Navigating inheritance procedures in a foreign country can feel overwhelming, especially when real estate is involved. In this episode, we unpack the very first step families must take when someone passes away owning property in Portugal.

The Portuguese succession process has specific legal requirements, and understanding them early can prevent delays, disputes, and costly mistakes.

🔎 In This Episode, You’ll Learn:

1️⃣ Why the Will Certificate Matters

The process begins with requesting the will certificate from the IRN (Instituto dos Registos e do Notariado).

This crucial document confirms:

• Whether a Portuguese will exists

• Whether there are any testamentary dispositions affecting the estate

• Which succession rules must apply

2️⃣ When “Habilitação de Herdeiros” Is Required

If a will exists—or if one does not—the certificate helps determine whether the heirs must initiate the habilitação de herdeiros procedure, the formal process of identifying and recognizing the legal heirs.

3️⃣ Why This First Step Is Essential

Obtaining the will certificate sets the legal foundation for:

• Confirming heirs

• Completing inheritance tax obligations

• Proceeding with property registration

• Ensuring the estate transfer complies with Portuguese law

This episode provides a simple, practical explanation of the first step families and advisors must take when dealing with Portuguese estate matters—especially for foreigners or those with cross-border assets.