Practice software for
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.
- GDPR compliant
- §43e BRAO compliant
- Native beA integration
- §203 StGB compliant
- On-premise available
- Cloud in Germany
- Solo to large firms
Where AI saves the most time in Inheritance Law
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.
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.
Inheritance tax optimisation
Tax class, allowances, family-home privilege, business-assets exemption — AI shows optimisation potential pre-inheritance (with tax advisor).
Recommended modules
For Inheritance Law Optimaite delivers most value through these modules.
Legal foundations & case law
Optimaite never invents docket numbers. Every reference has a full-text source.
- BGH IV ZR — inheritance, forced share
- §§1922-2385 BGB — inheritance
- §§2303-2338 BGB — forced share
- ErbStG — inheritance tax
- §§2197-2228 BGB — executor
Frequently asked
Yes. Photo or scan is enough — the AI uses OCR + language model for handwriting. Illegible passages are flagged; final interpretation remains a lawyer's task.
Yes. The AI structurally queries gifts of the past 10 years (§2325 BGB), calculates annual decrement and integrates into the forced-share claim.
See Inheritance Law with AI live.
30-minute demo with one of your typical matters. We show the AI workflows live on your file.