Will Options in Spain: Every International Property Owner Needs One

A complete guide to making a Spanish will — why you need one, the three types available, the six key provisions to include, how professio iuris works for EU nationals, how trusts interact with Spanish wills, and how to sign a Spanish will without travelling to Spain.

📋 Three types of Spanish will
🇪🇺 Professio iuris for EU nationals
🇬🇧 Post-Brexit planning for UK owners
🏦 Trust coordination advice
✈️ Sign without travelling to Spain

What Happens Without a Spanish Will: The Risks for International Property Owners

Many international owners of Spanish property believe their home-country will is sufficient to deal with their Spanish assets. This is one of the most expensive misconceptions in international estate planning. Without a dedicated Spanish will, your heirs face:

  • Mandatory application of Spanish forced heirship rules (legítima): For UK, US and non-EU nationals, Spanish law governs Spanish property regardless of what your UK will says. Your children cannot be excluded from two thirds of the estate.
  • Intestate procedure if your UK will is not recognised: Apostilling, translating and having a foreign will recognised in Spain adds weeks to the process — weeks that count against the six-month tax deadline.
  • No professio iuris election: EU nationals who do not make a professional choice of law in their will lose the option to choose the more favourable succession law of their nationality. Once dead, the default (habitual residence) rule applies and cannot be changed.
  • No Spanish will means no Spanish substitution clauses: If an heir predeceases you, the default intestate rules determine what happens — potentially passing your Spanish property to someone you would not have chosen.
  • Complexity and cost for your heirs: Every additional complication in the inheritance process adds cost, time and distress for the family.

The Three Types of Spanish Will Available to International Property Owners

There are three main types of will valid in Spain. For international clients, we almost always recommend the open notarial will:

1. Open Will (Testamento Abierto)

Executed before a Spanish notary. The notary reads the will aloud, verifies the testator's capacity and wishes, and signs it. The original is retained in the notarial protocol indefinitely; the testator receives a certified copy. The will is registered at the Spanish Will Registry (Registro de Actos de Última Voluntad). Safe, professionally drafted and impossible to lose. This is the only type we recommend for international clients.

2. Closed Will (Testamento Cerrado)

The testator presents a sealed document to the notary, who records the presentation without knowing the content. Rarely used in practice. Creates the risk of loss and cannot be updated without re-execution. Not recommended.

3. Holographic Will (Testamento Ológrafo)

Entirely handwritten and signed by the testator with no notarial involvement. Easy to challenge, easy to lose, not registered at the Will Registry. Must be protocolised after death by a notary before it can be used. High risk of invalidity. Not recommended for international clients with Spanish assets.

Professio Iuris: The Most Powerful Clause in a Spanish Will for EU Nationals

What Is Professio Iuris?

Under EU Succession Regulation 650/2012, the law of the country where the deceased was habitually resident at the time of death governs the entire succession — including Spanish assets. For an EU national living in Spain, this means Spanish succession law governs by default, including the Spanish legítima.

A professio iuris clause allows an EU national to choose the law of their nationality instead. This choice must be made explicitly in a will — it cannot be made after death, by the heirs, or retrospectively.

Examples of who can benefit from professio iuris:

  • German national living in Spain: Can choose German law, which has different and — in some respects — more flexible forced heirship rules. German law allows up to half the estate to be freely disposed, compared to Spain's two thirds reserved.
  • Dutch national living in Spain: Can choose Dutch law, which has its own forced heirship rules but a different system of calculation.
  • French national living in Spain: Can choose French law.
  • Belgian national living in Spain: Belgium reformed its forced heirship law in 2018, giving testators significantly more freedom. Choosing Belgian law can free up a much larger portion of the estate.
  • Italian national living in Spain: Italy has strict forced heirship rules — in this case, Italian law may be less favourable than Spanish law. We always model both options before recommending which law to choose.

