Private clients
Planning and organising the transfer of your assets
Preparing the transfer of your assets during your lifetime often reduces the tax burden and avoids difficulties between heirs. We help you see clearly.
Wealth planning means reviewing your situation, your objectives and your family, then choosing the appropriate tools: gifts, splitting of ownership (démembrement), change of matrimonial regime, protection of your spouse.
Every situation is different: we take the time to understand yours before proposing a strategy.
In practice, how it works
The stages of your file.
First meeting
We review your project and explain the stages, the timescales and what it involves.
Opening the file
A contact person is appointed and you receive the list of documents to gather.
Gathering the documents
We gather the necessary documents from you, the authorities and the other parties involved.
Drafting the deed
We prepare the deed and send it to you for review before the signing.
Signing and formalities
Signing at the firm or remotely, followed by publication and registration.
What to prepare
The documents to gather.
You will receive the exact list when your file is opened. Here are the main ones.
- Information on your family and marital situation
- List of your assets (property, financial, business)
- Life insurance policies and bank information
- Any previous deeds of gift or wills
The questions we are asked
Frequently asked questions.
Why plan the transfer of your assets in advance?
Planning ahead makes it possible to pass on assets in better conditions, often with more favourable taxation, and to prevent family disagreements.
From what level of assets is it worthwhile?
There is no threshold: organising your assets is worthwhile as soon as you wish to protect your spouse, help your family or prepare for the future with peace of mind.
Can existing arrangements be changed?
Yes, a wealth strategy adapts over the course of your life (birth, marriage, acquisition). Regular meetings allow it to evolve.
Two offices
Wealth planning: meet us.
Notaires in Grasse
28 Route de Cannes, 06130 Grasse
+33 4 93 70 97 55Access, opening hours and the office’s notairesNotaires in Antibes
15 avenue Robert Soleau, 06600 Antibes
+33 4 93 34 53 46Access, opening hours and the office’s notaires
A question about your situation?
The first meeting is used to understand your situation and to tell you clearly what is possible, what it involves and what it costs. With no obligation.