Knowledge · To take with you
Preparation sheet.
Fill in calmly what you already know — and take a printable sheet into the first conversation. Nothing is sent.
Preparation sheet
Property in the estate
Calmly gather what matters — you receive an ordered overview to print or copy. No account, no sign-up.
You decide what you share, and when.
1 · About you
2 · The property
3 · Those involved and heirs
4 · Your wish
5 · Documents already available
Multiple choice. Whatever is missing can be added later, calmly.
Your entries stay on your device; nothing is passed on to third parties. Please enter other people’s names with care.
The printable preparation sheet needs JavaScript. You can also copy the fields by hand and bring them to the conversation.
Property in the estate — preparation sheet
To prepare the first conversation
1 · About you
- Your name
- Your role (for example co-heir)
- Relation to the deceased or to the property
2 · The property
- Address or location
- Type (house, flat, plot)
- Rough idea of value (€)
- Condition or particulars
3 · Those involved and heirs
- Who is involved? (names, one per line)
- How is the mood between everyone?
4 · Your wish
- What would you like to achieve?
5 · Documents already available
- Death certificate
- Will or inheritance contract
- Certificate of inheritance
- Land register extract
- Valuation report
- Account or contract documents
This sheet prepares a personal conversation and does not replace legal or tax advice.
Created on your device. Nothing is sent and nothing is stored; simply bring the sheet to the conversation.
In the background, software operated in Germany (“Mathilde”) lends support. It makes no decisions; a person always remains responsible.
This sheet prepares a personal conversation and does not replace legal or tax advice. In the background, software operated in Germany (“Mathilde”) lends support. It makes no decisions; a person always remains responsible.
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