Inheritance Settlement Agreement for Germany

Inheritance Settlement Agreement Template for Germany

A German law-governed Inheritance Settlement Agreement (Erbauseinandersetzungsvertrag) is a comprehensive legal document that formalizes the distribution of an inheritance among multiple heirs or beneficiaries. Governed by the German Civil Code (BGB), particularly Book 5 on inheritance law, this agreement details the complete division of the deceased's estate, including assets, liabilities, and specific arrangements for distribution. The document requires notarization under German law and includes provisions for tax implications, property transfers, and the settlement of any disputes between heirs. It serves as a binding legal instrument that provides certainty and finality to the inheritance distribution process.

Your data doesn't train Genie's AI

You keep IP ownership of your information

Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.

Download a Standard Template

4.6 / 5
4.8 / 5
Access for free
OR

Alternatively: Run an advanced review of an existing
Inheritance Settlement Agreement

Let Genie AI's market-leading legal AI identify missing terms, unusual language, compliance issues and more - in just seconds.
Upload your Doc

What is a Inheritance Settlement Agreement?

The Inheritance Settlement Agreement is a crucial document in German inheritance law, used when multiple heirs need to formalize the distribution of an estate. This agreement becomes particularly important in complex inheritance situations involving substantial assets, business interests, or potential disputes among heirs. The document must comply with the strict requirements of German inheritance law, including mandatory notarization and specific formal requirements under the German Civil Code (BGB). It typically comes into play after the death of an individual when the heirs need to agree on how to divide the inheritance, settle any outstanding claims, and manage tax implications. The agreement can address various assets including real estate, business interests, personal property, and financial assets, while also establishing clear responsibilities for estate liabilities. An Inheritance Settlement Agreement is especially valuable in preventing future disputes and providing a clear, legally binding framework for estate distribution.

What sections should be included in a Inheritance Settlement Agreement?

1. Parties: Identification of all heirs, beneficiaries, and other relevant parties to the agreement

2. Background (Vorbemerkung): Details of the deceased, date of death, applicable will or intestacy, and the reason for the settlement agreement

3. Definitions: Key terms used throughout the agreement, including specific asset categories and legal terminology

4. Declaration of Estate Composition: Comprehensive statement of all assets and liabilities comprising the inheritance estate

5. Distribution Agreement: Detailed arrangements for how the estate will be divided among the heirs

6. Warranty and Representations: Statements by all parties regarding complete disclosure of assets and claims

7. Settlement of Claims: Resolution of any existing disputes or claims between the parties

8. Tax Provisions: Arrangements regarding inheritance tax obligations and responsibilities

9. Final Provisions (Schlussbestimmungen): Legal formalities, applicable law, and jurisdiction statements

10. Execution: Signature blocks and notarization requirements

What sections are optional to include in a Inheritance Settlement Agreement?

1. Business Continuation: Required when the inheritance includes business assets - specifies arrangements for business succession or liquidation

2. Real Estate Transfer: Needed when real property is part of the inheritance - includes specific provisions for land registry requirements

3. Compensation Arrangements: Used when unequal distributions need to be balanced through compensation payments

4. Foreign Assets: Required when the estate includes assets in other jurisdictions

5. Pending Litigation: Necessary when there are ongoing legal proceedings related to the estate

6. Care Provisions: Required when the agreement includes arrangements for care of surviving dependents

7. Intellectual Property Rights: Needed when the estate includes patents, trademarks, or other IP rights

What schedules should be included in a Inheritance Settlement Agreement?

1. Schedule A - Estate Inventory: Detailed list of all assets including values and locations

2. Schedule B - Liabilities: Complete list of estate debts and obligations

3. Schedule C - Distribution Plan: Specific allocation of assets to each heir including values

4. Schedule D - Real Estate Documentation: Property details, land registry excerpts, and related documents

5. Schedule E - Business Assets: Details of business holdings, valuations, and relevant contracts

6. Appendix 1 - Death Certificate: Certified copy of the deceased's death certificate

7. Appendix 2 - Will or Inheritance Certificate: Copy of the last will or official inheritance certificate (Erbschein)

8. Appendix 3 - Valuation Reports: Professional valuations of significant assets

Authors

Alex Denne

Head of Growth (Open Source Law) @ Genie AI | 3 x UCL-Certified in Contract Law & Drafting | 4+ Years Managing 1M+ Legal Documents | Serial Founder & Legal AI Author

