succession without notaire how to avoid the notary after a death

Summary:
A succession without a notary is only possible when the estate assets do not exceed 5,910 euros, with no real estate and no will involved. Get all the practical rules for smooth inheritance and obligation management.

For peace of mind, seek expert advice before acting: undervaluing an estate or failing the attestation can bring avoidable headaches.

Immediate answer
Succession without a notary is only valid if all assets total less than 5,910 euros, there is no property or testament, and no donation between spouses. In this case, heirs can resolve the estate with a simple sworn attestation accepted by the bank to unlock accounts. If any property, testament, or donation exists, a notary is required to validate inheritance and issue an official deed. Regulatory changes now cap bank fees and strongly protect heirs from errors and excessive costs.

Key criteria
The 5,910 euro threshold includes all movable property, accounts, and cash. Any real estate, regardless of its value, or a testament, demands legal intervention. Without a notary, heirs must jointly sign an attestation, supply all identity and relationship documents, and file the tax declaration if the estate size requires it.

Steps without a notary
For simple cases, you will only need a death certificate, proof of heirship, family record, and address confirmation. The bank validates documents before releasing funds. In case of conflict, a professional or judge becomes essential.

Role of the notary above the threshold
Any estate over 5,910 euros, or with real estate, must be managed by a notary who checks property titles, identifies heirs, confirms the absence of a will, and registers the inheritance deed. The cost is tightly regulated but may increase with complexity.

Risks and advice
Trying to settle without a notary can lead to missed assets, family quarrels, or costly corrections. Underestimating values or later discoveries of assets trigger long and expensive formalities.

Advice from Nicolas Immobilier agency in Massy, Palaiseau, Chilly-Mazarin
We advise a thorough valuation of the estate. In Massy, fast-rising property prices often exceed the notary-free threshold. Use our instant free valuation tool at https://nicolas-benoit-immobilier.fr/estimation-en-ligne to ensure compliance.

Explore the agency’s local expertise and services at https://nicolas-benoit-immobilier.fr. For home buying options in Massy, Palaiseau, Chilly-Mazarin, visit https://nicolas-benoit-immobilier.fr/acheter-un-bien.
Learn more about the team here: https://nicolas-benoit-immobilier.fr/agence-immobiliere-massy

The original article can be read at:
https://nicolas-benoit-immobilier.fr/actualite/succession-sans-notaire-quand-peut-on-eviter-le-notaire-apres-un-deces