Optimaite
Practice management software for Inheritance Law

Inheritance Law

Will, forced share, tax — AI calculates while you guide the family through proceedings.

Optimaite Law reads handwritten and notarial wills, checks formal validity, calculates heir and forced-share quotas, computes inheritance tax with allowances and classes — and supports estate administration including securities inventory, real-estate valuation and gift offsets.

Signature workflows

Where AI saves the most time in Inheritance Law

01 / 03

Will interpretation with BGH line

AI tests formal validity (holographic, notarial, witness will), interprets clauses under §§133, 2084 BGB and shows relevant BGH case law.

02 / 03

Calculate forced-share claim

From estate value, statutory share and gifts in the past 10 years AI computes the forced-share claim under §§2303-2308 BGB.

03 / 03

Inheritance tax optimisation

Tax class, allowances, family-home privilege, business-assets exemption — AI shows optimisation potential pre-inheritance (with tax advisor).

Sources the AI uses

Statutes & case law

Optimaite never cites invented docket numbers. Every reference has a full-text source.

Citable sources
  • BGH IV ZR — inheritance, forced share
  • §§1922-2385 BGB — inheritance
  • §§2303-2338 BGB — forced share
  • ErbStG — inheritance tax
  • §§2197-2228 BGB — executor
FAQ

Questions about Inheritance Law

Alles Wichtige zu Betrieb, Sicherheit und Einstieg — kurz beantwortet.

Ihre Frage ist nicht dabei?

Wir zeigen Ihnen die Plattform gerne live und beantworten alles Weitere im persönlichen Gespräch.

Demo buchen

Optimaite Law

See Inheritance Law with AI — live.

A 30-minute demo on one of your typical matters. We walk the AI workflows through your own file.

14 Tage kostenlos testen · Keine Kreditkarte · DSGVO-konform

Contact

Let's talk

Ready for the next step? Tell us about your project and we'll show you how Optimaite can help.

By submitting, you agree to our Privacy Policy .