Study and Advisory Centre
Inheritance law and international taxation of successions
Specialised advice and support in the planning and settlement of cross-border and Balearic inheritances
About Us
Knowledge and experience in providing legal advice
HEREDITAS LEGAL is an advisory and research centre specialising in inheritance law and taxation for the planning and administration of cross-border and Balearic inheritances.
Centre for research and public outreach
We organise conferences with renowned speakers, publish content, and collaborate with the media.
Legal and tax advice
We collaborate with internationally recognised lawyers and tax advisors to design the most suitable estate-planning strategy for each client
"Understanding what is happening, what may happen, and the legal and tax implications of each decision is key to approaching this challenging stage with peace of mind."
Specialization
Areas of practice
We provide comprehensive advice across all aspects of inheritance law and the taxation.
Last wills and testaments
Drafting and advice on wills tailored to your family and financial circumstances.
Intestate succession
Settlement of intestate succession under the applicable law.
Succession agreements (lifetime estate planning)
Distinctive Balearic civil-law instruments for estate planning.
Taxation
Tax planning to minimize the tax impact of inheritance transfers.
International succession
Multi-jurisdictional coordination for succession with cross-border elements.
Executors and estate partitioner
We offer our expertise as executors and estate partitiones
Methodology
How we work
A structured process that combines technical rigour with personalised attention.
01
Taxation
A tailored assessment of your family, assets, and cross-border circumstances
02
Structuring
A laibe inheritance strategy and tax strategy aligned with your wishes
03
Execution
Drafting and formalization, with notarial and registry coordination
04
Support
Ongoing monitoring and updates in response to family or regulatory changes
Why choose us
A commitment to excellence and clarity
Our approach combines technical expertise with transparent communication, so you can make informed decisions with complete confidence
- Legal certainty and a preventive approach
- Rigorous, clear information to help you choose between real-world options
- Tax optimization with substanciated knowledge and transparency
- Renowned and highly specialized professionals.
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A trusted international network for cross-border matters.
We plan your succession with full legal certainty
Tell us about your situation and we’ll propose a tailored plan with the appropriate professionals
