Estate document advisory
When assets or heirs sit in different countries, estate matters turn on proof of relationship, status and authority — certified correctly on both sides. We sequence the documents so banks and foreign authorities do not send them back.
Advisory scope
- Confirm the document list the receiving bank or authority requires
- Prepare affidavits confirming heirship or related facts
- Certified translation of death certificates, house registration, marriage records and status documents
- Plan the legalization chain for foreign use
What you receive
- A checklist per receiving institution
- A reviewed affidavit draft with attorney certification
- Certified translations of the civil status bundle
- A step plan with realistic timing
How we work
1. Gather the facts
Heir relationships, the assets involved and the receiving institutions
2. Check destination requirements
Banks and authorities differ substantially in accepted formats
3. Prepare and certify
Draft the affidavit, translate the status documents, execute before the attorney
4. Downstream legalization
Consular and embassy steps as required
5. Deliver and follow up
Dispatch and continued advice if further documents are requested
Common pitfalls
- Historic documents spelling names differently from the current passport
- An affidavit whose wording does not cover the facts the institution needs
- An incomplete chain of relationship evidence
- Not confirming how many certification layers are required
Do it yourself vs delegate
Do it yourself when
For a domestic matter using the institution's standard forms, you can proceed yourself.
Delegate to us when
Where assets or heirs are overseas, let us sequence both sides and complete every certification layer to avoid repeat cycles.
Frequently asked questions
Which documents are core?
Typically the death certificate, relationship evidence, identification and an affidavit in the destination's required form.
Must overseas heirs travel to Thailand?
Often not — a power of attorney and affidavit legalized abroad can be used. We map the order.
What do foreign banks require?
It varies; request their written list before starting.
Can an affidavit replace a court order?
Not always; some destinations still require a court order.
How long does it take?
It depends on document volume and certification layers — usually plan several weeks.
Can we consult before starting?
Yes, and an upfront assessment avoids duplicated documents and cost.
Related links
Other advisory tracks
- Notary Public advisory
- Apostille / consular legalization advisory
- Certified translation advisory
- Visa document advisory
- Corporate cross-border advisory
- Marriage and family advisory
- Work permit document advisory
- Academic credential advisory
- Power of attorney advisory
- Police clearance advisory
- Legal interpreting advisory