Inheritance actions: 12 tips from a lawyer

What you can do if the wrong person has inherited after probate
A close relative has died, probate is complete and the court has awarded the inheritance. Later, another will appears, doubts arise about the validity of a will, or someone who should have inherited under an earlier will has been overlooked.
An inheritance action (Erbschaftsklage) may help. It seeks transfer of all or part of the inheritance to the person with the better entitlement. The law uses terms such as Einantwortung, the formal transfer of the estate, and Abtretung der Erbschaft, its surrender to the rightful heir. Put simply: who is the correct heir?
This is not a routine lawsuit. It often concerns old documents, family conflicts, medical records and conversations from years earlier, alongside deadlines and significant cost risks. It is important to identify early what can legally be achieved and what evidence exists.
If something seems wrong with an inheritance, seek advice promptly. Experienced inheritance lawyer Mag. Patrick Maydell, LL.M. offers a free initial telephone assessment to clarify whether an inheritance action is appropriate, which documents are missing and whether a deadline requires urgent action.
1. What is an inheritance action?
It is a claim against the person to whom the court has already awarded the estate. The claimant must assert a better or at least equally strong inheritance right. The action may concern the entire estate or a share.
Einantwortung means that the probate court has determined the heir and legally transferred the estate to that person. Once that decision is final, a later claim to inheritance is generally pursued through an inheritance action.
The action concerns the inheritance as a whole or the claimed share. It is therefore generally unnecessary to list every asset in the claim. The estate includes liabilities as well as assets.
2. Before or after probate is complete?
Timing is decisive. While probate continues, competing inheritance rights are generally determined within those proceedings, where the court examines the rights asserted and the evidence.
Once the estate has been finally awarded, a later asserted better right generally requires a civil inheritance action.
Practical tip: do not delay objections even while probate is ongoing; claims can still become time-barred. Submit wills, messages and other important documents as early as possible.
3. When may an inheritance action be appropriate?
Typical situations include:
- a will discovered only after probate;
- several wills with uncertainty about which applies;
- serious doubts about the deceased's understanding when making the will;
- a will not written entirely by the testator potentially failing formal requirements;
- a will that may have been forged, substituted, destroyed or deliberately suppressed;
- a person potentially unworthy to inherit because they intentionally frustrated the true last wishes.
Not every inheritance dispute is an inheritance action. A person seeking only a compulsory share pursues a monetary claim rather than heir status. A claim to a single asset may also require another action. Choosing the wrong remedy can waste time and money.
4. What must the claimant prove?
It is not enough to attack the opponent's entitlement: the claimant must prove their own inheritance right.
For example, proving that the will favouring the appointed heir is invalid does not automatically win the case. The claimant must also show why they should inherit, perhaps under an earlier valid will or intestate succession.
The Supreme Court is clear: the claimant must establish a better or equivalent right of their own. Merely showing that the defendant should not inherit is insufficient. Before suing, examine both the weaknesses in the other party's right and the basis of your own.
5. What can the action achieve?
If successful, the defendant must surrender the inheritance or relevant share to the rightful heir. This is more than a statement on paper: the judgment corrects the earlier allocation of the estate.
The claim can cover the entire inheritance or a share even if every account, asset or debt is not yet known when proceedings begin. An estate's full extent often becomes clear only later.
Whether additional steps are required for property, accounts or assets already sold must be assessed individually.
6. When is a will invalid?
One common issue is testamentary capacity. The person must understand the meaning and consequences of their disposition and act accordingly: who will receive what after death and what that decision entails.
Doubts may arise with advanced dementia, serious confusion or impairment through illness or medication. A diagnosis alone does not decide the case. The person's actual condition at the precise time of making the will is decisive, making contemporary medical records and specific observations especially important.
Formal errors may also matter. A will not written entirely by the testator is subject to strict rules on signatures, a handwritten declaration and witnesses. Small details can be legally significant, so the original document should be examined.
