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Inventory

In delicate moments such as probate, you can count on our specialized team to handle the process quickly and efficiently, always seeking the best solution for your family.

About

The inventory identifies all the assets of a deceased person. It is used to share out the assets (real estate, possessions, financial investments, etc.) among the heirs and successors of the deceased.

In order to initiate the probate process, it is necessary to hire a lawyer, who provides support and advice to the heirs in the regularization of the deceased's assets.

Services

  • Legal guidance and advice: providing legal guidance on inventory procedures, explaining the rights and obligations of the heirs and the executor.
  • Drafting petitions and documents: preparation of initial petitions, out-of-court inventory (where applicable), applications, declarations and other documents required for the inventory process.
  • Calculation and division of assets: evaluation and calculation of the deceased's assets, including real estate, bank accounts, investments, vehicles, debts and other assets and liabilities, in order to establish the appropriate division among the heirs.
  • Regularization and transfer of properties: carrying out the necessary procedures for the transfer of real estate and other assets to heirs, including registrations and notary entries.
  • Judicial inventory: representing and accompanying the heirs in the judicial inventory, including holding hearings, contesting any objections and defending the interests of the heirs.
  • Extrajudicial inventory: advising and representing heirs in out-of-court inventories, when possible, seeking to speed up and simplify the process by means of a public deed.
  • Dispute resolution: mediation and negotiation of conflicts between heirs, seeking amicable solutions and avoiding protracted litigation.
  • Payment of taxes and obligations: guidance on the taxes due on the inventory, such as the Causa Mortis Transfer Tax (ITCMD), and compliance with other tax obligations related to the process.
  • Analysis and contestation of wills: evaluating and contesting wills, when necessary, based on the law and the rights of legitimate heirs.
  • Succession planning: guidance and preparation of strategies for succession planning, in order to facilitate the inventory process and minimize possible future conflicts.

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Regional coverage of Monteiro & Valente Advocacia.

Monteiro & Valente Advogados also serves the cities of:

  • Francisco Morato, SP
  • Franco da Rocha, SP
  • Vázea Paulista, SP
  • Indaiatuba, SP
  • Salto, SP
  • Itupeva, SP
  • Campo Limpo Paulista, SP
  • Jacaré, SP
  • Cabreúva, SP
  • Pirapora do Bom Jesus, SP
  • Araçaiguama, SP
  • Bom Fim do Bom Jesus, SP
  • Vigoreli, SP
  • Cajamar, SP
  • Louveira, SP
  • Vinhedo, SP
  • Itatiba, SP
  • Jarinu, SP
  • Atibaia, SP
  • Valinhos, SP

In the city of Jundiaí, SP, talk to lawyers closest to the neighborhoods:

  • Municipal Village
  • Tulips
  • Tarumã
  • Cecap
  • Jundiaí Mirim
  • St. John's Bridge
  • Eloy Chaves
  • Medeiros
  • Fattening
  • Cologne
  • Santa Gertrudes
  • Vila Liberdade
  • Gramadão
  • Jardim Luciana
  • Horto Santo Antonio
  • Vila Guarini
  • Vila Rio Branco
  • Jardim Carlos Gomes
  • Vila Mafalda
  • Jardim California
  • Blue Valley II
  • Caxambu
  • Jardim Tamoio
  • Vila Progresso
  • Vila Rami
  • Jardim Búfalo
  • Anhangabaú
  • Vila Isabel Eber
  • Vila Campo Sales
  • Jundiaí Center
  • Portal das Paineiras
  • Jardim Pacaembu
  • Vila Arens
  • Vila Vianelo
  • Retreat
  • Vila Maringá
  • Hortolândia
  • Fazenda Grande

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ADDRESS


RUA CRUZ E SOUZA, 352

FREEDOM VILLAGE

JUNDIAÍ-SP

ZIP CODE: 13215-200