Template · Family and personal life
Document checklist: Estate documents between heirs
Who asks whom: One heir or the notary to the other heirs
5 documents1 to signFree
Free. You can change everything before sending.
The 5 documents to request
- ID documentID card or passport, both sides.Document or photo (PDF, JPG, PNG, HEIC, WebP)
- Family record bookDocument or photo (PDF, JPG, PNG, HEIC, WebP)
- Bank details (RIB)Document or photo (PDF, JPG, PNG, HEIC, WebP)
- Estate acceptance or power of attorneyDocument or photo (PDF, JPG, PNG, HEIC, WebP) · To sign
- Can you answer the estate questionnaire?Written answer
Documents to sign
- Estate acceptance or power of attorney: To sign by hand, then send as a photo or PDF.
How it works
- List the documents you need, and their format. With this template, the list is already done.
- Add the people. Everyone sends the same thing, or each their own.
- Set the deadline and how often to remind them. Done.
Everyone gets a personal link by email or text message. No account to create, no app to install: they snap their document with their phone. Invitations and reminders go out between 9 am and 7 pm (Paris time), never on Sundays or public holidays, and stop as soon as the person has sent everything.
Frequently asked questions
Which documents should you request (estate documents between heirs)?
This template lists 5 documents: ID document, family record book, bank details (RIB), estate acceptance or power of attorney, can you answer the estate questionnaire?. One of them must be signed.
Do the people need to create an account?
No. Everyone gets a personal upload link by email or text message, with no account to create and no app to install.
Can I change the list?
Yes. Before sending, you can add, remove or rename a document, and change its format or its instructions.
Is this template free?
Yes. The template is free, and so is the Free plan: one request at a time, 5 people, email reminders.
What happens to sensitive documents?
Some documents in this list are recognised as sensitive (ID document, bank details (RIB)). They are flagged to you and to the sender, and deleted 30 days after they arrive; you are warned 3 days before, to download what you must keep.
Similar templates
Pet adoption
The shelter to the adopter
Group gift collection
The organiser to participants
Flatmate leaving
The remaining flatmates to the one leaving
New flatmate
The current flatmate to the newcomer
Shared custody
One parent to the other
Funeral arrangements
A relative to other family members
All templates: Family and personal life · The whole marketplace
Ready to send it?
Free. You can change everything before sending.
Updated on September 30, 2026