Where the deceased may have taken out a life insurance policy in Spain, the heirs may have an interest in verifying its existence in order to identify the relevant capital sums and their treatment separate from the ordinary estate. The Spanish life insurance certificate makes it possible to obtain this information.
The certificate makes it possible to:
verify the existence of a life insurance policy in Spain,
identify the insurance company.
It is generally issued upon presentation of:
a Spanish death certificate, or
a multilingual death certificate.
A life insurance policy may fall under a specific civil and tax regime depending on the circumstances. In a succession involving France and Spain, it is important to distinguish:
The tax residence certificate is the official document used to certify that a person is regarded as tax resident in Spain for a given period.
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When a French national dies leaving real estate, heirs or economic interests in Spain, the succession necessarily involves specific procedures with the Spanish authorities.
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Where a couple is married under a community property regime, the classification of an asset as separate or community property may have significant consequences, in particular in the event of succession, separation or patrimonial disputes.
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