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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
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
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
Estate
Deceased
Date of Death
Heirs
Community of Heirs (Erbengemeinschaft)
Inheritance Certificate (Erbschein)
Last Will and Testament
Compulsory Portion (Pflichtteil)
Estate Assets
Estate Liabilities
Distribution Date
Estate Account
Real Property
Movable Property
Business Assets
Financial Assets
Inheritance Tax
Settlement Sum
Compensation Payment
Effective Date
Notarial Deed
Land Register (Grundbuch)
Commercial Register (Handelsregister)
Testamentary Disposition
Executor (Testamentsvollstrecker)
Estate Administrator (Nachlassverwalter)
Beneficiary
Share of Inheritance
Valuation Date
Distribution Plan
Settlement Statement
Encumbrances
Intellectual Property Rights
Third Party Claims
Recitals
Definitions
Estate Composition
Asset Distribution
Property Transfer
Business Succession
Payment Obligations
Tax Allocation
Discharge of Claims
Warranties and Representations
Dispute Resolution
Governing Law
Severability
Confidentiality
Further Assurance
Costs and Expenses
Notification Requirements
Amendment
Entire Agreement
Force Majeure
Assignment
Third Party Rights
Liability
Indemnification
Survival
Execution
Notarization
Legal Services
Financial Services
Real Estate
Private Banking
Wealth Management
Tax Advisory
Notary Services
Property Management
Business Succession
Family Office Services
Legal
Wealth Management
Private Client Services
Tax Advisory
Estate Planning
Property Management
Business Succession
Financial Advisory
Notarial Services
Asset Management
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
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