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Inheritance Advance Contracts

Advance Inheritance Agreement in Life

Reviewed by lawyers Sent by email within 10 days Editable in Word Updated October 2026
This contract template is essential for formalizing advance inheritance in life, commonly between an heir and a family member who lends the money, often one of the parents.

The contract clearly establishes the conditions under which the advance is made, ensuring that, at the time of death, the amount is properly accounted for and deducted from the beneficiary's hereditary share.

This document is a crucial tool to avoid family disputes and issues with the Tax Authority, establishing transparent and legally sound terms and conditions.

With this contract, you ensure a fair distribution of the inheritance and compliance with tax regulations, preserving family harmony.

What's Included

  • Professionally drafted template by qualified lawyers
  • Fully editable document for customization
  • Simple instructions for completion
  • Compliant with current Portuguese legislation

Delivery Time

Sent by email within 10 days

Compatible With

Microsoft Word, Google Docs, LibreOffice, Adobe Acrobat

Categories

Inheritance Advance Contracts Personal and Family

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