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Estate Planning & Inheritance

What belongs in a France–U.S. inheritance inventory?

Sophie gets ready for a talk with the family's lawyers.

Sophie L.Fictional persona · France ↔ United States

My family has a home in France and accounts in the U.S. We need to review our wills. What should I bring to the first meeting?

Lucas M.Fictional persona · Canada ↔ United States

I'd list the property and accounts, who owns each one, and where the papers are. Bring copies of wills and the names on the accounts too.

Sophie L.Fictional persona · France ↔ United States

We have old forms naming people who should get the accounts. I almost forgot those.

Lucas M.Fictional persona · Canada ↔ United States

Add them. Ask the lawyers in both places to check how the papers work together. Cross-border inheritance rules can be tricky.

Sophie L.Fictional persona · France ↔ United States

I'll make a private folder and a one-page list. I won't put family details in a public post.

What would you add from your own experience?

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