Inheritance and property in Morocco: preparing your file

Prepare a description of your family circumstances, the property and your wishes so that the situation can be reviewed individually.

Define the question to resolve

• Which details are needed to review your circumstances?
• Which existing documents should be read together?
• What decisions or steps are proposed, and which records support them?

Assemble the supporting records

• Civil-status records and the family circumstances disclosed
• Property agreements and references
• Written arrangements and documents already prepared
• Questions involving the countries and people concerned

Request a written explanation

Give the professional reviewing the file the same dated documents that you used to describe the project. Ask the response to identify its scope, assumptions, documents consulted and points still awaiting confirmation. A quotation should distinguish the service, the recipient of each payment and the conditions under which its amount could change.

Keep track of the next decision

Keep the questions, answers and document versions in one file. For each unresolved point, record who is following it, which evidence is expected and which decision depends on it. Update the file when the project or a document changes, rather than treating an earlier answer as a conclusion for a different situation.

Continue your preparation : The France–Morocco tax treaty and property · land title in Morocco · buying a property in Morocco · Contact Klair & Arno