The operating system of the succession law firm. Traceable. Verifiable. Signed.
The professional platform for lawyers, estate partitioners and notaries. Manage clients, mandates, succession cases and judicial partitions with full traceability, eIDAS signature and integrated CRM.
Why succession law firms lose time and clients
Without CRM, clients are lost
Leads arrive, are managed via email or WhatsApp, and then disappear. Without a clear pipeline, firms lose mandates every week.
Family conflicts over everyday assets
The mere presence of the grandfather's watch triggers impossible negotiations. Without a structured process, conflicts become entrenched.
Weeks of calls and emails
Coordinating three heirs for a simple decision takes longer than the negotiation itself. The chaos of communication exhausts everyone.
Lack of transparency in distribution
Without a clear and documented process, each party believes the other is gaining an advantage. Distrust blocks agreements.
Signatures delayed indefinitely
Obtaining signatures from all parties becomes a project in itself. One heir is always travelling.
Chaos of Excel, PDFs, and emails
Without a centralised system, traceability breaks down and defending the process against a subsequent challenge is nearly impossible.
Lex Partis solves all of this from first contact to final deed.
Try 14 days freeThe solution
LexPartis turns complex estate files into structured, visual and actionable information.
Automated legal analysis
Identifies parties, assets, succession institutions, applicable regional law and litigation risks from the first document loaded into the file.
Succession simulation and visualisation
Interactive family graph linked to the file. Simulate distribution scenarios, forced shares, collations and anticipate conflicts before litigation.
End-to-end case management
From death to notarial deed. CRM + 4 case types + eIDAS signature + immutable log with cryptographic hash on every action.
The platform
How a law firm works with LexPartis
Every module is designed for the real succession workflow. Nothing generic.
Close more mandates. Never lose a lead.
Kanban pipeline with Lead → Mandate → In progress states. Full client profile with fees, advance payments and linked documents. Never lose a potential mandate in an email inbox again.
Four case types. No step left blank.
Guided phase-by-phase workflow: inventory, valuations, partition memorandum, inheritance tax, signature and closure. 4 case types (Full, Judicial, Chattels, Out-of-court). Automatic tax deadline alerts and centralised documentation.
Expediente 360 — Sucesión Integral
3/6 fasesFallecimiento
Acta + inventario inicial
Inventario
23 bienes catalogados
Valoraciones
Peritaje Piso BCN: 385.000 €
Cuaderno particional
Pendiente de inicio
Liquidación ISD
Plazo: 6 meses (4 restantes)
Adjudicación y firma
Notaría: por confirmar
Visualise the family structure. Anticipate conflict.
Interactive family tree linked to the case file. Simulate inheritance scenarios with forced shares, collations and representation. Detect litigation hotspots before they reach court.
Grafo genealógico interactivo
Your legal assistant. Always available.
LexIA answers succession queries from lawyers, clients and heirs linked to the case file. Precise legal citations (Civil Code, regional laws, EU), auditable history and configurable quota limits per plan.
LexIA
Asistente jurídico sucesorio · Vinculado al expediente
Según el CC (art. 806 ss.) y los datos del expediente:
La masa hereditaria neta asciende a 482.700 €.
Legítima global (2/3): 321.800 € → 107.267 € por heredero.
Fuente: CC arts. 807, 808 y 820 · Expediente #2025-047
Coordinate heirs, notaries and clients. Without leaving LexPartis.
Interactive monthly calendar with appointment forms. Automatically generates Microsoft Teams video conference invitations. Organise heir meetings, initial consultations and notary appointments without leaving LexPartis.
Agenda · Mayo 2026
4 citas esta semanaJunta de herederos — López
Hoy, 16:00 · Exp. #047
Primera consulta — Romero
Mañana, 10:30 · Lead
Notaría Pérez & Asociados
Jue 29, 12:00 · Exp. #038
Seguimiento ISD — Sánchez
Vie 30, 09:00 · Exp. #051
Real-time distribution. Verifiable. Paperless.
Live distribution room with HMAC-SHA256 draw. Confidential preferences for each heir. Any third party can verify and reproduce the cryptographic draw. Tamper-evident log of every action.
Sala de Adjudicación
En vivoEverything signed. With full legal validity.
Partition memoranda, distribution records and professional engagement letters signed with advanced eIDAS. Full validity in all 27 member states. PDF records are ready to be incorporated into judicial proceedings without additional steps.