Jurisdiction

Germany

Publisher

Genie AI

Cost

Free to use
Relevant legal definitions
Relevant Industries

Legal Services

Financial Services

Real Estate

Private Banking

Wealth Management

Tax Advisory

Notary Services

Property Management

Business Succession

Family Office Services

Relevant Teams

Legal

Wealth Management

Private Client Services

Tax Advisory

Estate Planning

Property Management

Business Succession

Financial Advisory

Notarial Services

Asset Management

Relevant Roles

Legal Counsel

Estate Planning Attorney

Notary

Tax Advisor

Wealth Manager

Private Client Advisor

Property Manager

Business Succession Planner

Family Office Manager

Trust Officer

Estate Administrator

Probate Specialist

Asset Manager

Financial Advisor

Real Estate Attorney

Industries
Teams

Employer, Employee, Start Date, Job Title, Department, Location, Probationary Period, Notice Period, Salary, Overtime, Vacation Pay, Statutory Holidays, Benefits, Bonus, Expenses, Working Hours, Rest Breaks,  Leaves of Absence, Confidentiality, Intellectual Property, Non-Solicitation, Non-Competition, Code of Conduct, Termination,  Severance Pay, Governing Law, Entire Agreemen

Find the exact document you need

Trademark Infringement Settlement Agreement

A German law-governed agreement resolving trademark infringement disputes through mutually agreed settlement terms and conditions.

find out more

Employment Discrimination Settlement Agreement

A German law-governed agreement resolving employment discrimination claims between employer and employee, structured under the General Equal Treatment Act (AGG).

find out more

Debt Release Agreement

A German law-governed agreement (Erlassvertrag) where a creditor formally releases a debtor from their debt obligations, either partially or completely.

find out more

Court Settlement Agreement

A German court settlement agreement (gerichtlicher Vergleich) that formalizes a settlement reached during court proceedings, creating an enforceable title under German law.

find out more

Debt Settlement Contract

A German law agreement establishing terms for debt settlement between creditor and debtor under § 779 BGB.

find out more

Mutual Settlement Agreement

A German law-governed agreement (Vergleich) that documents the mutually agreed terms for settling disputes between parties, including releases and compensation terms.

find out more

Contract For Car Accident Payment

A German law-governed agreement establishing settlement terms and payment obligations following a vehicular accident.

find out more

Settlement Agreement Payment

A German law-governed agreement detailing settlement payment terms, conditions, and mutual releases to resolve disputes between parties.

find out more

Labor Settlement Agreement

A German law-compliant mutual agreement document that terminates an employment relationship, setting out termination terms, severance, and mutual obligations.

find out more

Tripartite Settlement Agreement

A German law-governed agreement that establishes settlement terms and mutual obligations between three parties, resolving disputes or complex transactions.

find out more

Mutual Divorce Settlement Agreement

A German law-governed agreement detailing divorce terms including property division, pension equalization, and maintenance arrangements between consenting spouses.

find out more

Monetary Settlement Agreement

A German law-governed agreement that formalizes monetary settlement terms between parties, including payment conditions and mutual releases.

find out more

Division Agreement

A German law-governed agreement that formally documents the separation of a company's assets, liabilities, and operations into multiple entities under the Umwandlungsgesetz.

find out more

Contract Settlement Agreement

A German law-governed agreement that formally resolves disputes between parties, detailing settlement terms and mutual obligations.

find out more

Compromise Agreement Payment

A German law-governed agreement documenting settlement terms and payment conditions for employment termination, including mandatory provisions under German employment law.

find out more

Binding Settlement Agreement

A German law settlement agreement that formally resolves disputes between parties, providing legally binding terms for dispute resolution and mutual obligations.

find out more

Mutual Consent Divorce Agreement

A German law-compliant agreement documenting mutually agreed terms of divorce between spouses, including asset division, pension adjustments, and maintenance arrangements.