7. What does unworthiness to inherit mean?
It broadly means being excluded from inheritance because of particularly serious misconduct. Statutory grounds include intentionally frustrating or attempting to frustrate the deceased's true last wishes.
This can involve forging, altering, destroying or suppressing a will, and may also include deliberately preventing proper application of intestate succession. Precise facts and intention are always crucial.
This is a serious allegation. Suspicion is insufficient; concrete documents, messages, witness evidence or unusual events surrounding the will are needed.
8. What deadline applies?
Inheritance claims generally have a three-year limitation period starting when the entitled person knows the facts supporting the claim, with an absolute maximum of thirty years from death.
The three years do not wait until every piece of evidence is secured or every legal issue resolved. Knowledge sufficient to bring a claim with a reasonable prospect of success is enough. When that point is reached depends strongly on the case.
Do not assume negotiations automatically stop time running. Their effect is legally delicate and can depend on how promptly proceedings follow failed talks. Calculate and record the deadline early.
9. Which evidence is particularly important?
Details often decide inheritance cases. Preserve:
- all wills and other testamentary declarations;
- the order transferring the estate and key probate documents;
- medical records around the date of the will;
- messages, emails and letters showing last wishes or possible influence;
- names and contact details of people who personally observed the deceased's condition or statements;
- documents about accounts, property, gifts and transactions already completed.
Medical expert evidence is often important for capacity disputes. The expert was not present when the will was made and relies on records and precise observations. General statements such as “he was very forgetful” are less useful than dated, concrete examples with context.
Practical tip: do not alter original documents, write on them or attach anything. Keep them safe and use copies or scans for everyday work.
10. What happens to the assets during proceedings?
After formal transfer, the recorded heir can generally dispose of inherited assets. Selling property or transferring money can create problems. The law protects good-faith purchasers from an apparent heir under certain conditions.
If a specific sale or transfer is threatened, urgently assess whether protective court measures are available and useful. They have their own requirements and are not automatic.
Delay can be risky. Inform me immediately of a planned sale, gift or substantial transfer.
11. What costs arise?
Costs primarily depend on the value of the disputed estate or share. They include court and legal fees and, depending on the issues, experts, witnesses or translations.
In Austrian civil litigation, a party that loses entirely generally reimburses the opponent's necessary costs. Partial success normally leads to proportionate allocation or offsetting. Recoverable costs follow statutory rules and do not necessarily match every arrangement with your own lawyer.
Before suing, discuss prospects, the amount in dispute, potential expert evidence and cost risks. An honest litigation assessment is part of the advice.
12. Which mistakes should you avoid?
The most common mistake is waiting too long, particularly as the starting point of the three-year period is often disputed.
Another is concentrating solely on weaknesses in the opponent's inheritance right without proving your own. Vague allegations such as “the will cannot be right” are also unhelpful. Courts need precise facts: what was wrong, when, who was present and which document or message supports it?
Finally, a successful claim does not automatically resolve every practical consequence. Accounts, property, assets already sold or foreign assets may require further steps.
What you can do now
Collect available key documents: the estate transfer order, wills, correspondence, medical records and a short chronology. Record when you learned each relevant fact, as that date can matter for limitation.
Then clarify:
- Has probate finally concluded?
- What is the basis of your own inheritance right?
- Which facts challenge the other person's right?
- What evidence exists and what still needs securing?
- When might limitation have begun?
- Is a sale or transfer of assets threatened?
Early assessment can prevent an expensive, hopeless case or show why urgent action is necessary.
Free assessment of an inheritance action
Do you doubt a will, were you overlooked in probate, or did you only later discover a possible inheritance right? I review your documents and evidence and discuss prospects, risks and next steps.
Arrange a free initial telephone conversation with Mag. Patrick Maydell, LL.M. I look forward to hearing from you.
Mag. Patrick Maydell, LL.M.
Attorney at Law
Neustiftgasse 17/1/9
1070 Vienna
Telephone: +43 1 2954251
office@maydell-law.at
Categories: Inheritance law
Tags: Inheritance action, Will





