Are Foreign Wills Valid for Assets in Portugal?

DEC 22, 20251 MIN
Offshore Tax with HTJ.tax

Are Foreign Wills Valid for Assets in Portugal?

DEC 22, 20251 MIN

Description

When international families own property or other assets in Portugal, one critical question often arises: Will a foreign will be recognised under Portuguese law? In this episode, we clarify how Portugal treats foreign wills—and why careful estate planning is essential to avoid unintended outcomes.🔎 In This Episode, You’ll Learn:1️⃣ What Types of Wills Portuguese Law RecognisesPortuguese law formally recognises public wills and closed wills, each with specific formal requirements.2️⃣ Are Foreign Wills Valid in Portugal?Foreign wills may be valid in relation to Portuguese assets, provided they meet applicable legal standards and do not conflict with mandatory Portuguese rules. However, recognition alone does not always guarantee a smooth succession process.3️⃣ Why a Portuguese Will Is Often RecommendedIn many cases, it is prudent to: • Prepare a Portuguese will limited to assets located in Portugal, or • Carefully coordinate dual wills (one Portuguese, one foreign)This approach can significantly reduce administrative delays and legal uncertainty.4️⃣ The Importance of Forced Heirship RulesPortugal has forced heirship provisions, which can override testamentary intentions expressed in foreign wills. Without proper coordination, these rules may lead to outcomes very different from what the testator intended.5️⃣ Key Takeaway for Cross-Border FamiliesInternational estate planning is not just about will validity—it’s about compatibility, coordination, and compliance across jurisdictions.This episode provides practical guidance for internationally mobile families and advisors navigating succession planning involving Portuguese assets.