Forced Heirship Countries and Rules Explained

Forced heirship is a legal doctrine in many countries that limits how you can distribute your estate, requiring a fixed portion to be passed on to certain heirs regardless of the terms in your will.

For expats and high-net-worth individuals with international assets, understanding forced heirship countries and how their rules differ is crucial for effective estate planning.

In this article, we explore key questions and concepts, including:

• Forced heirship law definition
• Countries with forced heirship laws
• What are common law jurisdictions?
• What countries use primogeniture?

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What Is Forced Heirship?

What Is Legitime?

The concept of legitime refers to the legally reserved portion of an estate that must be allocated to forced heirs.

The percentage and qualifying heirs vary by country. For example:

• In France, children are entitled to up to 75% of the estate, divided equally among them.  
• In Saudi Arabia, under Sharia law, both sons and daughters must inherit, though sons typically receive twice the share of daughters.
• In Spain, two-thirds of an estate may be reserved for heirs, with one-third distributed equally and another third given to one or more heirs at the testator’s discretion.

Forced Heirship Rules

Forced heirship rules establish clear legal entitlements for specific family members upon a person’s death.

These rules override the deceased’s wishes if a will attempts to exclude or minimize the share of a forced heir.

Who Are the Forced Heirs?

In most countries with forced heirship laws, children and spouses are the primary protected beneficiaries.

In some systems, parents and even grandchildren can also be classified as forced heirs, depending on survivorship and the deceased’s marital or parental status at the time of death.

Penalties for Breaching Forced Heirship

Attempting to bypass forced heirship such as through lifetime gifts, offshore trusts, or unequal wills, can lead to legal challenges and court-ordered clawbacks.

In many civil law systems, heirs can sue to recover their reserved portion, even if the estate has already been distributed.

For example:

Suppose a wealthy expat living in Spain tries to leave all their wealth to a second spouse, excluding adult children from a prior marriage.

Under Spanish law, this would breach forced heirship. The children could legally demand their reserved share, overriding the will.

1.   Civil Law Jurisdictions

Many civil law countries in Europe apply strict forced heirship rules.

These laws are designed to protect family interests and ensure that heirs receive a minimum guaranteed share, regardless of the testator’s personal wishes.

Forced Heirship France

Under French law, a portion of the estate (known as the réserve héréditaire) must go to children. If the deceased has:

• One child: 50% of the estate is reserved.
• Two children: 2/3 must be reserved.
• Three or more: 3/4 must be reserved.

Forced Heirship Spain

In most of Spain (under the national Civil Code), two-thirds of an estate is subject to forced heirship:

• One-third must be equally distributed among the children.
• Another third can be given to one or more children.
• The final third is freely disposable.
  Note: Autonomous communities like Catalonia and Navarra have their own inheritance laws with more flexible rules.

Forced Heirship Italy

Italian forced heirship rules reserve:

• 50% for one child,
• 2/3 for two children,

Surviving spouses and parents may also have rights depending on family composition.

Forced Heirship Germany

Heirs entitled to a compulsory portion (Pflichtteil) can claim half of what they would have inherited under intestate succession. This right is financial. It’s not a claim to physical property.

Forced Heirship Switzerland

As of a 2023 reform, forced heirship protections have been reduced, allowing more testamentary freedom. Children now have 25% of the estate reserved (down from 50%).

Forced Heirship Portugal

Children are entitled to half of the estate if there is a surviving spouse, or 2/3 if no spouse survives. The rules also apply to ascendants if there are no descendants.

These forced heirship laws are particularly relevant to expats and high-net-worth individuals with cross-border assets, especially those accustomed to the greater flexibility allowed in common law countries.

2.   Islamic Law Countries

In many Islamic countries, forced heirship is not just a legal concept but a religious obligation.

En distribution of an estate is governed by Sharia (Islamic law), which prescribes specific shares for heirs based on Quranic injunctions.

Testamentary freedom is severely limited or nonexistent in most cases, especially where Sharia is the sole source of inheritance law.

Key Features of Forced Heirship Under Islamic Law

• Prescribed shares:
  Spouses, children, parents, and sometimes siblings or even grandchildren are guaranteed specific portions of the estate.
• Limited testamentary freedom:
  A person may only bequeath up to one-third of their estate through a will, and even this can be overridden if it conflicts with Sharia principles or the consent of heirs is not obtained.

What is the inheritance law in Saudi Arabia?

Inheritance is strictly governed by Sharia. There is no concept of a will that can override the forced distribution, except for bequests within the one-third limit and only to non-heirs.

Forced Heirship United Arab Emirates (UAE)

Muslim residents are subject to Sharia inheritance rules by default.

However, non-Muslim expatriates can register wills under DIFC or ADJD systems to bypass Sharia, allowing more control over asset distribution.

Iran Forced Heirship

As an Islamic Republic, Iran strictly applies Ja’fari (Shia) jurisprudence. The state directly enforces Quranic distribution, and testamentary discretion is minimal.

What is the inheritance law in Egypt?

Islamic inheritance law forms the basis of Egypt’s Civil Code.

While there’s a formal probate system, courts enforce Sharia shares. However, expats can sometimes use foreign wills if formally recognized.

What are the inheritance rules in Malaysia?

Inheritance laws differ between Muslims and non-Muslims. Muslims must follow Faraid (Islamic inheritance rules), while non-Muslims follow civil law.

Muslims may draft a wasiyyah (Islamic will), but again, it cannot exceed one-third of the estate unless heirs consent.

