Steps when opening a will
Notification of heirs
When a person dies and leaves a will, it is essential that all heirs are informed in good time and formally. In Germany, the probate court performs this task. The probate court is the competent authority that regulates the entire process and ensures that all legal requirements are met.
The court is required by law to notify heirs of their status as heirs within a certain period of time. As soon as the will has been received by the probate court, the heirs are usually informed in writing promptly, often within a few weeks. This communication usually contains important information, such as a reference to the existence of a will and details of the further procedure for opening it.
Proper notification is essential for a number of reasons:
- It ensures that heirs are aware of their rights, such as the right to accept or reject the inheritance.
- It gives heirs the opportunity to challenge the will if they have any doubts as to its validity or fairness.
- It enables heirs to prepare for possible legal or financial obligations that could result from the inheritance.
Failure or delay in notifying the heirs may result in legal disputes or a significant delay in inheritance proceedings. For this reason, the probate court performs this task with particular emphasis.
Scheduling for the opening of a will
As soon as the probate court or a notary's office has been informed of the existence of a will, it must be made to arrange an appointment for the opening. After the court or notary office has verified the authenticity of the will and informed all relevant persons, a date is set for the opening of the will.
The timeline until this meeting may vary, but the scheduling usually takes place relatively promptly after the heirs have been notified. The date is often set within a few weeks — depending on the workload of the court and the complexity of the estate.
Typical participants in the will opening session include:
- the heirs named in the will,
- all beneficiaries who have received specific legacies,
- executor, if one has been appointed
- as well as other stakeholders such as creditors or parties involved in legal disputes.
As a rule, personal presence is important, but participants who cannot appear in person can also be represented by legal counsel.
Opening and reading of the will
In Germany, the “reading” of a will is far less dramatic than you know from films. Rather, the process is formal and orderly. There is no big meeting where a will is read aloud. Instead, the will is usually reviewed and processed either by the probate court or by the notary's office — depending on individual circumstances.
After the will has been officially opened, the heirs are informed of its content. This is done in two ways:
- Either the probate court or the notary office will inform the heirs in writing of the details of the will.
- Or a formal date is set at which the contents of the will are disclosed.
Regardless of the procedure, the heirs and all other beneficiaries are informed of their claims and roles in the event of an inheritance. This disclosure is of central importance because it makes heirs aware of their rights and obligations — such as the decision to accept or reject the inheritance. From this point on, all necessary legal steps will also be initiated, including estate administration and the distribution of assets.