What Professio Iuris Cannot Do

It is important to understand the limits of the professio iuris clause:

  • It does not eliminate Spanish inheritance tax. Spanish ISD applies to Spanish assets regardless of which succession law governs the distribution. The clause affects who inherits and in what proportions — not the tax rate.
  • It is only available to EU nationals. British nationals (post-Brexit), US nationals and other non-EU nationals cannot use professio iuris to choose the law of their nationality. For these clients, Spanish law governs Spanish property under the lex situs rule.
  • The chosen law must be the law of nationality. An EU national cannot choose Spanish law if they are not Spanish, or a third country's law.
  • EU free movement of capital constraints apply. The applicable law cannot be used to disadvantage legitimately protected heirs in a way that violates EU fundamental rights.

We draft professio iuris clauses for all eligible EU national clients who own Spanish property, after modelling the succession and tax outcome under both the habitual residence law and the nationality law.

Will Planning for British Nationals Owning Spanish Property After Brexit

The Post-Brexit Legal Position

Since 31 December 2020, British nationals are no longer covered by EU Regulation 650/2012. There is no option to make a professio iuris election for the law of the UK. The Spanish private international law lex situs rule applies: Spanish law governs Spanish immovable property (real estate) regardless of the British owner's UK will, domicile or wishes.

The Spanish legítima therefore applies. A British will that leaves the entire estate to the surviving spouse — bypassing the children — is partially invalid for Spanish property. The children's legítima estricta (one third) cannot be excluded. The mejora (second third) can be allocated to the spouse only if the children are not to be entirely disinherited — which is rarely the case.

However, British nationals can still benefit significantly from a well-drafted Spanish will by:

  • Specifying substitution clauses to ensure the Spanish property passes to the intended heirs if a first heir predeceases the testator
  • Maximising the use of the freely disposable third to benefit the surviving spouse or other chosen beneficiary
  • Creating a usufruct (usufructo) for the surviving spouse over the Spanish estate (allowing them to use and enjoy the property for their lifetime) while the bare ownership passes to the children
  • Coordinating the Spanish will with the UK will to ensure no accidental revocation occurs
  • Providing specifically for the NIE number obligation and Spanish tax filings

The Spanish Usufruct: A Powerful Tool for British Couples

The Spanish usufructo (usufruct) is a legal institution that allows the testator to separate the right to use and enjoy an asset from ownership of that asset. In a typical arrangement for a married couple with children:

  • The surviving spouse receives the usufructo — the right to live in, use and enjoy the Spanish property for the rest of their life
  • The children receive the nuda propiedad (bare ownership) — they own the property but cannot use it while the usufruct exists
  • On the surviving spouse's death, the usufruct is extinguished and the children receive full ownership automatically, without a second inheritance procedure (though consolidation of the usufruct does require a notarial act and may trigger additional tax)

This structure has three advantages: it protects the surviving spouse's right to remain in the Spanish home; it complies with the legítima (the children receive their mandatory share as bare owners); and it reduces the total inheritance tax burden (the usufruct's value is calculated by reference to the spouse's age — a 70-year-old spouse's usufruct is valued at 19% of the property; the children's bare ownership at 81%).

We draft usufruct arrangements for British couples across the Costa del Sol, Costa Blanca, Mallorca and all regions of Spain.

Six Provisions Every International Spanish Will Should Include

🔑

1. Professio Iuris (EU Nationals Only)

The choice of nationality law, explicitly stated. The most important planning decision for EU nationals who own Spanish property. Must be in the will — cannot be elected posthumously. We always advise EU national clients on whether their nationality law is more beneficial than Spanish law before drafting this clause.

👨‍👩‍👧

2. Clear Identification of Heirs

Full legal names, dates of birth, nationalities and NIE numbers (or instruction to obtain them) of all heirs. For complex family structures — children from multiple relationships, step-children, partners — the identification must be legally precise to avoid disputes and intestate claims.

🔄

3. Substitution Clauses

Sustitución vulgar clauses specifying who inherits if a primary heir predeceases the testator, renounces or is incapacitated. Without substitution clauses, the default intestate rules apply — potentially passing the property to someone the testator would not have chosen.

🏠

4. Usufruct Arrangements

For married couples: creating a usufruct for the surviving spouse while leaving bare ownership to children. This protects the spouse, complies with the legítima, reduces overall inheritance tax and provides a clear succession structure without requiring a second full inheritance procedure.