Dual Legal Systems and Sharia-Compliant Wills

In countries like the UAE and Malaysia, there are dual legal systems allowing some flexibility for expats. For example:

• Expatriates can register wills under common law frameworks (like DIFC in Dubai) to avoid Sharia-based forced heirship.
• Sharia-compliant wills (wasiyyah) are typically used to distribute the non-forced one-third of the estate and must not benefit Quranic heirs unless approved.

3.   Mixed or Modified Forced Heirship Systems

While some countries maintain strict forced heirship rules, others have developed hybrid models that blend civil law protections with varying degrees of testamentary freedom.

These mixed or modified systems offer more flexibility and may allow individuals to partially bypass heirship constraints through planning tools, court approvals, or beneficiary consent.

Forced Heirship Japan

Japan’s Civil Code grants compulsory shares (known as reserved portions or ryūbun) to immediate heirs, such as spouses and children.

• Heirs can claim these shares after probate, but testators are not obligated to distribute assets accordingly in the will itself.
• Effective mitigation: Lifetime gifts or trusts may reduce the estate subject to forced claims.

Forced Heirship Brazil

Under Brazilian law, 50% of an estate must go to legal heirs, typically spouses, descendants, or ascendants.

• The remaining 50% may be distributed freely by the testator.
• Planning tip: Brazilian courts often recognize foreign wills with respect to assets located in Brazil.

Forced Heirship Scotland (UK)

Scotland operates under a distinct legal system from the rest of the UK.

Forced heirship exists through “legal rights,” allowing spouses and children to claim part of the moveable estate (not real estate).

• These rights apply even if excluded from the will.
• Planning strategy: Convert assets into immoveable property or rely on spousal contracts.

Forced Heirship Québec (Canada)

Québec’s Civil Code includes obligatory support rather than strict forced heirship.

• Dependants (e.g. spouses, minor children) may claim financial support if left out of the will, but the estate is not rigidly split.
• There is more room for discretion compared to European civil law countries.

Forced Heirship Louisiana (USA)

Louisiana’s Napoleonic Code heritage makes it unique among US states. It imposes forced heirship rules for:

• Children under 24 or those with disabilities.
• These heirs are entitled to a portion of the estate (usually 25–50%, depending on the number of heirs).
• However, forced heirship can be waived or avoided with careful planning and certain trust structures.

Why This Matters for Expats and HNW Individuals

These jurisdictions often attract high-net-worth individuals due to family ties, citizenship rights, or property holdings.

Understanding how much control you retain over your estate is critical in planning, especially when dealing with:

• Cross-border inheritance
• Multijurisdictional wills
• Property ownership in mixed legal systems

Where opt-outs or planning tools exist, proactive structuring such as lifetime gifting, trusts, or dual wills, can help preserve testamentary intent while meeting local legal obligations.

Common Law Countries

In contrast to civil law and Sharia-based systems, many common law countries grant individuals the freedom to distribute their estates as they wish.

UK (England & Wales), USA (except Louisiana), Australia, Singapore (except for Muslims)

These countries generally do not impose forced heirship rules.

You can name anyone as a beneficiary, exclude children, or favor a single heir, provided the will is valid and clearly written.

Unlike in forced heirship countries, individuals in these jurisdictions are not legally required to leave any part of their estate to children or spouses.

However, family members may still contest the will if they were financially dependent on the deceased.

Can I leave all my money to one child?

Yes, in these jurisdictions (with caveats).

But courts in countries like the UK, Australia, or parts of the US may still override the will if a dependent spouse or child makes a successful claim for reasonable provision.

These legal challenges are based on fairness, not forced entitlement.

What countries are absolute primogeniture?

While not a form of forced heirship, absolute primogeniture is another type of legally defined inheritance order, primarily used in royal or noble succession.

Absolute primogeniture laws exist in countries such as Sweden, Norway, and the Netherlands.

These rules allow the eldest child to inherit, regardless of gender, replacing older systems that favored male heirs.

Though these succession laws apply mostly to royal families, they reflect wider cultural attitudes about gender equality in inheritance, and in some cases, may subtly influence public or private estate distribution norms.

Forced heirship vs primogeniture

Forced heirship dictates mandatory shares for multiple heirs, especially children and spouses, while absolute primogeniture follows a singular line of succession based solely on age and gender neutrality.

One prioritizes fairness in share; the other, order of succession.

Forced Heirship Pros and Cons

Pros:

• Protects children and spouses from disinheritance
• Ensures predictable estate division
• Reflects social values around family security

Cons:

• Limits testamentary freedom
• Can complicate estate planning across borders
• May lead to disputes among heirs if the estate structure is unclear

Estate Planning Considerations

What to do if you own property in forced heirship countries

If you own real estate, business interests, or other assets in countries like France, Spain, or the UAE, those assets may be subject to local inheritance rules regardless of your domicile.

To avoid unexpected distribution outcomes, expats should assess whether forced heirship laws will apply based on location, nationality, or residency.

Use of trusts, foundations, and prenups/postnups

In some jurisdictions, trusts or private foundations may offer a way to legally structure assets outside forced heirship regimes, though their effectiveness varies by country.

Pre- and postnuptial agreements can also define spousal rights and expectations, especially in mixed-nationality marriages.

For expats with property or family ties in jurisdictions with forced heirship, proactive estate planning is essential.

Because inheritance laws differ dramatically between countries, working with legal and tax professionals who understand cross-border estate planning is crucial. They can help you:

• Clarify where forced heirship applies
• Coordinate asset ownership across jurisdictions
• Reduce tax exposure through proper structuring

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Adam es un autor reconocido internacionalmente en temas financieros, con más de 830 millones de respuestas en Quora, un libro muy vendido en Amazon y colaborador de Forbes.