Your options
Two ways to deal with a delayed payout
In most cases, the compulsory share is paid out upon the first request, and that’s the end of the matter.
It becomes difficult when no information is forthcoming, when the value of the family home is estimated too low, or when the whole process drags on for months. In such cases, it comes down to who can bear the costs of the next step for longer, and that is precisely what we take on.
Enforce your share
Your solicitor will claim the full amount, in court if necessary. All invoices should be sent to us.
Sell your legal share
We will buy your claim at a fixed price. The money will be in your account shortly after the appointment with the solicitor.
The principle behind it
You are quite right
doesn’t fall through because of a lack of funds
Anyone wishing to claim their statutory share in the face of opposition usually has to pay upfront. Lawyers, the court and experts all need to be paid long before the heirs make any payments, and legal expenses insurance rarely covers inheritance matters. As a result, many entitled parties give up, even though their claim is well-founded.
That’s why Erbfinanz exists. We invest our own capital in your case and only receive our share once you’ve actually received the money. If that takes too long for you, you can sell your claim to us and get the notary appointment out of the way.
You can afford to be patient
Everything is covered, from the first letter right through to the final appeal, no matter how long it takes. This removes the incentive to drag things out, and many cases are settled before they even reach court.
You choose your own solicitor
The case is being handled by a specialist solicitor in inheritance law. If you already have one, we will work with them and pay their fees. Otherwise, we will recommend one to you.
You decide – that’s all there is to it
The law firm will handle correspondence, deadlines and negotiations on your behalf, and if necessary, will also bring legal proceedings. This creates some distance where maintaining a close relationship is difficult, and ultimately, all you have to decide is whether to accept an offer.
Our partners
Frequently asked questions about the process and the model
For close relatives – usually children or spouses – who are entitled to a compulsory share but are unable to secure payment. This applies to people who have been omitted from the will, as well as those who are to receive less than they are entitled to, or whose claim arises solely from assets that have been gifted. Typical situations include those where responses are not forthcoming, valuations are not transparent, or payment is repeatedly postponed.
Whenever you find yourself stuck on your own. Many compulsory shares are paid out without any dispute, and that’s fine. But as soon as no information is forthcoming, the figures don’t add up, or the whole process drags on for months, that’s when we’re in our element. Statutory share cases are our day-to-day business; we’re familiar with the typical stumbling blocks and will either assume the cost risk of enforcing the claim or purchase the claim outright. That way, your case won’t fail because of a lack of money or patience.
A solicitor is essential for enforcing your claims in the face of opposition, but the financial risk remains with you. Fees, court deposits and expert reports are due long before the heirs make any payment, and whoever loses the case also bears the other party’s costs. Legal expenses insurance policies usually exclude inheritance disputes. This is precisely the gap we fill. We cover all costs, and your solicitor can handle the case without your budget limiting the strategy. Even the valuation report, which shows the actual value of a property, is then no longer a financial concern.
That depends mainly on how long you can wait and how much a fixed sum means to you. Enforcement through legal channels aims to recover the full amount, but this takes time. Selling the debt brings in a fixed, albeit lower, sum within a few days, and the matter is settled for you. You do not need to make up your mind before making an enquiry. We’ll explain openly how both options would work for you; the decision is entirely up to you.
Enquiries and assessments are free of charge, and even afterwards, you will never be required to pay anything up front. When it comes to financing, we cover all costs and, if the case is successful, receive the share of the proceeds agreed in advance; if enforcement fails, you do not have to repay anything. Upon sale, we pay a fixed purchase price below the full value of the claim and assume all the risk and effort involved. And because we only receive payment if the case is successful, we’ll be upfront with you if a case isn’t viable.
Please use the form to give us a brief overview of the matter; many of the details can simply be ticked off. You do not need to provide exact figures or documents. We examine each case individually and usually get back to you within a few days with honest feedback. No one will be informed of your enquiry, not even the heirs.
Please give us a brief overview of what this is about
A few basic details about your case will suffice; you don’t need exact figures or documents. We’ll look into your enquiry personally, and you’ll receive an honest answer – even if the best answer is that you don’t need our services at all.
