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About Will & Testament Law in St. Julian's, Malta

Wills and succession in St. Julian's are governed by Maltese law. A will is a legal document in which a person - the testator - states how their estate should be distributed after death. Maltese succession rules cover both movable assets - bank accounts, investments, personal belongings - and immovable property - houses, apartments and land. If you die without a valid will, intestacy rules determine who inherits. Because St. Julian's is a residential and international community, many people here hold assets both in Malta and overseas, which can add legal complexity. Formal requirements are important - a will that does not comply with Maltese formalities can be invalid or easily challenged.

Why You May Need a Lawyer

There are many situations in which legal help is advisable:

- You own real estate in St. Julian's or elsewhere in Malta and want to ensure a smooth title transfer.

- You have family in different countries, dual nationality, or assets abroad and need coordinated cross-border succession planning.

- You are in a blended family and want to provide clearly for children from different relationships while observing Maltese reserved-share rules.

- You wish to limit disputes by drafting a clear, legally valid will and appointing an executor or administrator.

- You expect your will could be challenged - for example, if you exclude close relatives, or if capacity or undue influence might be questioned.

- You need help with probate or estate administration after a death - obtaining the necessary court grant, lodging deeds, paying duties, and transferring ownership.

- You want to set up complementary documents - powers of attorney, advance healthcare instructions, or succession structures for a family business.

Local Laws Overview

Key points to understand about Maltese succession law that are particularly relevant to residents of St. Julian's:

- Formalities and types of wills - Maltese law recognises different forms of wills. Formal execution rules must be followed closely. Using a qualified lawyer or notary helps ensure validity.

- Reserved heirs - Maltese law protects certain close relatives with reserved shares. These reserved shares mean you cannot fully disinherit certain family members without risk of successful legal challenge. The principal protected persons typically include the spouse and direct descendants, and in some cases ascendants.

- Probate and administration - after death, documents and processes are required to transfer assets. Banks, land registry offices and other institutions normally require a court grant or other formal proof of authority to release funds or register property transfers.

- Immovable property - transfers of land or property are subject to specific registration and tax or duty obligations. Ensuring the will is compatible with property registration requirements avoids delays.

- Family and matrimonial property regimes - your marital property regime affects what forms part of your estate. If you are married or in a civil partnership, the matrimonial property regime may alter what is free to dispose of by will.

- Cross-border succession - if you have assets in multiple countries, EU rules and bilateral laws can affect which law applies and how assets are handled. It is often possible to choose the law that governs succession, but formal steps are required.

- Taxes, duties and fees - estate transfers can involve duties, registration fees and other charges. The nature and amount vary by type of asset and by recipient. Legal advice can help plan for liabilities and ensure correct payments.

Frequently Asked Questions

Who can make a valid will in Malta?

Any adult with the required testamentary capacity can make a will. Capacity generally means understanding the nature of making a will and the extent of one s assets. Specific formalities must be met for the type of will chosen - for example, signatures and witnesses where required. If you are unsure about capacity or formalities, consult a lawyer or notary.

What are the main types of wills recognised in Malta?

Maltese law recognises different formal ways to make a will. Common options include wills made before a notary with witnesses and certain handwritten wills that meet strict requirements. The exact formalities differ by type. Because a will that does not follow the correct formal procedure can be declared invalid, many people use a notary or lawyer to prepare and witness their will.

Can I disinherit my spouse or children?

There are protections for close family members under Maltese law. Spouses and direct descendants are typically entitled to reserved portions of the estate. Attempting to exclude them can lead to successful contests of the will. If you want to provide differently from default rules, get legal advice so you understand what is possible and what might be vulnerable to challenge.

What happens if I die without a will in St. Julian s?

If you die intestate, statutory intestacy rules determine who inherits. Those rules prioritise spouses, children, parents and other relatives in a set order. Intestacy may produce outcomes you would not have chosen, especially in blended families or where you intended specific gifts. Making a will is the only reliable way to control distribution of your estate.

How do I ensure a will covers assets both in Malta and abroad?

If you have cross-border assets, indicate clearly how each asset should be dealt with and consider legal advice in the relevant jurisdictions. EU succession rules may allow you to choose which law applies to your succession, but formal choice and coordination are needed. In any case, immovable property is usually governed by the law of the country where the property is located.

How long does probate or estate administration take in Malta?

Timelines vary with the estate s complexity. Simple estates can be administered in a few months, while complex estates - especially those with property, debts to resolve, or disputes among heirs - may take a year or longer. Administrative and court steps, as well as obtaining valuations and paying any duties, influence how long the process takes.

How can a will be challenged?

Common grounds for challenging a will include lack of testamentary capacity, undue influence, fraud, and failure to respect required formalities. Reserved heirs may also challenge a will if their legally protected share is not respected. Early legal review when drafting a will reduces the risk of successful challenges later.

How much does it cost to make a will or to get legal help?

Costs vary with the complexity of the estate and the professional you use. A simple will will cost less than a complex cross-border or business succession plan. Expect to pay for drafting, notary or registration fees, and possibly for probate administration after death. Ask for a written fee estimate before instructing a lawyer or notary.

Can I appoint someone to look after my affairs if I become incapacitated?

Yes. You can prepare complementary documents such as powers of attorney or advance directives to appoint trusted persons to manage financial or health decisions if you lose capacity. These are separate from a will and should be prepared carefully to meet legal standards.

What documents should I bring to a first meeting with a lawyer about my will?

Bring identification documents, marriage or civil partnership certificates, birth certificates for children, title deeds or property documents, recent bank and investment statements, insurance policies, business ownership documents, existing wills or trusts, and any beneficiary designations. A clear list of assets and contacts for beneficiaries and executors saves time and cost.

Additional Resources

For authoritative information and assistance in Malta, consider the following resources:

- Chamber of Advocates - for referrals to qualified succession and estate lawyers.

- Notarial practice - notaries can prepare and hold wills and assist with formalities.

- Courts of Malta and Registry services - for information on probate and registration of documents.

- Land Registry and Registry of Deeds - for matters involving immovable property.

- Commissioner for Revenue - for information about any duties, taxes or fees related to transfers of property and other assets.

- Legal aid or pro bono services - if you need assistance and have limited means, enquire about legal aid availability.

- Local municipal offices in St. Julian s - for guidance on local administrative requirements and contacts.

Next Steps

If you need legal assistance with a will or succession planning in St. Julian s, consider this practical roadmap:

- Take stock of your assets and liabilities - make a clear list of property, accounts, policies and business interests.

- Identify your desired beneficiaries and a trusted executor or administrator, plus alternates.

- Gather key documents - IDs, certificates, title deeds, account details and any existing testamentary documents.

- Book an initial consultation with a Maltese lawyer or notary experienced in succession and probate. Ask for a written fee estimate and timeline.

- Discuss reserved-share implications and any cross-border issues so your plan is legally effective and minimises future disputes.

- Prepare and sign the will following legal formalities - consider safe storage with a notary or a secure location and ensure your executor knows where to find it.

- Review your will after major life changes - marriage, divorce, births, deaths, significant asset changes or relocation.

Getting professional advice early helps protect your wishes and your family s future. If you are ready to proceed, contact a qualified lawyer or notary in St. Julian s for a tailored consultation.

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Disclaimer:
The information provided on this page is for general informational purposes only and does not constitute legal advice. While we strive to ensure the accuracy and relevance of the content, legal information may change over time, and interpretations of the law can vary. You should always consult with a qualified legal professional for advice specific to your situation. We disclaim all liability for actions taken or not taken based on the content of this page. If you believe any information is incorrect or outdated, please contact us, and we will review and update it where appropriate.