Joint Survivorship Deed Template for Germany

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Key Requirements PROMPT example:

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."

Document background
The Joint Survivorship Deed is a crucial estate planning tool under German law, typically used by married couples who wish to ensure their property passes smoothly to the surviving spouse and then to agreed-upon beneficiaries. This document type is particularly relevant when couples own substantial assets, have complex family situations, or hold international property. The Joint Survivorship Deed must be carefully drafted to comply with German Civil Code requirements and often requires notarization. It includes detailed provisions about property disposition, mutual inheritance rights, and subsequent inheritance arrangements. The binding nature of this document makes it essential for couples to carefully consider their long-term plans, as modifications generally require both spouses' consent while living. For international couples or those with assets abroad, the deed must also account for EU succession regulations and potential cross-border implications.
Suggested Sections

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

Optional Sections

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

Suggested Schedules

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

Alex Denne

Head of Growth (Open Source Law) @ Genie AI | 3 x UCL-Certified in Contract Law & Drafting | 4+ Years Managing 1M+ Legal Documents | Serial Founder & Legal AI Author

Relevant legal definitions
Relevant Industries

Legal Services

Real Estate

Banking and Financial Services

Insurance

Wealth Management

Professional Services

Public Administration

Private Banking

Estate Management

Property Development

Relevant Teams

Legal

Estate Planning

Wealth Management

Private Client Services

Real Estate

Tax Advisory

International Legal Affairs

Document Management

Succession Planning

Property Administration

Relevant Roles

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

Industries
Teams

Employer, Employee, Start Date, Job Title, Department, Location, Probationary Period, Notice Period, Salary, Overtime, Vacation Pay, Statutory Holidays, Benefits, Bonus, Expenses, Working Hours, Rest Breaks,  Leaves of Absence, Confidentiality, Intellectual Property, Non-Solicitation, Non-Competition, Code of Conduct, Termination,  Severance Pay, Governing Law, Entire Agreemen

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