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At Unicaja Banco we are fully aware that processing an inheritance can involve a series of tedious formalities for the heirs. That is why we have drawn up a guide on our Probate Service, which aims to make this task easier. It contains practical information on the formalities you must perform, the documents you need and the steps you must take.
To initiate probate formalities it is necessary to notify your branch of the death.
Documents to submit during probate:
In the case of forced heirs (children/descendants, parents/forebears and spouse), only the following must be submitted:
Once the status of heir has been proven, request the bank branch to provide statements on the deceased's positions (banking products).
Once the file's processing has been formally requested, the banking products' disposition and/or change of ownership is made.
Aside from the documents set out in point 2 above, each heir must submit the Inheritance and Donation Tax (Impuesto de Sucesiones y Donaciones) settlement return and one of the following two documents:
We may additionally need the following documents, which we will ask you for if they are needed:
Unicaja Banco will perform the distribution and allocation of the assets according to the documents submitted.
The Probate Service costs €96.80 (including VAT), which is paid once the file's processing has been completed.
Unicaja Banco makes the distribution proposal of the deceased's estate to the heirs based on the documents they have submitted.
Once the heirs have settled Inheritance Tax and have accepted the estate's distribution, Unicaja Banco proceeds to transfer the estate to the payment accounts they have provided.
We have drawn up a detailed guide containing all the information to carry out probate formalities, as well as on the documents you need and where you can obtain them. Consult the help guide
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