Estate audit
A comprehensive review of your estate to identify risks, optimise transmission and secure the future of your loved ones.
What is this audit for?
Your estate evolves throughout the events of life: marriage, birth, property purchase, starting a business, retirement. The estate audit provides a complete overview and helps you anticipate the decisions ahead.
- Draw up a complete inventory of your estate (real estate, financial and professional assets)
- Identify the risks for your spouse and heirs in the event of death
- Optimise the taxation of your inheritance and gifts
- Anticipate the transmission of your estate under the best possible conditions
Does this apply to you?
The estate audit is for anyone wishing to review their situation, whatever their age or the make-up of their estate. In Beaulieu-sur-Mer and across the French Riviera, we regularly advise:
- Married couples, civil partners and cohabiting couples
- Blended families
- Business owners and self-employed professionals
- Owners of rental property
- Those preparing for their retirement or planning their succession
Four steps toward clarity
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First contact
By phone, email or through the contact form. We briefly discuss your situation to scope the need.
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Free discovery call
A 15 to 30 minute call (video or phone) with no commitment, to assess the complexity of your estate and provide a transparent quote.
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Document collection
We provide a personalised list of documents required for the analysis (civil status, marriage contract, title deeds, life insurance policies…).
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Written report and meeting
A comprehensive assessment is delivered as a structured report, followed by a meeting to discuss the recommendations and the options available to you.
Timeline?
The timeline depends on the complexity of your estate and the number of assets to be analysed. We commit to providing you with a realistic estimate during the discovery call, with full transparency.
In person or remotely?
At the office
47 boulevard Marinoni, 06310 Beaulieu-sur-Mer. By appointment only.
Remotely
Video conference, phone, email, for greater flexibility in arranging our discussions.
How much?
Our approach is transparent: the discovery call is free, and a precise quote is provided before any engagement.
Discovery call
Free
15 to 30 minutes
Consultation fees
€250 excl. VAT / hour
Billed by time spent
Complete audit package
From €600 incl. VAT
For a standard situation audit
In-depth estate audit
€1,200 to €3,500 incl. VAT
Depending on the complexity of the estate and the number of deeds to be analysed
Additional costs (deed extracts, copies, etc.) billed separately against receipts.
Let's review your estate together
The discovery call is free and without commitment. Describe your situation and we will quickly let you know whether an audit is relevant and within what scope.
Get in touch