Probate in Spain · English-Speaking Estate Administration

Probate in Spain — Administering an Estate After Death

When someone dies holding Spanish assets, the estate cannot simply be "transferred" — it must go through the Spanish aceptación de herencia process, with Modelo 650 filed on a six-month deadline and property re-registered at the Registro de la Propiedad. We handle the full administration in English, from the death certificate to the final title change.

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"Probate" is an English-law concept. Spain does not have a direct equivalent. Instead, Spanish estates are administered through a process called aceptación y adjudicación de herencia — the formal acceptance of the inheritance by the heirs, executed at a notary, followed by payment of inheritance tax within six months and registration of the new ownership at the Land Registry. The practical effect is the same as English probate: assets transfer legally from the deceased to the beneficiaries. The procedure, the paperwork and the deadlines are very different.

We administer Spanish estates for families based anywhere in the world. Most of our probate work is for British, Irish and Northern European families whose relative held a holiday home, retirement flat, Spanish bank account or Spanish shares. A small but growing proportion involves tax-resident expats who died in Spain and left a full Spanish estate. The process is fundamentally the same in both cases; what changes is the tax residency classification and the paperwork flow with the UK grant.

This page walks through the full Spanish probate procedure from the death certificate to the final title change. If you are a family member who has just lost a relative with assets in Spain, contact us and we will open the file the same day and start the six-month tax clock managed from day one.

What counts as a Spanish estate

Any of the following will trigger Spanish probate procedures: real estate situated in Spain (including garages, storerooms, parking bays and timeshares if held as real property); Spanish bank accounts in the deceased's name; shares in Spanish listed or unlisted companies; vehicles registered in Spain; and safe deposit box contents at a Spanish bank. Digital assets and foreign accounts are generally outside Spanish probate, even for a Spanish-resident deceased, and are administered through the domicile jurisdiction.

The Spanish Probate Timeline

What Happens Month by Month

A typical Spanish probate with a valid Spanish will runs 3 to 5 months. Without a Spanish will it runs 9 to 18 months because the UK grant has to be obtained first.

Weeks 1–2

Certificates and Authority

Death certificate issued. We request the Certificado de Últimas Voluntades (will search) from Madrid and the Certificado de Contratos de Seguros. We also request certified copies of the Spanish will from the notary archive.

Day-one action
Weeks 3–6

Asset Inventory and Valuations

We write to Spanish banks for date-of-death balances, order the Nota Simple from the Land Registry, value the property for IHT purposes, and compile a full asset and liability inventory.

Inventory stage
Weeks 6–12

Aceptación at the Notary

Heirs sign the Escritura de Aceptación y Adjudicación de Herencia at a Spanish notary — in person or by power of attorney. This is the core legal moment of Spanish probate.

Notary signing
Weeks 12–20

Modelo 650 Tax Filing

Inheritance tax filed with the relevant Comunidad Autónoma within six months of death. Plusvalía filed with the town hall where property is situated. Tax paid or spread under a deferment.

Tax deadline
Weeks 16–24

Land Registry Transfer

The notarial deed plus tax receipts are lodged at the Registro de la Propiedad. New ownership is registered in the heirs' names. This is the point at which the estate is legally "done".

Title change
After title

Bank Release and Practical Transfer

Spanish banks release account balances to heirs against the notarial deed and tax receipt. NIE numbers issued for heirs who do not already have them. Utilities, community fees and council tax updated.

Closing steps
Our Probate Process

From Death Certificate to Registered Title

01

Family Consultation

We meet the heirs (usually by video call), map the assets and identify whether a Spanish will exists, and agree the instructing party.

02

Power of Attorney

Heirs sign a power of attorney — usually at a UK notary with apostille — so we can act in Spain without them needing to travel for every step.

03

Full Administration

We handle the Últimas Voluntades search, asset inventory, valuations, notarial acceptance, Modelo 650 filing, plusvalía, bank release, and Land Registry transfer.

04

Final Report and Close

Each heir receives a full closing pack in English with the notarial deed, tax receipts, new Nota Simple and a summary of what was received.

With a Spanish will vs without one

If the deceased had a valid Spanish will registered at the Registro Central, the process is straightforward. We obtain the Últimas Voluntades certificate, request a certified copy from the notary who drafted the will, and the named heirs proceed directly to aceptación de herencia. Timeline 3–5 months.

