What does a notarial will cost?
A single will costs a 1.0 fee under KV 21200 (at least €60), calculated from the assets: at €50,000, it is €165; at €100,000, €273; at €300,000, €635. A joint will made by spouses is treated like a contract under KV 21100 and costs double the fee – the Bundesnotarkammer gives €90,000 in assets and €492 as an example.
Do I need to see a notary, or is a handwritten will enough?
A handwritten will is fully valid if the form is correct: § 2247 BGB requires a declaration that is written and signed entirely by hand. The most common mistake is writing the text on a computer and merely signing it – that is invalid, and statutory succession then applies. Three reasons in particular speak in favour of the notary: ownership of real property (because of § 35 GBO), complex family circumstances, and documented testamentary capacity, which makes later challenges more difficult.
Does a notarial will save me the Erbschein?
Usually yes, but not guaranteed – and many accounts leave out this difference. § 35 Abs. 1 GBO provides that it is sufficient for the Grundbuchamt if, instead of the Erbschein, the public document and the record of its opening are submitted. The Grundbuchamt, however, retains a discretion: if it does not consider the succession proven by this, it can still require the Erbschein – for instance where the wording is unclear or the substitute successions are nested. And banks are not bound by § 35 GBO; for accounts, some still require an Erbschein.
What is a Berlin will (Berliner Testament)?
A joint will made by spouses in which both appoint each other as sole heir and the children only inherit after the death of the surviving spouse. It is common and has two drawbacks that should be discussed beforehand. First, the dispositions are, as a rule, binding once the first spouse has died – the surviving spouse can then no longer freely change them, even if circumstances change completely. Second, disinherited children can already claim their compulsory portion when the first spouse dies, which can put the surviving spouse under pressure.
Can I exclude persons entitled to a compulsory portion?
From the inheritance, yes; from the compulsory portion, practically no. Children and spouses have a monetary claim against the heirs independent of the will. Deprivation of the compulsory portion (Pflichtteilsentziehung) is possible only under very narrow statutory conditions and is rarely successful in practice. What does exist, however, are arrangements: a waiver of the compulsory portion during your lifetime – which itself must be notarially recorded – or early gifts, for which, however, the ten-year rule under § 2325 BGB must be observed.
Where is the will kept?
The notary places it into official custody at the Amtsgericht (local court) and has it registered in the Central Register of Wills of the Bundesnotarkammer (Federal Chamber of Notaries). Together, both ensure that the will is found and opened on the testator’s death. This is more than a formality: a will kept at home can be lost or suppressed by someone who dislikes its content – and statutory succession then applies without anyone noticing.
Can I change a notarial will later?
A single will, at any time – you are not bound by it. This requires a new document with a new fee, or you can withdraw it from official custody, which causes it to lose its effect as a notarial will. It is different with a joint will and a contract of inheritance: there, reciprocal or contractual dispositions are, as a rule, binding after the death of the other party. Anyone who wants to retain flexibility must have this stated expressly in the document.
When should I have the will reviewed?
After every significant change in your life circumstances: marriage, divorce, the birth of a child or grandchild, the death of a beneficiary, the purchase or sale of real property, the acquisition or disposal of a business holding. A will reflects the point in time at which it was drawn up; a fifteen-year-old document can lead to results that no one would still have wanted – and then has a worse effect than none at all, because it displaces statutory succession.