The Letter of Authority For Deceased Estate is a crucial document in German estate administration that becomes necessary when heirs or entitled parties need to delegate the handling of a deceased person's estate matters to a trusted representative. This document is particularly important in situations where heirs may be unable to personally manage estate administration due to geographical distance, time constraints, or complexity of the estate. Under German law, it must clearly specify the scope of authority granted and typically requires notarization to be valid. The document enables the appointed representative to interact with various institutions, handle bank accounts, deal with property matters, and manage other estate-related affairs. It's governed by German inheritance law (primarily the Bürgerliches Gesetzbuch) and must comply with specific legal requirements regarding form and content.
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1. Date and Place: Current date and place of execution of the letter of authority
2. Grantor Details: Full identification of the person granting the authority, including their relationship to the deceased
3. Deceased Person Details: Full details of the deceased person including full name, last address, date and place of death
4. Attorney Details: Full identification of the person(s) being appointed to handle the estate matters
5. Scope of Authority: Detailed description of powers being granted for estate administration
6. Duration of Authority: Specification of how long the authority remains valid
7. Signature Block: Space for signatures, witness details, and notarization if required
1. Substitute Attorney: Appointment of a substitute attorney in case the primary attorney cannot act - include when the grantor wants a backup representative
2. Limitations of Authority: Specific restrictions on the attorney's powers - include when certain actions are to be excluded from the scope of authority
3. Revocation Clause: Terms under which the authority can be revoked - include when specific conditions for revocation need to be established
4. Multiple Attorney Instructions: Instructions for multiple attorneys acting jointly or severally - include when more than one attorney is appointed
1. Death Certificate: Certified copy of the deceased person's death certificate
2. Inheritance Certificate: Copy of the Erbschein (Certificate of Inheritance) if already issued
3. Asset Schedule: List of known assets belonging to the deceased's estate
4. Identification Documents: Copies of identification documents for all parties involved
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Relevant Teams
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Compliance
Private Client Services
Wealth Management
Estate Administration
Risk Management
Administrative Support
Client Relations
Document Management
Relevant Roles
Estate Attorney
Probate Lawyer
Legal Counsel
Notary
Estate Administrator
Wealth Manager
Trust Officer
Probate Court Clerk
Legal Administrative Assistant
Compliance Officer
Risk Manager
Private Client Advisor
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