find out more

Marriage Settlement Agreement

A notarized German law agreement (Ehevertrag) defining property rights and financial obligations between spouses during marriage and upon divorce.

find out more

Landlord Tenant Settlement Agreement

A German law-compliant settlement agreement between landlords and tenants for resolving tenancy disputes or terminating lease relationships under the BGB framework.

find out more

Inheritance Settlement Agreement

A German law-governed agreement that formally establishes the distribution of an inheritance among heirs, requiring notarization and compliance with German inheritance law.

find out more

Divorce Agreement

A legally binding agreement under German law that outlines all terms and conditions of a divorce settlement, including asset division, maintenance, and family arrangements.

find out more

Amicable Settlement Agreement

A German law-governed settlement agreement for resolving disputes through mutual concessions, regulated under BGB §779.

find out more

Small Claims Court Settlement Agreement

A German law settlement agreement for small claims court disputes (Amtsgericht) up to €5,000, documenting terms and creating an enforceable resolution between parties.

find out more

Marriage Agreement Settlement

A German-law governed marriage agreement (Ehevertrag) establishing property rights and financial obligations between spouses, requiring notarization.

find out more

Financial Agreement After Divorce

A notarized German law agreement establishing comprehensive financial arrangements between divorced spouses, including asset division, maintenance payments, and pension rights adjustments.

find out more

Reaffirmation Settlement Agreement

A German law agreement where a debtor formally reaffirms their commitment to pay a debt, typically in connection with insolvency proceedings.

find out more

Employee Settlement And Release Agreement

A German law-governed agreement that formalizes the mutual termination of employment, outlining separation terms and mutual releases between employer and employee.

find out more

Mutual Consent Divorce Settlement Agreement

A German law-compliant agreement documenting the terms and conditions of a mutual consent divorce, including property division and mandatory pension rights equalization.

find out more

Amended Marital Settlement Agreement

A German law-governed amendment to an existing marital settlement agreement, modifying terms related to property, financial obligations, or personal arrangements between spouses.

find out more

Post Divorce Settlement Agreement

A German law-governed agreement that finalizes financial and property arrangements between divorced spouses, establishing their post-divorce rights and obligations.

find out more

Divorce House Buyout Agreement

German law agreement for transferring matrimonial property ownership between divorcing spouses, including purchase terms and legal requirements for property transfer.

find out more

Confidential Settlement Agreement And Release

A German law settlement agreement that resolves disputes confidentially while providing mutual releases and ensuring compliance with German civil law and data protection requirements.

find out more

Severance Settlement Agreement

A German law-governed Severance Settlement Agreement (Aufhebungsvertrag) documenting mutual termination of employment and associated compensation terms.

find out more

Release Of Marital Agreement

A German law-governed agreement between spouses to mutually release marital rights and claims, requiring notarization and compliance with the BGB.

find out more

Settlement Agreement Between Employee And Employer

A German law-governed agreement that formally documents the mutual termination of employment, including severance terms and mutual releases between employer and employee.

find out more

Lien Settlement Agreement

A German law agreement outlining terms for settling and releasing a lien (Pfandrecht), including payment terms and release procedures.

find out more

Marital Property Settlement Agreement

A German law-governed agreement establishing property division between spouses, requiring notarization and compliance with the German Civil Code (BGB).

find out more

General Mutual Release

A German law-governed agreement where parties mutually release each other from all claims and obligations under German Civil Code provisions.

find out more

Full And Final Release Agreement

A German law-governed agreement that provides for the complete and final settlement of all claims between parties, ensuring legal finality under the German Civil Code.

find out more

Consultant Settlement Agreement

A German law-governed agreement that formalizes the termination of a consultancy relationship, settling all outstanding matters between the company and consultant.

find out more
See more related templates

Genie’s Security Promise

Genie is the safest place to draft. Here’s how we prioritise your privacy and security.

Your documents are private:

We do not train on your data; Genie’s AI improves independently

All data stored on Genie is private to your organisation

Your documents are protected:

Your documents are protected by ultra-secure 256-bit encryption

We are ISO27001 certified, so your data is secure

Organizational security:

You retain IP ownership of your documents and their information

You have full control over your data and who gets to see it

2 Docs LeftAccess Now