In all cases

A valid identity document (national identity card or passport) for each person concerned.
Family record book (livret de famille), marriage contract or PACS agreement, divorce judgment where applicable.
Recent proof of address.
Your latest tax notice when the project has a tax dimension (estate planning, investment, company).
Your questions, objectives and desired timetable, written down in advance.

Property sale or purchase

You are selling

The office will send you a seller’s questionnaire. Please return it to us completed so that we can prepare your file.

The notary checks the chain of title and informs the buyer about the property.

Title deed
Technical surveys file (diagnostics)
Co-ownership regulations, statement of division and amendments
Minutes of the last three general meetings
Latest service charge demands, amount of property tax
Any outstanding loan on the property (repayment schedule)
Current leases if the property is let
If the property has been let: the last lease and documents relating to the tenant’s departure
If the property is in a co-owned building: the managing agent’s (syndic) contact details
For works that may fall under the ten-year builder’s warranty (garantie décennale): invoices from the contractors involved
For works requiring authorisation from the co-owners or under planning rules: copies of the authorisations obtained, in particular minutes of general meetings, building permits or prior declarations

You are buying

The office will send you a buyer’s questionnaire. Please return it to us completed so that we can prepare your file.

These documents help the office understand your project, its financing and its timetable.

Preliminary sale agreement or promise already signed, where applicable
Financing plan: personal contribution, planned loan or loan offer
Contact details of your bank or broker
Marital status (marriage contract, PACS)
If you are buying through a company: articles of association and Kbis extract, or draft articles if the company is being set up

Real estate law

Marriage, PACS, divorce, protecting a loved one

Marriage contract or PACS

Identity documents of both future spouses or partners
Planned date and place of the wedding or registration
Description of each person’s assets (property, debts, income)
Any children from a previous relationship
Any earlier contract or agreement

Divorce, separation, protection

Marriage contract or PACS agreement
Divorce agreement or judgment, draft agreement
List of community or jointly owned property and title deeds
Outstanding loans and recent bank statements
For a lasting power of attorney: identity of the person to be protected and of the intended attorney

Family law

Inheritance, gifts, wills

Settling an estate

Death certificate
The deceased’s family record book, marriage contract, divorce judgment
Any known will, gift between spouses or earlier gifts
Title deeds to real estate
Bank account and investment statements, life insurance policies
Latest tax notices, debts and outstanding bills
Names and contact details of the heirs

Gift or will

Identity documents of the donor and the beneficiaries
Title deeds or statements for the assets concerned
Gifts already made
Full family situation (children, spouse, partner)
Your wishes for the distribution, even provisional ones

Inheritance and gifts

Company, business, lease

Setting up or amending a company

Identity and marital status of the partners
Project: business activity, allocation of capital, planned contributions
Articles of association and Kbis extract for an existing company
Any existing shareholders’ agreement

Transfer of shares, of a business or a lease

Letter of intent or agreement in principle
Articles of association, Kbis extract, latest annual accounts
Current lease and its amendments
Inventory of equipment and contracts transferred
Title deed to the premises if they are also being sold

Business and company law

How to send your documents

After your first contact, the office will tell you which documents to provide and how to send them. Please do not attach confidential documents to the website’s contact form. Depending on the matter, you may be asked for the originals at an appointment or at the signing.

On the day of the appointment

The first appointment usually lasts between thirty minutes and one hour. You explain your situation and the notary outlines the possible solutions, the stages, the time limits and an estimate of the costs. You leave with a precise list of what remains to be gathered. The appointment can take place at the office, by telephone or by video call.

These lists are indicative: they do not replace the specific requests the office will send you after reviewing your matter.

Prepare your appointment