What You Need to Know About Israeli Probate of a US Will
In the US, you can create a trust in order for your heirs to avoid a long a probate and in many cases tax. In order to transfer inherited assets to your legal heirs in Israel, there is no way to bypass probate, regardless of any trust/s.
If you have a US will which bequeaths Israeli real estate to your heirs, or if you bequeath a second home in Israel to your heirs, you cannot transfer Israeli property or any financial assets to your heirs without submitting a probate petition in order to get an Israeli probate court order, which includes dealing with the Israel Land Registry.
Your US will has to be probated through an Israeli family court. The required document to accomplish this is in Israel is called a Probate Petition. If you are a beneficiary to a US will, you need to engage the services of an Israeli attorney. Our firm will advice you to assemble the necessary paperwork and file the petition in an Israeli court.
So what documents are you required to provide in order to begin the Israeli probate of a US Will?
Here is a complete list:
1. In order to verify ownership of the Israeli real estate you will need a Title Extract from the Israel Land Registry.
2. You will need the original US will, duly signed, witnessed and notarized.
3. You must produce an original of the death certificate of the deceased with an Apostille.
4. If any beneficiaries have predeceased the decedent, you will need to produce those death certificates.
5. A Petition for Validation. We will need to translate the Hebrew form into English.
6. A Power of Attorney valid in Israel. This is necessary in order for your Israel attorney to represent you in an Israeli court.
7. Legal notices posted in US and/or Israeli newspapers.
8. A certified Hebrew draft of the final probate order issued by an Israeli court.
9. If the will has already been probated in the US, you will need a certified copy of the US probate order.
10. An FLC Foreigner Legal Opinion on the relevant US state law or any other country.
11. Finally, you will need to produce affidavits of certification.
What if you can’t locate or produce an original copy of the US will?
In such cases, we will need to file a separate petition with an Israeli court, requesting permission to submit a photocopy of the original will. In most cases, the Israeli
court will require additional affidavits which prove that this is a true and legitimate copy of the original will, and will have to provide a good argument why the original cannot be produced.
If you cannot produce an original copy of the will, there will be additional small court fees. Also, the process will take longer than if you had produced an original will.
We are located in Tel Aviv with offices in New York and Los Angeles, California. We invite you to schedule a complimentary consultation with our firm to learn how we can solve your Israeli legal and probate matters.
Israeli Probate of a US Will
Israeli Inheritance Law
Israeli probate law
Israeli Real Estate Investors