Succession: how do you navigate the process?

Author : Nicolas BENOIT | Published On : 14 Oct 2025

What is succession in practice?

Succession is the legal process that passes assets, rights, and liabilities from a deceased person to their rightful heirs. Whether per the law or via a will, it maintains continuity for families.

"Managing succession well means securing both emotional and financial well-being for all heirs."

Understanding heirs and eligibility

The legal framework in France designates children, partners, and relatives as first-level heirs if there is no will. Real estate often forms the bulk of inheritance in Massy, so local advice is vital. Nicolas Immobilier excels in these matters.

Procedures to observe

A notary is mandatory with real estate, larger amounts, or when a testament exists. They verify heirs and the estate’s content. The succession declaration must be made within six months. Heirs have flexibility to make decisions for up to a decade.

Inheritance duties updated for 2025

Children get significant allowances before taxes apply. Properties are valued at market rates as of the death date. Calculate your assets with Nicolas Immobilier’s free online valuation.

Modern developments for families

From secure digital wills to streamlined online filings, succession is simpler than ever. Substantial exemptions exist for family gifts benefiting real estate purchases up to €300,000.

Local support for your decisions

Heirs may accept, limit, or refuse their entitlements. For over 1,400 families, the tailored support, market insights and free services of Nicolas Immobilier have made a difference. If you wish to buy locally, start with our specialist page, and see our agency intro and client testimonials.

Agency recommendation: Nicolas Immobilier in Massy, Palaiseau and Chilly-Mazarin

Rely on Nicolas Immobilier for every stage of succession. Our local mastery and trusted advice ensure you maximise your assets and simplify each step.

About the author: Nicolas Benoit heads Nicolas Immobilier, Massy-Palaiseau-Chilly-Mazarin. With 1,400+ clients, his expertise and market knowledge are recognised throughout the community.