{"id":333806,"date":"2024-03-18T13:38:56","date_gmt":"2024-03-18T12:38:56","guid":{"rendered":"https:\/\/erbfinanz.de\/?p=333806"},"modified":"2026-09-18T14:03:29","modified_gmt":"2026-09-18T12:03:29","slug":"calculating-the-compulsory-portion-a-comprehensive-guide-to-the-amount-and-calculation-of-the-compulsory-portion","status":"publish","type":"post","link":"https:\/\/erbfinanz.de\/en\/ratgeber\/pflichtteil-berechnen-ein-umfassender-leitfaden-zur-hoehe-und-berechnung-des-pflichtteils\/","title":{"rendered":"How is the statutory share calculated? Three steps to determining your entitlement"},"content":{"rendered":"

The will has been opened, and your name does not appear in it. Or you have been left significantly less than you would have expected as a child or spouse. In this situation, the same question almost always arises. What am I entitled to, in concrete terms, and how do I go about claiming this sum?<\/p><\/div>\n\n\n\n

The answer is less complicated than many people fear. Essentially, to calculate the compulsory share, you only need two figures: your compulsory share ratio and the value of the estate. Both can be worked out step by step. This page explains the calculation, illustrates it with an example and describes how the calculated amount becomes a claim that you can assert against the heirs.<\/p><\/div>\n\n\n\n

First, a note on the term \u2018disinherited\u2019, as this is often where misunderstandings arise. A person is not only disinherited if they are expressly excluded in the will. A person is also disinherited if they are simply not mentioned in it, even though they would have become a statutory heir as a child or spouse. If, for example, parents name one child as sole heir, the other children are thereby excluded from the line of succession, even if this is not explicitly stated anywhere. And even those who have been included in the will may have a claim if their share is smaller than the statutory share. Gifts made by the deceased during their lifetime may also alter the distribution. All three scenarios are covered on this page.<\/p><\/div>\n\n\n\n