How we can help
Ensuring your legal right is actually enforced
Blockades by heirs or doubts about the valuation often make the compulsory portion a burden. That's why we not only help you financially, but also immediately put you in touch with suitable contacts from our growing network of experts if required. Erbfinanz gives you the resources you need to resolve even difficult situations.
Questions & Answers - The key facts about costs, the process and our model
We are there for people who have been disinherited by a will or inheritance contract or who are to receive less than they are actually entitled to. This usually affects close relatives such as children or spouses, who are protected in Deutschland by the so-called compulsory portion.
Although many things can often be clarified in good faith, the reality is unfortunately sometimes more complicated. Information is often refused or properties are valued far too low. If you want to defend yourself against this, you usually have to advance large sums of money for lawyers and surveyors. To ensure that you do not fail to overcome these financial hurdles, we are at your side with our specialised solutions.
A lawyer is indispensable for enforcing your compulsory portion, but cannot relieve you of the financial risk. The real problem usually lies in the advance payment, as fees and costs for the valuation are often incurred long before you have your payment in your account. As legal expenses insurance almost never covers disinheritance, you would normally have to advance these sums privately. We close this gap and cover all costs from day one so that your lawyer can concentrate fully on your rights.
Our concept combines financial strength with the legal expertise of experienced specialist lawyers. We have exactly the same interests as you, because we invest our own capital in the enforcement of your compulsory portion claim. We only benefit if you actually receive your payout in the end. We are therefore not interested in lengthy processes, but in achieving the best possible economic result for you. This gives you a real level playing field without any financial risk, as we bear all the costs of the proceedings. If, contrary to expectations, you are unsuccessful, we will pay all the bills without affecting your personal assets.
Depending on the situation, we offer you two different options.
Enforce compulsory portion: If you opt for classic enforcement, we will finance the entire process of claiming your compulsory portion. This includes both out-of-court steps and possible court proceedings. Although this route usually takes a little longer, it aims to maximise the proceeds for you in the end. How it works
Sell compulsory portion: Alternatively, we can also simply accept your claim for direct purchase. You will then receive payment within a few days and the whole issue is settled for you immediately. This option is particularly suitable if quick liquidity and a clean finish are more important to you than the largest possible amount. View details
Experience has shown that every compulsory portion case has its own history. That's why we always start with a non-binding discussion to organise your situation and clarify any unanswered questions. As financiers, we will check which option makes sense for you and explain the exact procedures.
The further route depends on your destination:
With the Enforcement we bear the full cost risk, while your lawyer takes over the legal representation. If you do not yet have any support, we will be happy to put you in touch with experienced specialist lawyers from our network on request. At the Sale of compulsory portion On the other hand, you will receive a concrete purchase offer and payment will be made directly after the notary appointment.
To ensure that our offer fits your situation exactly, we calculate the participation individually. Simply use our form for your key data - we will contact you immediately to go through your options personally.
We pay in advance for lawyers and experts. If you are unsuccessful, we will pay all the bills. Your private assets remain untouched
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We pay all costs in advance and bear the full cost risk. We only receive payment when you actually receive your payment from the heirs.
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Depending on your priority, we will finance the enforcement for maximum proceeds or purchase the claim directly if you prefer the fastest possible solution.
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Our focus is solely on the mandatory part. Benefit from years of experience, a growing network of experts and customised solutions for this complex niche.
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