The importance of the estate inventory

• The estate inventory makes it possible to draw up an exhaustive list of the deceased's assets. It is essential to:
• Ensure a fair distribution between the heirs.
• Facilitate the transfer of assets and their sharing.
• Comply with tax obligations (avoid the 5% flat-rate tax for the tax return and payment of inheritance tax).
• Prevent conflicts between heirs and stakeholders: An estate inventory is an official and authentic legal act in which the court commissioner participates, in his capacity as a public and ministerial officer, who guarantees the conformity of the procedure, the accuracy of the information and transparency towards all heirs and competent authorities.

The steps to carry out an estate inventory in Paris

• Make an appointment: The inventory can be requested by a notary, the heirs or a representative to the person: As a court commissioner in Paris, we can intervene at your request to participate in the estate inventory in compliance with legal rules.
• Inventory of Assets: The inventory begins with the inventory of all the deceased's assets and their description: movable property (furniture, furnishings, works of art, jewelry, etc.), vehicles and sometimes even intangible assets (licenses, brands, etc.). Each asset is carefully described to ensure perfect traceability.
• Assessment of Assets (the appraisal): A precise and impartial appraisal of all these inventoried assets is carried out: the appraisal As judicial commissioners formerly judicial auctioneers, we are trained, qualified and have acquired professional experience to carry out the appraisal of all types of movable, precious or rare objects while guaranteeing fair and transparent estimates.
• Drafting of the Official Inventory: After having listed and appraised all the assets, an official document is drawn up by the notary in charge of the estate. This document is signed by the notary, the judicial commissioner and the heirs. It is a key part of the estate management, the division of assets and the payment of inheritance tax at the fair value of the assets.
• Transmission to Heirs and Competent Authorities: The inventory is given to the heirs in order to guarantee transparent management of the estate. It is also used to calculate inheritance tax at the fair value of the assets and to transfer the assets.

Why choose a Judicial Commissioner, formerly a Judicial Auctioneer for your estate inventory in Paris?

• Professional expertise: Our team of judicial commissioners in Paris specializes in estate inventory and asset valuation. We intervene with rigor and impartiality to guarantee fair estimates and transparent management. Our valuations are carried out according to the standards in force and are in line with the expectations of notaries and tax authorities
• Legal and tax compliance: we ensure that the inventory complies with all legal and tax obligations, to avoid any dispute or litigation.
• Tailor-made support: Whether you are an individual, a notary or a personal representative, we offer you a personalized service adapted to your needs, for the inventory, estimation and sale of estate assets, including real estate in collaboration with our real estate partner

Contact us to obtain a quote or request an estimate