After a death: the first steps and an inheritance order or probate order

The first steps

There is no need to rush with everything. These are the things worth doing soon: - Get a death certificate. - Report to the National Insurance Institute (ביטוח לאומי) and to any bodies that pay a pension, so that no debts build up. - Look for a will, if there is one. - Do not take money out of the deceased person's account before there is an order.

• ☐Death certificate
• ☐Notice to the National Insurance Institute
• ☐Searching for a will (at home, with a lawyer, at the Registrar)
• ☐A list of all accounts and assets

An inheritance order or a probate order

For the heirs to receive money or register a property in their name, they need an order from the Registrar of Inheritance (הרשם לענייני ירושה). - If there is **no will**: you apply for an **inheritance order** (צו ירושה). - If there **is a will**: you apply for a **probate order** (צו קיום צוואה). Usually you submit the request with a death certificate, and there is a fee. You can also submit it online. According to information we found, submitting online gives a discount, but the amounts were not verified here.

• ☐Death certificate
• ☐ID cards of the heirs
• ☐The original will, if there is one
• ☐Payment of the fee

If someone objects

Family members can submit an objection to the request. The matter then goes to court. In that case it is worth getting help from a lawyer.

After you have an order

With the order you go to the banks, the pension funds, and the Land Registry (רשם המקרקעין) to transfer the assets. You can also check for forgotten bank and pension accounts (see the guide on registering assets).

Stages of handling your claim

1. Request submitted
2. Under review
3. Notice published
4. Order issued
5. Assets transferred