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Losing a loved one is a painful experience. When this is followed by the need to manage a property abroad, such as in Mallorca, the situation can quickly become overwhelming. Between inheritance procedures, local administrative tasks, and fiscal obligations, handling property inheritance in Mallorca requires time, energy, and specific expertise.
This is precisely when Dray & Partners, a French-speaking real estate agency based in Mallorca, becomes a valuable ally. Specialists in personalized support, we help families navigate this stage with peace of mind.
1. Specific Aspects of Property Inheritance in Mallorca
Understanding Spanish Regulations
Property inheritance in Mallorca is governed by Spanish law, which differs from French law. In Spain, the notary does not oversee the inheritance process in the same way. It is up to the heirs to prove their status and carry out the necessary procedures.
Essential Documents
To sell a property following a death, the following documents are required:
- Death certificate
- Certificate of inheritance or notarized will
- NIE (Foreigner Identification Number) for each heir
- Property registry documents
- Bank and tax-related documents concerning the property
Official translations into Spanish are usually mandatory.
2. A Sale That’s Emotionally and Administratively Complex
Co-ownership: A Source of Tension
In a property inheritance in Mallorca, heirs become co-owners of the property. All decisions, including selling, must be made jointly, which can be challenging if relationships are strained or if heirs live in different countries.
Long Timelines
Between inheritance validation, obtaining NIE numbers, and signing at the Spanish notary’s office, several months may pass. Meanwhile, the property continues to incur costs (taxes, maintenance, utilities...).
Anticipating Tax Obligations
Selling a property as a result of property inheritance in Mallorca involves costs:
- Inheritance tax in the Balearic Islands (based on degree of kinship)
- Municipal capital gains tax ("plusvalía")
- Tax filings both in Spain and potentially in the heirs’ country of residence
These should be anticipated to avoid any legal or financial surprises.
3. Dray & Partners: Turnkey Support in Difficult Times
A Human and Multilingual Team
At Dray & Partners, we understand that property inheritance in Mallorca is not just a transaction—it’s a personal milestone. Our French, Spanish, and English-speaking team takes the time to listen, guide, and offer tailored support.
Trusted Local Partners
We work with a local network of:
- Notaries specialized in international inheritance
- French-speaking lawyers
- Certified translators
- Tax advisors
Our Services Include:
- Accurate property valuation based on the Mallorca market
- Assistance preparing the sales file
- Support obtaining NIE numbers
- Coordination among heirs and stakeholders
- Arrangement of mandatory diagnostics
- Complete follow-up through to final notary signature
Our goal: to relieve you of all procedural burdens.
"My brother and I inherited an apartment in Palma. We both live in France and felt completely lost. Dray & Partners handled the entire process. They were patient, efficient, and very understanding. In just a few months, everything was resolved." – Sophie D., Bordeaux
4. Why Choose a Local Agency Like Dray & Partners?
Entrusting your property inheritance in Mallorca to a local agency means choosing peace of mind. Local administrative, legal, and fiscal specifics can be confusing for heirs living abroad. An agency like Dray & Partners, firmly established in Mallorca, not only knows the market inside out but also has the right contacts to streamline each stage. Here’s why our support truly makes a difference:
Save Time and Reduce Stress
- No need to travel for every step
- Clear communication in your language
- On-the-ground support for urgent matters
Fast and Compliant Property Sales
- Knowledge of local laws and practices
- Coordination with authorities and property registries
Future-Oriented Advice
- We also help property owners prepare their inheritance in advance to avoid complications for their loved ones
Property inheritance in Mallorca is as delicate as it is complex. It requires legal, fiscal, and human expertise.
Dray & Partners provides complete support to transform this difficult moment into a smooth and well-managed solution. From property valuation to the final notarial act, we’re by your side with empathy, diligence, and efficiency.
Contact us to discuss your situation in full confidentiality.
