In case of your death, your family will need to know what property you have and where it is.

Having the following information will help them and save worry and uncertainty. So, feel free to print this page and fill in the relevant information and keep it somewhere safe where your family can get to it easily. Alternatively, email me and I can send you a word version of it so you can personalise it.

Those information will be asked by the Notaire (to your heirs) The Notaire is, in France, the only person who deals with wills and inheritance. We don’t have trustee.

WILL, BIRTH, MARRIAGE CERTIFICATE, PASSPORTS ETC CAN BE FOUND:——————————————————————————————————————————————————————————————————————————————————————————————————————–

CONTACT DETAILS OF NOTAIRE: ———————————————————————————————————————————————————————————————————————————

DEEDS TO HOUSE/RENT/ MORGAGE INFORMATION CAN BE FOUND:————————————————————————————————————————————————————————————————————————————————————————————————————————

BANK ACCOUNTS (name, address and account number):——————————————————————————————————————————————————————————————————————————————————————————————————————————————————————————————————————————————————————————

PENSION/LIFE INSURANCE/INSURANCE POLICIES(name, address and account number):————————————————————————————————————————————————————————————————————————————————————————————————————————————————————————————————————————————-

SHARES HELD:———————————————————————————————————————————————————————————————————————————————————

OTHER PROPERTIES (holiday house, premium bonds, saving certificates, etc):————————————————————————————————————————————————————————————————————————————————————————————————————

TAX OFFICE INFORMATION: —————————————————————————————————————————————————————————————————————————————

NATIONAL INSURANCE/CPAM/RSI REFERENCE NUMBER: ————————————————————————————————————————————————————————————————-

ARRANGEMENTS FOR MY PETS: ———————————————————————————————————————————————————————————————————————————

OTHER RELEVANT INFORMATION:———————————————————————————————————————————————————————————————————————————————————————————————————————————————————————

Contact us !

In order to discuss and meet your need as best as possible, feel free to contact us with a mail, phone call... We can also schedule a meeting in one of our four agencies... Or directly to your home !