Navigating Turkish Inheritance Law: A Comprehensive Guide for Expats for the year 2025
Turkey’s rich history, vibrant culture, and strategic position as a bridge between Europe and Asia have made it a magnet for expats, retirees, and international investors. However, the complexities of Turkish inheritance law—particularly its forced heirship rules and probate process—can pose significant challenges for foreigners. This in-depth guide explores how expats can prepare wills in Turkey, navigate legal implications, and ensure their assets are distributed according to their wishes.
Understanding Turkish Inheritance Law: Core Principles
Turkey’s inheritance system is governed by the Turkish Civil Code (TCC), which emphasizes family protection through mandatory reserved shares (“saklı pay”). Key principles include:
- Forced Heirship: A portion of the estate is reserved for spouses, children, and parents.
- Example: If you have two children, they are entitled to at least 2/3 of your estate, even if your will states otherwise.
- Statutory Heirs: If no valid will exists, assets are distributed in a fixed order: spouse and children → parents → siblings.
- Equal Treatment: Biological and adopted children have equal inheritance rights; stepchildren are excluded unless legally adopted.
Why Expats Need a Turkish Will
Foreigners often assume their home country’s will covers their Turkish assets. However, Turkish courts prioritize local laws, especially for real estate and businesses. Without a Turkish-specific will:
- Your estate may be distributed according to forced heirship rules, overriding your intentions.
- Heirs could face lengthy probate disputes and bureaucratic hurdles.
How to Prepare a Will in Turkey: Step-by-Step Guide regarding Turkish Inheritance Law
1. Choose the Type of Will
Turkey recognizes three main types of wills:
-
Official Will (Resmi Vasiyetname):
- Drafted and notarized before a Turkish notary public.
- Requires two witnesses and a sworn translator if the testator doesn’t speak Turkish.
- Most secure option: Legally binding and difficult to challenge.
-
Holographic Will (El Yazması Vasiyetname):
- Handwritten, dated, and signed by the testator.
- No witnesses or notary required.
- Risks: Vulnerable to disputes over authenticity.
-
Oral Will (Sözlü Vasiyet):
- Made verbally in front of two witnesses during emergencies (e.g., imminent death).
- Rarely used and subject to strict validation.
2. Draft the Will
Work with a bilingual Turkish lawyer to:
- Identify Assets: List property, bank accounts, investments, and digital assets (e.g., crypto) located in Turkey.
- Allocate the “Free Portion”: After reserving shares for protected heirs, specify how the remaining estate (e.g., 30–50%) should be distributed.
- Appoint Executors: Designate a trusted person or lawyer to manage probate.
3. Notarize and Register the Wilş
- For official wills, visit a Turkish notary with:
- Passport and Turkish tax number (yabancı kimlik numarası).
- Two witnesses (unrelated to heirs).
- The notary registers the will in Turkey’s Central Will Registry, accessible by courts after death.
4. Store and Update the Will
- Keep copies with your lawyer, family, and in a secure location.
- Revise the will after major life events (marriage, divorce, birth of children).
Legal Implications of Preparing a Will in Turkey
1. Forced Heirship Challenges
Even with a will, protected heirs can claim their reserved share in court. For example:
- A German expat’s will leaves his Istanbul home to his partner. His daughter, as a forced heir, can claim 50% of the property’s value.
Solution: Use lifetime gifts (subject to gift tax) or trusts (if recognized) to allocate assets outside the estate.
2. Cross-Border Conflicts
Turkish courts may override foreign wills for local assets. To avoid conflicts:
- Draft separate wills for Turkish and foreign holdings.
- Include a “professio juris” clause (for EU citizens) to elect home country law under the EU Succession Regulation.
3. Probate Delays
Without a clear will, heirs must petition Turkish courts for a Certificate of Inheritance (Veraset İlamı), which involves:
- Translating and notarizing foreign documents (e.g., death certificates).
- Proving heirship through birth/marriage certificates.
- Resolving disputes among heirs.
Average timeline: 6–18 months.
4. Tax Considerations
- Inheritance Tax: Turkey imposes no tax on transfers to spouses, children, or parents. Other heirs pay 1–10%, based on relationship and value.
- Gift Tax: Transfers during the testator’s lifetime are taxed at 10–30%.
- Double Taxation: Some countries (e.g., the U.S.) tax inherited Turkish assets. Consult a tax advisor.
FAQ: Addressing Expats’ Top Concerns
Q: Can I exclude my spouse from my Turkish will?
A: No. Spouses are entitled to 25% of the estate if there are children, or 50% if there are none.
Q: Is a digital will valid in Turkey?
A: Not yet. Turkish law requires physical documentation or notarized electronic wills.
Q: What happens if I own property jointly with a non-heir?
A: Jointly owned property typically passes to the surviving owner, bypassing inheritance rules.
The Probate Process: A Detailed Breakdown
- Death Certification: Obtain a Turkish-translated death certificate.
- Court Petition: Heirs or executors file a probate request with local courts.
- Asset Valuation: Properties and accounts are appraised for tax purposes.
- Debt Settlement: Outstanding debts (e.g., mortgages, utilities) are paid from the estate.
- Distribution: Remaining assets are allocated per the will or statutory rules.
Costs: Expect fees for court filings, translations, and legal representation (3–5% of estate value).
Why Legal Expertise is Non-Negotiable
A qualified Turkish lawyer can:
- Navigate forced heirship rules to maximize your testamentary freedom.
- Draft bilingual wills that comply with local and international laws.
- Represent heirs in court to expedite probate.
Conclusion: Safeguarding Your Legacy in Turkey
For expats, Turkey offers a unique blend of opportunity and cultural richness. Yet, its inheritance laws—rooted in familial protection—demand careful planning. By drafting a Turkish will, understanding tax implications, and partnering with experienced legal counsel, you can ensure your legacy reflects your wishes, not statutory defaults.
Inheritance planning is more than a legal formality; it’s an act of care for those you leave behind. Whether you’re a retiree in Fethiye, an entrepreneur in Istanbul, or a digital nomad in Cappadocia, taking proactive steps today secures peace of mind for tomorrow.