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Joint Survivorship Deed
"Need a Joint Survivorship Deed by March 2025 for my wife and me, covering our property portfolio in Germany and Spain, plus succession arrangements for our family business in Munich with annual revenue of €5M."
1. Identification of Parties: Full legal names, addresses, and personal details of both parties making the joint will
2. Declaration of Mental Capacity: Statement confirming both parties are of sound mind and acting freely
3. Nature of Joint Will: Clear statement that this is a joint will (Gemeinschaftliches Testament) and explanation of its binding nature
4. Mutual Appointment: Declaration of mutual appointment of each spouse as sole heir of the first deceased spouse
5. Subsequent Inheritance: Provisions regarding inheritance after the death of the surviving spouse
6. Property Disposition: Details of how property will pass between spouses and to final heirs
7. Binding Effect: Statement regarding the binding nature of the deed and conditions for modification
8. Execution Requirements: Formal requirements for signing and witnessing under German law
1. Special Provisions for Business Assets: Used when one or both spouses own business interests that require special handling
2. International Assets: Required when the parties own property in other countries, addressing cross-border inheritance issues
3. Care of Minor Children: Included when the parties have minor children and wish to make guardianship provisions
4. Specific Bequests: Used when parties wish to make specific gifts to particular beneficiaries
5. Tax Planning Provisions: Included when specific tax optimization structures are needed
6. Care of Surviving Spouse: Special provisions for the care and support of the surviving spouse beyond basic inheritance
7. Disinheritance Provisions: Used when parties wish to explicitly exclude certain legal heirs
1. Schedule A - Property Inventory: Detailed list of all joint and individual property owned by the parties
2. Schedule B - Business Assets: Detailed description of business interests and special handling instructions
3. Schedule C - Special Bequests: List of specific items or amounts to be given to named beneficiaries
4. Appendix 1 - Family Tree: Document showing family relationships relevant to inheritance
5. Appendix 2 - Property Certificates: Copies of property titles and registration documents
6. Appendix 3 - Prior Wills: Copies of any previous wills being superseded by this deed
Authors
Joint Will (Gemeinschaftliches Testament)
Surviving Spouse (überlebender Ehegatte)
Final Heirs (Schlusserben)
Mutual Will (wechselbezügliche Verfügungen)
Property (Vermögen)
Separate Property (Sondervermögen)
Joint Property (Gemeinschaftliches Vermögen)
Real Property (Grundvermögen)
Movable Property (Bewegliches Vermögen)
Inheritance Share (Erbteil)
Succession (Erbfolge)
Binding Effect (Bindungswirkung)
Beneficiaries (Begünstigte)
Estate (Nachlass)
Business Assets (Betriebsvermögen)
Forced Share (Pflichtteil)
Prior Dispositions (Vorausvermächtnisse)
Effective Date (Wirksamkeitsdatum)
Revocation (Widerruf)
Land Registry (Grundbuch)
Notarial Deed (Notarielle Urkunde)
Specific Bequest (Vermächtnis)
Guardianship (Vormundschaft)
Disinheritance (Enterbung)
Property Disposition
Revocation Rights
Binding Effect
Surviving Spouse Rights
Final Inheritance
Asset Distribution
Specific Bequests
Business Succession
Real Estate Transfer
International Assets
Tax Provisions
Guardianship
Forced Share Rights
Marriage Dissolution
Execution Requirements
Amendment Procedures
Governing Law
Jurisdiction
Severability
Notarization
Land Registry
Inheritance Renunciation
Dispute Resolution
Interpretation
Compliance with EU Succession Regulation
Legal Services
Real Estate
Banking and Financial Services
Insurance
Wealth Management
Professional Services
Public Administration
Private Banking
Estate Management
Property Development
Legal
Estate Planning
Wealth Management
Private Client Services
Real Estate
Tax Advisory
International Legal Affairs
Document Management
Succession Planning
Property Administration
Estate Planning Attorney
Notary Public
Legal Counsel
Property Lawyer
Wealth Manager
Estate Administrator
Tax Advisor
Property Manager
Financial Planner
Legal Document Specialist
Private Client Advisor
Real Estate Attorney
Succession Planning Specialist
International Tax Consultant
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