At Unicaja we are fully aware that processing an inheritance can involve a series of tedious formalities for the heirs. That is why we want to help you out by placing all the information on our Probate Management Counselling Service at your disposal.


The Probate Management Counselling Service is a service that makes it easier for you to recognise which documents and information are needed to manage and process an inheritance by assigning you a manager who can guide you through all the steps that must be followed until the process is completed with the change of ownership or disposal of the products subscribed from Unicaja by the deceased for whoever is entitled to them. The time in which this process is completed depends on the characteristics of each specific case*.

What must I do to manage the banking products included in an inheritance?

In order to facilitate the submission of the documents required for the file's probate management, you can submit all the required documents to process the file online. You must have previously signed the counselling and management application form in order to able to log in to the web space. All the documents will be processed at the Probate Service Centre, where a specialised team will be in charge of handling your probate formalities.

Submit documents online

Do you have any doubts?

 

The team of specialists is at your disposal to attend you and sort out any doubts you may have. You can contact them by e-mail at atenciontestamentarias@unicaja.es or call them on 951 293 000, without having to go to your branch.

Frequently Asked Questions about the Probate Management Counselling Service

Puede hacerlo presentando la documentación en la oficina o desde la web de Unicaja si previamente ha firmado la solitud de orientación y gestión.

Once the heirs have settled inheritance tax and accept the share-out of the estate.

This procedure can be requested by whoever can prove they are an heir and submits the deceased's death certificate.

Any person who has proven they are an heir can request information about the deceased's positions at Unicaja and request the relevant certificate to be issued which they will need to fulfil their tax obligations.

The small print in capital letters

 

* This service does not involve the APPLICANT granting a power of attorney for and on their behalf to Unicaja for the latter to perform the actions required to obtain said documents nor does it consist of giving them legal advice to defend their interests in the DECEASED'S inheritance.