💼

5. Executor and Administrator

Appointing an executor (albacea) — ideally the lawyer who will manage the Spanish estate — gives continuity and efficiency. The executor has authority to manage the estate, pay debts, file tax returns and deliver assets to heirs. Without an appointed executor, every step requires all heirs to agree and act jointly.

📋

6. Coordination with Foreign Wills

A Spanish will that explicitly states it covers only Spanish assets (and does not revoke the UK or other foreign will) is essential when the testator has assets in multiple countries. Without this coordination clause, a later Spanish will may inadvertently revoke an earlier UK will or vice versa, creating uncertainty about the distribution of all assets.

Should You Have Both a Spanish Will and a Home-Country Will?

For most international property owners — British, Irish, American, German, Dutch — the answer is yes. A Spanish will covering only your Spanish situs assets, coordinated with your home-country will covering everything else, gives your heirs the fastest and cheapest succession process in both jurisdictions.

The critical drafting point: the Spanish will must include a geographic scope limitation and a non-revocation clause so it does not accidentally cancel your home-country will. A standard Spanish notarial will revokes all previous wills by default — without these clauses it can undo your entire estate plan.

Full guide: Two Wills for Spain →

Trusts and Spanish Wills: How They Interact — and When a Trust Is Not the Answer

Why a Trust Does Not Replace a Spanish Will

UK and US estate planners sometimes suggest using a trust to hold Spanish property as a way of avoiding the need for a Spanish will or Spanish probate. This approach has significant limitations in practice:

  • Spain does not recognise the trust as a legal entity. The Land Registry registers the trustee as the owner — not the trust — which creates confusion and complications for the beneficiaries' heirs in the future.
  • Spanish inheritance tax cannot be avoided through a trust structure. The AEAT taxes the beneficial owners on the Spanish assets regardless of the trust.
  • The full Spanish inheritance acceptance procedure — death certificate, Will Registry search, notarial deed, tax filing, Land Registry registration — is required whether the property is held through a trust or directly. The trust does not simplify this.
  • The additional cost of translating the trust deed, obtaining trustee resolutions and presenting them to Spanish institutions significantly increases the total cost of the inheritance.

A dedicated Spanish will, by contrast, provides a clear, legally recognised framework for the inheritance of Spanish property, drafted in coordination with the trust and UK will to cover all assets comprehensively.

The Fiducia Sucesoria: Spain's Limited Trust-Like Institution

Spain does not have common law trusts, but some autonomous communities (most notably Aragón, the Basque Country and Navarra) have traditional institutions that have some functional similarity:

  • Fiducia sucesoria (Aragonese fiduciary succession): The testator can appoint a fiduciary (typically the surviving spouse) who has the power to distribute the estate among the forced heirs at any point within a defined period — without the distribution being fixed at the time of the testator's death. This gives the surviving spouse flexibility to adapt the distribution to the family's evolving needs. Available only in Aragón.
  • Basque Country family property (comunicación foral de bienes): A special community of property regime available to married couples in the Basque Country under which all property — acquired before and during marriage — forms a single community. On one spouse's death, the survivor continues to manage the community property for their lifetime.
  • Catalan hereu institution: The traditional Catalan single-heir institution, which historically concentrated the entire estate in one primary heir (hereu) to preserve the family property intact. Modern Catalan succession law has modified this significantly, but elements remain in Catalan will drafting.

These regional institutions are rarely relevant for international clients, but we advise on them when the deceased was resident in one of these autonomous communities.

🔒

Types of Trust Relevant to Spanish Property Owners

For clients whose UK or US estate plan includes a trust that holds (or will hold) Spanish property, we advise on the interaction between the trust and any Spanish will. The key trust types and their Spanish implications:

  • Revocable living trust (US): The settlor is treated as the owner during their lifetime. On death, full Spanish inheritance procedure required. The trust deed must be apostilled and translated.
  • Discretionary trust (UK): The AEAT taxes beneficiaries as they receive distributions. The six-month Spanish deadline must be respected regardless of when the trustee distributes.
  • Life interest trust: The life tenant receives a Spanish usufruct; the remainderman receives bare ownership. Tax is split between them according to the life tenant's age formula.
📝

Coordinating a Spanish Will with a UK Trust

When a client has both a UK discretionary trust and direct ownership of Spanish property, we recommend:

  • A Spanish will covering the directly owned Spanish property (using professio iuris if EU national)
  • The Spanish will includes a coordination clause confirming it does not revoke the UK trust or UK will
  • The UK trust deed includes express provisions on Spanish property — particularly regarding the trustee's authority to complete Spanish inheritance formalities and the timeline for doing so
  • The Spanish will and UK trust deed are reviewed together to identify and resolve any conflicts before death
⏱️

When to Make a Spanish Will

The answer: now. The Spanish will should be made as soon as you acquire Spanish property — ideally at the same time as the purchase, coordinated with the conveyancing notary. Spanish notaries routinely offer to execute a will immediately after the purchase deed. The costs are modest (€150–400 for a straightforward will) and the benefit to your heirs — in time saved, distress avoided and tax minimised — is immeasurable. We draft Spanish wills for international clients across all provinces of Spain and all autonomous communities.

How to Sign a Spanish Will Without Travelling to Spain

🏛️

Option A: Spanish Consulate

Most Spanish consulates worldwide have the authority to execute wills in their consular capacity — acting as a notary for Spanish nationals and, in many jurisdictions, for non-Spanish nationals in relation to their Spanish assets. We provide the draft will text; you attend the consulate appointment; the consulate executes and registers the will. No travel to Spain required. Waiting times at consulates vary by country — book early.

✈️

Option B: Brief Visit to Spain

For clients who visit Spain regularly, the simplest option is to execute the will during a visit — at any notary in Spain, in the province of your choice. The appointment takes approximately 30–45 minutes. We prepare the will in advance; you review and sign in person. Many clients combine this with a visit to their property. We recommend a dedicated will-signing visit rather than trying to combine it with a property purchase, which has its own complexity.

📋

Option C: Foreign Notary + Apostille

In some jurisdictions, a will executed before a foreign notary — if it meets the formal requirements of the applicable succession law — can be recognised in Spain without a Spanish notarial act. This option is more complex and carries more risk of non-recognition in Spain. We do not generally recommend it for international clients with Spanish assets. The consulate option is more straightforward and legally certain.

Frequently Asked Questions: Spanish Wills

Do I need a Spanish will if I already have a UK will?

Yes, for all practical purposes. While a UK will can be recognised in Spain if properly apostilled and translated, it does not contain the specific provisions that make a Spanish inheritance most efficient — professio iuris, Spanish substitution clauses, usufruct arrangements, Spanish executor appointment. More importantly, it may not comply with Spanish forced heirship rules, creating the risk of family disputes. A dedicated Spanish will costs €150–400 and saves your heirs far more than that in time, complexity and potential tax.

Does making a Spanish will revoke my UK will?

Not if the Spanish will is correctly drafted. A Spanish will should contain an explicit provision limiting its scope to Spanish assets and confirming it does not revoke any previous will concerning non-Spanish assets. We include this coordination clause in every Spanish will we draft for international clients.

Can I choose to leave my Spanish property to whoever I want?

You have full freedom over the freely disposable third of the estate. The first third (legítima estricta) must go to direct descendants (children/grandchildren) in equal shares. The second third (mejora) can go to any descendant in any proportion you choose. The final third is completely free. This means you cannot entirely disinherit a child — but you can significantly favour one child or your spouse over others using the mejora and the freely disposable third.

How much does a Spanish will cost?

A straightforward Spanish will costs approximately €150–300 in notary fees. For a will that includes professio iuris, usufruct arrangements and multiple heirs in complex family structures, the cost may be €300–500. Our professional fee for drafting the will and coordinating the notarial appointment is separate and is quoted on a fixed-fee basis. The total cost is typically €400–800 — one of the best investments any international property owner can make.

How often should I update my Spanish will?

Review your Spanish will whenever: you acquire or dispose of Spanish property; a named heir dies, divorces or has children; your family situation changes (marriage, divorce, new children); your country of habitual residence changes; or the applicable succession law changes significantly. We recommend an annual review for clients with complex international estates, and as a minimum a review after any major life event.

Spanish Will Services Across Every Municipality in Spain

Select your location for specific information about local notaries, applicable regional succession law and will drafting services in your area.

Book a Consultation

Tell us about your situation and we will explain exactly what applies to you.