Firma eIDAS · Documentos
Nivel avanzadoCuaderno Particional — López
14 págs.
Acta de Sorteo HMAC-SHA256
3 págs.
Encargo profesional — Romero
2 págs.
Adjudicación — Sánchez, C.
8 págs.
Run your firm with real data.
Dashboard with key metrics: active cases by phase, close rate, upcoming deadlines and team activity. Identify bottlenecks, prioritise efforts and present results to partners at a glance.
KPIs del Despacho
23
Expedientes activos
+4 este mes
78%
Tasa de cierre
+6% vs ant.
3
Plazos próximos
en 14 días
Distribución por fase
Exp. #051 — ISD presentado
hace 2h
López — Firma completada
hace 5h
Nuevo lead: García, M.
ayer
Compare scenarios. Minimise tax impact.
Analyse the client's estate and compare scenarios —standard will, succession agreement, lifetime gift— with estimated inheritance tax impact. Identify the optimal scenario before the notary drafts a single line.
Comparativa de escenarios — Familia López
Sin planificación
Testamento estándar
Pacto sucesorio + donación
ÓPTIMOChecklist de planificación
Inventario patrimonial completado
Régimen económico matrimonial identificado
Escenario sucesorio seleccionado
Documento notarial generado
Regional tax impact, visible before it becomes fixed.
The Sucesiones 360 tax engine calculates the inheritance tax liability across all 17 autonomous regions simultaneously. A preventive succession planning tool: identify in advance which regional regime is most advantageous for each scenario and advise clients with objective data, traceable regulations and enough time to make informed decisions.
Comparativa ISD · Sucesión directa
Base: 380.000 €Madrid
Andalucía
Cataluña← activo
Galicia
País Vasco
C. Valencia
Bonificación media herederos directos · Simulación orientativa
Up-to-date regulations. Always at hand.
Real-time succession knowledge base: Supreme Court rulings, DGRN resolutions, regional regulatory changes and EU doctrine. Search by article, court or subject and link the result to the case file.
Normativa · Doctrina · Jurisprudencia
ActualizadoSTS 15/07/2024 — Pago en metálico de la legítima (art. 841 CC)
15 jul 2024
NuevoResolución: inscripción de adjudicaciones hereditarias con heredero único
3 may 2024
Llei 3/2024: modificació bonificacions ISD successió directa
12 mar 2024
CCAAReglamento UE 650/2012 — doctrina TJUE: professio iuris y residencia habitual
8 ene 2024
The right process for every inheritance
Every succession is different. LexPartis offers four specialised types, each with its own phase flow, documents and validations.
Full Succession (Integral)
The complete succession case, with or without a will (testate or intestate): from the post-mortem moment through to the definitive distribution of all assets. Covers the entire process ? opening, inventory, valuations, tax settlement, partition and delivery ? with full traceability at every stage.
- Testate and intestate cases, common and regional law
- Full inventory, valuations and inheritance tax (ISD) settlement
- Partition and notarial ledger with asset allocation engine
- Full traceability of every decision and document
Judicial Partition of Inheritance
For cases involving conflict between co-heirs or under judicial supervision. Complete management of the court-directed inheritance division procedure (LEC arts. 782?805): from preliminary steps to judgment, notarial protocolisation and tax settlement.
- Pre-litigation, registered letters and lawsuit
- Counter-partitioner operations and partition ledger
- Procedural incidents, resolutions and appeals
- Notarial protocolisation and registry registration
Distribution of Household Effects
For family distributions of personal and sentimental items without formal valuation. Fast, consensual and documented.
- Inventory without mandatory appraisal
- Distribution by lots with family consensus
- Family distribution certificate
- Fully adapted for sentimental objects
Out-of-court Agreements
For cases where, within ongoing judicial proceedings, the co-heirs reach agreements on the allocation or distribution of specific assets, avoiding a court ruling on those particular points.
- Partition ledger by agreement of the parties
- eIDAS signature on all consensus documents
- Guided process without mandatory conflict phases
- Documentation ready to be elevated to a public deed before a notary
From death to adjudication
A step-by-step guided flow for the lawyer, the notary and the heirs. No missed steps, no missed deadlines.
Death and case opening
Register the deceased and the title to succession — will or intestacy declaration. LexPartis automatically assigns the legal phases and statutory deadlines.
