To manage an inheritance in Poland: identify the applicable law (EU Regulation 650/2012 for cross-border cases), gather death certificates, last wills, apostilles, and translations, determine the competent notary or court, pay taxes in each jurisdiction, and formalize the estate distribution and registration. Below you’ll find step-by-step guidance, a document/deadline table, and FAQ.
If you’re wondering “How do I manage an inheritance in Poland?”, follow these steps and check the quick reference table below.
Index of contents
Steps
Applicable law and will:
Determine the deceased’s habitual residence and, if applicable, EU Regulation 650/2012. Review the will and professio iuris.
Documentation:
Death certificates, last wills, inventory, apostille and sworn translations depending on the country.
Notary and representation:
Competent notary in Poland or abroad; powers of attorney if managed remotely.
Fiscal obligations:
Inheritance tax (Poland), possible capital gains on property in other countries, taxes in the other jurisdiction, and double taxation agreements.
Allocation and registration:
Notarial deed of acceptance/division and registration in relevant property and civil registers.
Documents and deadlines
| Document | Issuer | Country | Apostille/Translation? | Estimated timeframe | Approx. cost |
|---|---|---|---|---|---|
| Death certificate | Civil Registry | Country of death | Yes, if foreign | 3–10 days | 10–30 € |
| Last wills / Testament | Notary / RGAUV | Poland / foreign | Apostille + translation if required | 3–15 days | 20–60 € |
| Inventory of assets | Relevant authorities / registries | Each country | According to document | 1–4 weeks | — |
| Hague Apostille | Competent authority | Issuing country | — | 1–10 days | 20–60 € |
| Sworn translation | Certified translator | — | — | 2–7 days | 0.08–0.15 €/word |
| Deed of acceptance/division | Notary | Poland / abroad | As annexes | 1–3 weeks | 300–1,200 € |
Taxes
- Poland: inheritance tax depends on relationship and value of assets.
- Other countries: local inheritance/succession taxes according to the deceased’s or heirs’ residency.
- Double taxation: check treaties and exemption rules.
Sources: Polish Tax Authority, BOE, EU Regulation 650/2012
Allocation and registration
- Notarial deed of acceptance/division with inventory and allocations.
- Registration in Poland and foreign property registries.
- Remote representation: powers of attorney and legalization if necessary.
Frequently Asked Questions
How to manage an inheritance in Poland?
Identify applicable law (EU 650/2012), gather certificates, apostille and translate, determine the notary, pay taxes in each jurisdiction, and formalize the allocation and registration. See steps and document/deadline table above.
How to manage an inheritance in Monaco?
Follow these steps: applicable law → documents (CSE, apostille, translations) → notary/representation → taxes (Poland and foreign country) → deed and registration.
What documents do I need (CSE, apostille, translations)?
Death certificates, last wills, inventory, apostille, and sworn translations if documents are foreign.
Where do I pay taxes if assets are in two countries?
In Poland (inheritance tax) and in the country where the asset/deceased is located, respecting treaties.
Can I manage everything remotely?
Yes, using notarial powers and legalizations. Competent notaries generally accept representation.
Conclusion
If you are still unsure how to manage an inheritance in Poland?, the safest approach is to seek professional advice. Grupo Hereda offers expert guidance to handle all procedures efficiently and legally, ensuring compliance with both Polish and foreign inheritance laws
Legal References
Grupo Hereda
Grupo Hereda is a law firm specialized in international and national inheritances, with more than 25 years of experience handling complex succession cases.
We assist with inheritances in Poland involving heirs in Spain, as well as inheritances in Spain with beneficiaries residing in Poland or other countries.
Our legal team coordinates every phase of the process from obtaining certificates and apostilles to settling taxes and registering assets in the corresponding registries.
If you’re unsure how to manage an inheritance in Poland Grupo Hereda guides you step by step, offering comprehensive legal advice and remote representation.
We also manage all types of international and national inheritances, ensuring legal security and time efficiency.
💬 Free Consultation:
If you are facing a complex inheritance or don’t know where to start, don’t give up your rights.
Contact us, and we will find a personalized solution for your case.
📞 Call us: (+34) 915 487 550
📧 Email: info@grupohereda.com
🌍 We operate throughout Spain and handle international inheritances across Europe and beyond the EU.