If the deceased had no Spanish will but did have a foreign will (usually a UK will), the procedure is more complex. The UK will has to go through UK probate first. The Grant of Probate is then apostilled under the Hague Convention, sworn-translated into Spanish, and presented to the Spanish notary along with proof that the UK will disposed of the Spanish assets. Timeline 9–15 months, sometimes longer if UK probate is contested or delayed.

If the deceased had no will at all, Spain applies intestacy rules. For tax-resident expats this means Spanish intestacy under Articles 912 onwards of the Civil Code (children first, then parents, then spouse for a life interest, then siblings). For non-resident deceased, Brussels IV defaults to the law of habitual residence — usually a foreign intestacy system. A Declaración de Herederos is required at the notary, which adds 2–3 months to the process and costs more than working with a valid will would have done.

Spanish inheritance tax — the six-month deadline

Modelo 650 (Impuesto sobre Sucesiones) must be filed within six months of the date of death. This deadline is treated seriously by Spanish tax authorities. A one-time six-month extension can be requested if applied for within the first five months of the original deadline. Miss the extension window and the tax office will eventually issue a recargo (surcharge) that grows the longer you leave it. The tax itself is charged per beneficiary on their inherited share, with allowances and reductions that vary significantly by Comunidad Autónoma.

Some regions (Madrid, Andalusia, Valencia, Murcia, Cantabria) offer very generous Group II reductions — often 99% — for spouses and direct descendants, which can reduce the effective tax to near zero. Others (Asturias, Aragon, Catalonia in some brackets) are much less favourable. The tax due depends on where the deceased was resident and, for property, where the property is situated. We calculate the position at the asset-inventory stage so the family knows the figure well before the deadline.

For more detail on the tax itself see our Inheritance Tax Spain page.

Plusvalía — the other tax no one expects

When property transfers on death, the town hall where the property is located charges plusvalía municipal — a local capital gains tax on the increase in cadastral value since the deceased acquired the property. This is separate from state inheritance tax and is filed on a different form with a different deadline (usually six months, sometimes extendable to one year depending on the town hall). Plusvalía is often overlooked by executors handling the estate from abroad and is a regular source of nasty surprises six months into a matter.

Non-resident deceased — the tax residency question

If the deceased was not tax-resident in Spain, only their Spanish-situated assets fall within Spanish IHT, and the tax is calculated by the central government (AEAT) rather than by the region. However, a 2014 ECJ ruling and subsequent Spanish legislation mean that non-resident beneficiaries can elect to apply the regional IHT rules of the region where the property is situated, which is usually more favourable than the state rules. This is a significant planning opportunity and is one of the first things we check at the inventory stage.

Power of attorney — the family's single biggest time saver

Almost every probate we handle uses a power of attorney signed by the heirs in their home country. We draft the power in dual English/Spanish, the heir signs in front of a UK (or other) notary, the notary affixes an apostille under the Hague Convention, and the document is couriered to us. With the apostilled power, we can attend the Spanish notary, sign the Escritura de Aceptación on behalf of the heirs, file the tax returns, pay the tax, lodge the deed at the Land Registry, and close Spanish bank accounts — all without the heirs ever setting foot in Spain. For a full probate, the power of attorney saves each heir at least two trips to Spain and typically several weeks of coordination time.

Six Months. One Deadline. One File.

Spanish probate does not wait for the family to finish UK probate. Open the Spanish file the same week as the death and the tax clock is manageable.

Open a Probate File
Why Work With Us

What Specialist Probate Actually Looks Like

The six-month clock is managed from day one

We open the file the day you instruct and start the Últimas Voluntades search the same week. The Modelo 650 deadline is tracked from day one so the family never finds itself inside a penalty window.

UK and Spanish procedures run in parallel, not in series

Where UK probate is needed, we brief the UK solicitors on exactly what the Spanish notary will accept (apostilled grant, sworn translation) so nothing is done twice and nothing is missed. Parallel working saves 2–4 months on cross-border estates.

Non-resident beneficiaries get the regional election

Since 2014 non-resident beneficiaries can elect regional IHT rules. We check this at inventory stage on every matter — it frequently cuts the tax bill in half or more on property-heavy estates.

Plusvalía is calculated at inventory, not discovered later

Plusvalía is the tax that blindsides families most often. We model it up front alongside Modelo 650 so the total transaction cost is known before the aceptación is signed.

