Habilitação de herdeiros: the first step of every Portuguese estate

Updated 3 August 2026
Where does the law stand today? Passed in the final parliamentary vote on 17 July 2026. It also applies to estates already open and still undivided. It now awaits presidential promulgation and implementing decrees — it is not yet in force. Now is the time to prepare your file.

The habilitação de herdeiros is Portugal's deed of heirs — the official document establishing who inherits. Without it you cannot sell, register property or access accounts in Portugal. It is the mandatory starting point, and no American or British probate document can replace it.

Where it is done

At a Portuguese notary, at the public Balcão das Heranças desk (heirs' deed + division + registrations in one appointment), or in some cases at the registry office. The declarant is usually the "cabeça-de-casal" — the surviving spouse or closest heir.

Documents needed (seen from abroad)

  • Death certificate — if issued abroad, it needs an apostille and usually a certified translation;
  • Birth/marriage certificates proving kinship — same apostille rules for foreign documents;
  • Any will (Portugal's central registry is checked);
  • A Portuguese tax number (NIF) for every heir — obtainable remotely;
  • ID documents for all heirs.

Costs and timing

The deed itself typically costs €150–€375 (notary or Balcão), plus certificates, apostilles and translations. Do not confuse it with the estate's tax filing in Portugal (stamp-duty return), due within 3 months of death — late filings can be regularised, with possible fines.

Doing it all from abroad

A power of attorney signed at a Portuguese consulate (or notarised locally and apostilled) lets a lawyer or relative handle everything in Portugal. HERDA provides the exact checklist for your country, obtains NIFs, and coordinates independent partner lawyers — no flights required.

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This guide is general information and does not constitute legal advice. For legal acts, HERDA works with independent partner lawyers. Law status verified at the date of publication.