Heirs identified
Identify all persons called to inherit: heirs, legatees and forced heirs. The family graph visualises kinship and the succession order.
Acceptance or renunciation
Each heir decides whether to accept — unconditionally or with benefit of inventory — or to renounce. Formalised by signing the acceptance deed.
Inventory and valuations
Full catalogue of the estate's assets and liabilities. Expert valuations, registry certificates and linked documentation for each asset.
Heirs meeting
Meeting of the heirs to determine, review and validate the inventory. All agreements are recorded and linked to the case file.
Partition ledger
Preparation of the partition ledger: forced-share calculations, collation, allocation lots and monetary compensations. The engine detects indivisible assets.
Chattels distribution
Live distribution of household goods and movable property. Cryptographic draw (HMAC-SHA256) for the selection order, with each heir's confidential preferences.
Inheritance tax (ISD)
Self-assessment of inheritance and gift tax. Fiscal report with the liability per autonomous community, applicable reductions and allowances. Deadline: 6 months.
Deed, registration and delivery
Elevation to public deed before a notary. Registration in the Land Registry and cadastral update. Effective delivery of assets to each heir.
Who benefits from Lex Partis?
The platform adapts to every role: from the manager coordinating the process to the heir making decisions.
Close more cases per month than your competitors
The platform guides the process phase by phase, task by task, reducing management time by up to 70%. More cases, fewer hours.
Eliminate admin overhead
No coordination emails, no Excel, no manual PDFs. Everything in one centralised, traceable workflow.
Better client experience
Your clients experience a modern, transparent, digital process. A differentiating edge for your firm.
Everything you need to close the inheritance
CRM and Commercial Pipeline
Contact directory, client file, Kanban pipeline with statuses (Lead ? Active mandate ? Lost), mandates with linked signatures and fees.
Live adjudication room
Remote real-time participation. The manager coordinates selection turns from a single panel.
eIDAS electronic signature
All documents signed digitally with full legal validity across the entire European Union.
HMAC-SHA256 Draw
Selection order generated cryptographically. Any third party can verify and reproduce it.
Tamper-evident audit log
Append-only hash chain. Any historical manipulation is mathematically detectable.
Confidential preferences
Each party declares interests privately. Only the engine uses them to rank selection suggestions.
Adapted to regional law
Modes A�B�C�D and civil residency. Valid for common, Catalan, Aragonese, Navarrese law and more.
Bulk import from Excel
Upload the full inventory from a spreadsheet. Automatic row-by-row validation with error report.
Court-ready PDF records
Inventory, draw and adjudication: signed documents ready to file with the proceedings.
Agenda with Teams
Interactive monthly calendar with appointment form. Generates video conference invitations in Microsoft Teams with a single click.
Tasks with priorities
Manage office tasks with status (pending, in progress, completed), priority (Urgent, High, Normal, Low) and due date.
Office KPIs
Dashboard with office metrics: cases by phase, distribution by type, recent activity and upcoming deadlines.
Tools for the modern succession firm
Queries, regulations, registries and communications: everything a succession practice needs, in a single environment.
Succession Queries and LexIA
Smart assistant specialised in succession law. Answers queries from clients and heirs with per-case history, plan-based quota limits and full traceability.
Common, Foral and European Law
Coverage of the 8 foral regimes (Basque Country, Navarre, Catalonia, Aragon, Galicia, Balearic Islands?), common law and EU Regulation 650/2012 for cross-border successions.
LexNET and the Judicial Office
Integration with the electronic judicial notifications system to file briefs, lawsuits and procedural incidents directly with the court.
Access to Registries and e-Government Portals
Connection with the Land Registry, Civil Registry, Cadastre, Companies House and other public administrations from the platform.
Certified Mailings
Certified communications to heirs and parties with registered acknowledgment of receipt. Legal traceability of every notification sent: who, when and what content.
Genealogical CRM ? Families
Interactive family tree that groups deceased, heirs and spouses. Direct linkage with case files and CRM clients to keep family context always at hand.
Tax estimates aligned with the Spanish regulatory landscape
Lex Partis estimates, on an indicative basis, the Inheritance and Gift Tax, the municipal capital gains tax and the leg�timas (forced heirship) according to the applicable jurisdiction: common law, the eight foral regimes and EU Regulation 650/2012 for cross-border successions. Each calculation cites the rule applied, its effective date and a link to the official text.