One point of contact in English throughout

Heirs deal with a single named specialist in English. The Spanish notary, Land Registry, AEAT, regional tax office and town hall sit behind us. The family never has to make those calls.

Fixed fee wherever possible

We quote the probate on a fixed fee once the asset inventory is clear. The family knows the cost before committing. Complex matters (contested wills, missing heirs) are quoted separately.

Probate with contested or missing heirs

Not every probate runs cleanly. The two complications we see most often are contested wills (usually a disinherited child alleging lack of capacity or undue influence) and missing heirs (a beneficiary who cannot be contacted, or a child no one realised existed). Both of these halt the aceptación process because the notary will not proceed without all named heirs present or represented.

For contested wills, the dispute is resolved through the Spanish courts. We refer these to our litigation desk. Typical timeline for a contested probate runs 18–36 months depending on the regional court and the nature of the challenge. The Modelo 650 deadline still runs — an extension is almost always necessary.

For missing heirs, the procedure is a Declaración de Ausencia or a Declaración de Herederos with court intervention. We also use international tracing where the missing heir is abroad. The timeline adds 3–9 months to the standard process depending on the complexity.

Estates with only Spanish bank accounts (no property)

A significant minority of our probate work involves estates where the only Spanish asset is a bank account or a small portfolio of Spanish shares. These are simpler — no Land Registry, no plusvalía — but still require Últimas Voluntades, notarial aceptación, and Modelo 650. The whole procedure usually runs 2–3 months. Costs are materially lower because there is no property-side work. We can usually quote a flat fee as soon as we know the number of accounts and the approximate balance.

Estates with a mortgage or outstanding property debts

If the Spanish property has an outstanding mortgage, the heirs inherit both the property and the debt. Spanish mortgages do not automatically settle on death (unlike some UK banking products). Most heirs either continue the mortgage (the bank's permission is usually straightforward for direct family) or sell the property after the aceptación and use the proceeds to clear the mortgage. We coordinate with the bank on both scenarios.

Estates where the heirs want to sell immediately

Very common: the family inherits a holiday home they have no wish to keep. The cleanest sequence is (a) aceptación de herencia to put the property in the heirs' names, (b) Modelo 650 filed and paid, (c) Land Registry transfer complete, (d) property sold with us acting as conveyancing counsel on the sale. Attempting to sell without completing the aceptación is possible but clumsy and usually slower. The tax implications of selling soon after inheriting are manageable and are one of the things we plan for at the inventory stage.

Common Mistakes

Six Probate Errors We See Every Year

1. Waiting for UK probate before opening the Spanish file

The most expensive mistake. The Spanish six-month tax clock starts on the date of death, not on the UK grant date. Opening the Spanish file late usually means the tax deadline is missed entirely.

2. Ignoring plusvalía

Clients focus on Modelo 650 and forget the town hall tax. Plusvalía missed deadlines generate penalties that can exceed the tax itself on small estates.

3. Heirs without NIE numbers

Every heir needs a Spanish NIE before the notarial deed can be registered. Applying for NIEs after the aceptación stalls the whole Land Registry stage. We apply for NIEs at the intake stage.

4. Valuing the property too low

Families sometimes undervalue the property to reduce IHT, not realising the Spanish tax office has its own reference valuation and will re-assess years later with penalties. We use defensible market valuations from day one.

5. Forgetting the regional election for non-residents

Post-2014 law allows non-resident beneficiaries to elect regional IHT rules. Many lawyers and accountants still default to state rules, costing the family significant tax.

6. Closing Spanish bank accounts before the deed is signed

Banks will not release funds without the notarial deed and tax receipts. Trying to access the account any other way (online banking, old cards) can trigger freeze orders and account investigations.

Who We Act For

Typical Probate Clients

UK-based children of a deceased expat

Parent retired to the Costa del Sol, Costa Blanca, Mallorca or Canary Islands; held property and a Spanish bank account. We run the probate end-to-end while the family stays in the UK.

Surviving spouse of a tax-resident expat

Spouse inherits under mirror-will or Spanish intestacy. We handle the Spanish side while UK counsel handles the UK side, in parallel.

Irish and Northern Irish families

Same structure as UK probate, but the UK grant is replaced by an Irish or NI grant. Apostille and translation steps identical.

