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Simulate an estate division adjustment

Compare a proposed distribution with confirmed inheritance shares. The result is an estate balancing amount, not a tax assessment.

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Simulate an estate division adjustment

Compare a proposed distribution with confirmed inheritance shares. The result is an estate balancing amount, not a tax assessment.

Rules and sources reviewed on .

Use only for a simple estate division where the shares apply to the same net estate being divided. The spouse's own share of matrimonial property and adjustments for earlier gifts, legacies, usufruct, debts and claims between heirs must already have been resolved outside this tool.

The calculator does not identify heirs, determine legal inheritance shares or resolve disputes. If these points are not yet confirmed, do not proceed with the calculation.

Spouse’s own share

Inheritance share and balancing payments

Estate assets less the debts and liabilities included in the agreement. Exclude the spouse's own share of matrimonial property. A negative net estate is not supported.

Examples: 1/2, 1/3 or 50%. Shares are not filled in automatically.

Value of the assets allocated to this person, after deducting the liabilities assigned to them in the agreement. Exclude balancing payments. In this version, each amount must be zero or greater.

Person 1
Examples: 1/2, 1/3 or 50%. Shares are not filled in automatically.
Value of the assets allocated to this person, after deducting the liabilities assigned to them in the agreement. Exclude balancing payments. In this version, each amount must be zero or greater.
Person 2
Examples: 1/2, 1/3 or 50%. Shares are not filled in automatically.
Value of the assets allocated to this person, after deducting the liabilities assigned to them in the agreement. Exclude balancing payments. In this version, each amount must be zero or greater.
Rules and sources used
Justiça — estate division and registrationOpen official sourcePortuguese Civil Code — earlier gifts and collationOpen official sourcePortuguese Civil Code — liabilities after estate divisionOpen official source

Understand the topic

Dividing an estate with property: options, balancing shares, taxes and registration

What changes when an estate is divided, how to agree values and payments to balance the heirs’ shares, when Portuguese property transfer tax (IMT) may apply, and the official costs.

Read the guide