What people usually ask us
Straight answers to the most common questions from professionals and heirs.
Any firm or professional managing succession proceedings: lawyers, estate partitioners and notaries. Whether you handle one case per month or manage a portfolio of dozens, the platform adapts to your volume and case type.
Yes. The CRM module integrates a contact directory (notaries, lawyers, experts), client profiles, Kanban pipeline with configurable stages (Lead ? Mandate ? Active Client ? Lost), professional mandate PDFs, signed document upload and fee management.
The platform includes the 360� Judicial Partition case type, designed for disputes between co-heirs. It manages pre-litigation (formal notices, summons), the lawsuit, the court-appointed partitioner, procedural incidents, the judgment and appeals, with LexNET integration for electronic filing with the court.
LexPartis generates the partition deed in PDF format ready to be executed as a public deed. The adjudication record, valuations and identity documents of the parties are exported in a structured dossier. The eIDAS signatures on pre-notarial documents serve as proof of consent from all parties before the notarial appointment.
Yes. The system includes specific modes for the main civil law bodies in Spain, with configurable applicable law clauses, civil domicile of the deceased and regional regulations. The succession calculator covers all 8 territories with their own regimes.
Yes. The legislation module covers EU Regulation 650/2012 for cross-border successions. The judicial partition includes a dedicated 'Cross-border element' track managing applicable law, professio iuris, apostille, parallel foreign proceedings and the European Certificate of Succession (ECS).
Yes. The signatures comply with eIDAS Regulation 910/2014 and are valid throughout the EU. The audit log and deeds (inventory, draw, adjudication, mandate) are accepted as documentary evidence in court.
Yes. LexPartis runs on EU infrastructure (Hetzner, Germany). Documents are stored encrypted at rest and in transit. Access is protected by 2FA (TOTP), role-based user controls and full audit logs. The platform is GDPR-compliant and provides data export and deletion tools to fulfil portability and erasure requests.
LexPartis has monthly and annual plans based on case volume and required modules. There is a 14-day free trial with full access; a card is required to start it, but no charge is made until the trial period ends. For firms with specific needs we offer a personalised walkthrough to find the right plan for your practice.
Four modalities: Full Succession (from death to adjudication), Family Personal Property Distribution, 360� Judicial Partition (full court process with lawsuit, judge, partitioner and final judgment) and Extrajudicial Distribution. Each type activates a specific flow with the corresponding phases, documents and validations.
Yes. LexPartis is multi-user by design. You can invite collaborators with distinct roles: Owner, Admin, Manager or Reader. Case assignment lets you delegate specific matters to team members, with deadline notifications and role-based access restrictions.
Yes. The inventory includes specific asset types for company shareholdings, listed shares, investment funds and business assets. The complex partition engine (CC art. 1056.2) automatically detects these assets and suggests adjudication to the business continuator with cash compensation to the remaining co-heirs.
The judicial partition includes a specific track for minors and persons with disabilities (Act 8/2021), with alerts for Public Prosecutor intervention, appointment of a judicial guardian in conflict-of-interest situations and judicial approval of the partition. The system also flags representation requirements and judicial authorisation for disposal of minors' assets.
Each case file has a deadline tracker tied to the date of death. The system automatically alerts before the voluntary ISD period expires (6 months) and before the extension deadline (another 6 months), indicating the competent body for each autonomous community or regional treasury. The tax module also covers the applicable regional and foral reductions and allowances.
Yes. Each heir receives a personal link and accesses from any device. The live adjudication room allows real-time participation in the distribution, without travel or in-person meetings.
LexIA is the AI-powered succession queries assistant built into LexPartis. It answers questions from clients and heirs about succession law, links queries to the relevant case file and keeps an auditable history of every interaction. Available on all plans with quota limits depending on the contracted tier.
LexPartis includes integrated access to the main e-government portals: Land Registry, Civil Registry, Cadastre, Companies House and LexNET for court communications. Access is made directly from within the case file, without switching tools.
Yes. You can create case files manually and enter the information you already have for your ongoing matters. For bulk migrations from other systems or Excel, the LexPartis team offers assistance with the initial import. Existing documents are linked directly to the case file or to the relevant phase.
Ready to modernize inheritance case management?
Book a personalised demo. We show you how Lex Partis fits your firm, your clients and the type of cases you handle.
No commitment. Response within 1?2 business days.