Notary — Estate settlement
The documents to gather from the heirs. Use it as is or adapt it: your team can still edit it.
Template Collect
6 documents. 2 participants.
| Document | Formats | Files | Check on upload | Status |
|---|---|---|---|---|
| Participant: Each heir | ||||
| ID document | PDF, JPG | 2 | Check: expiry | Required |
| Livret de famille (family record book) | PDF, JPG | multiple | — | Required |
| Participant: Lead heir | ||||
| Death certificate | 1 | — | Required | |
| Will or spousal gift (donation entre époux) | 1 | — | If applicable | |
| Account statements as of the date of death | multiple | Check: date | Required | |
| Title deeds | multiple | — | If applicable | |
Reminders stop once everything is in.
Day 3, gentle reminder“Your file is still missing 2 documents.”
Day 7, detailed reminderThe list of missing documents and the direct link.
Day 14, with deadlineThe deadline, clearly restated.
You, at any timeManual reminder, one by one or in bulk.
Recommended scenario: individual reminders for each heir.
This template, set up for you.
Book my demo We adapt it to your documents and rules during onboarding.