimate portion. During this court proceeding you will have opportunity to prove that there are no premises for disinheritance. We provide comprehensive legal services, ranging from jointly calculate the amount of legitimate portion, preparing and submitting an appropriate pleading, through participation in hearings, to the final conclusion of the proceedings regarding legitimate portion in Poland. We would help you also with the inheritance tax proceeding before the Tax Office in Poland.    

Occasional disinheritance legal assistance 

We prepare petitions, replies to the petition, pleadings, evidence motions and appeals.   

Selected services:

  • Disinheritance strategy 
  • Disinheritance advisory
  • Disinheritance planning
  • Disinheritance in the last will (testament)
  • Disinheritance before a notary public 
  • Disinheritance clause drafting 
  • Change of disinheritance clause
  • Questioning disinheritance

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Experts in this field:

Martyna Wilkoszarska

Expert

Martyna Wilkoszarska

Attorney at Law, Partner

Martyna Wilkoszarska