American beneficiaries

US probate grants accepted in Spain with appropriate apostille (or State Department authentication) and sworn translation. US estate tax and Spanish IHT coordinated.

Cross-border blended families

Children in multiple countries, Spanish property, complicated testamentary structure. We coordinate all the heirs and structure the aceptación to minimise tax per beneficiary.

Executors of English or Scots estates with Spanish assets

Professional executors (solicitors, accountants, banks) instructing us to handle the Spanish arm of an otherwise UK-administered estate.

Frequently Asked

Spanish Probate — Your Questions Answered

How long does probate take in Spain?
With a valid Spanish will, 3 to 5 months from death to registered title change. Without a Spanish will but with a foreign will, 9 to 15 months because the foreign grant has to be obtained and translated first. Contested or missing-heir matters add substantial time.
Do the heirs have to travel to Spain?
No. Almost all probate we handle uses a power of attorney signed by the heirs in their home country and apostilled. We attend the notary, file the taxes and register the title on their behalf. Heirs can still choose to come to Spain if they wish.
What is the six-month deadline?
Modelo 650 (Spanish inheritance tax) must be filed within six months of the date of death. A one-time six-month extension can be requested within the first five months. Missing the deadline triggers surcharges that grow over time.
What is the Certificado de Últimas Voluntades?
A central register kept in Madrid that records every Spanish will ever signed by the deceased. We request it within two weeks of the death certificate being issued; it confirms whether a Spanish will exists and which notary holds it.
Does a UK will cover Spanish assets?
Legally yes, but practically it creates an extra 6–9 months of procedure. A UK will can be used to inherit Spanish assets but it has to be apostilled, sworn-translated and accepted by the Spanish notary — and UK probate must be obtained first. A standalone Spanish will avoids all of that.
Do we need a Declaración de Herederos?
Only if there is no valid will, or the will fails. The Declaración is a notarial act (or court act) establishing who the legal heirs are under intestacy. It adds 2–3 months and cost to the process. Having any valid will avoids it.
What is plusvalía municipal?
A local capital gains tax on the increase in cadastral value of urban property, paid to the town hall where the property is located, triggered when the property transfers on death. It is separate from Modelo 650 and has its own deadline (usually six months).
Can the heirs refuse the inheritance?
Yes. Spanish law allows repudiación (refusal) of the inheritance, signed at a notary. This is sometimes used when debts exceed assets, or when accepting would trigger an unwanted tax liability. The effect is that the inheritance passes to the next heir in line.
Can the heirs accept subject to inventory (a beneficio de inventario)?
Yes. Spanish law allows aceptación a beneficio de inventario, which means the heirs only inherit up to the net value of the estate and are not personally liable for debts beyond the inherited assets. We use this regularly when the asset/debt position is uncertain.
Does Spanish probate apply to property held in a Spanish company (SL)?
No, not directly. The shares in the SL are the inherited asset; the property held by the SL stays on the SL's balance sheet. This changes the tax treatment and the administration entirely and is one reason we recommend property ownership structures are reviewed during lifetime planning.
What about joint Spanish bank accounts?
Joint accounts in Spain are not treated as automatic survivorship. Half the balance is considered part of the deceased's estate and must go through aceptación. The other half stays with the surviving joint account holder. This is different from UK joint account rules and catches many families by surprise.
Can we sell the Spanish property before probate is done?
Not cleanly. The property has to be in the heirs' names at the Land Registry before it can be sold. The usual sequence is aceptación → tax paid → Land Registry transfer → sale. Attempting to sell during probate creates complications that usually cost more than the delay.
What if the estate is insolvent?
The heirs either repudiate the inheritance or accept a beneficio de inventario so they are not personally liable. We screen for solvency at the inventory stage and advise before any commitment is made.
Are there any assets that skip Spanish probate?
Life insurance policies with named beneficiaries pass directly to the beneficiary and skip probate, though the payout is still included in the IHT calculation. Pensions in pay with survivor benefits usually pass outside probate as well.
How much does Spanish probate cost?
We quote a fixed fee once the asset inventory is clear. The fee depends on the number of assets, the number of heirs, whether property is involved, and whether there is a Spanish will. Notary fees, Land Registry fees, tax and translation costs are separate and passed through at cost.

Spanish Probate, Handled in English, On Time

One named specialist, one six-month clock, one final closing pack. That is what Spanish probate should look like.