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Inherited U.S. Assets

What heirs and executors outside the United States encounter when a U.S. account, property, or business interest passes to them.

What this topic covers

Inheritance across borders is largely an administrative problem before it is a tax problem. Documentation, identification, probate, and custodian requirements often determine the timeline.

Questions worth reviewing with a qualified professional

  • What does the U.S. custodian require from a foreign heir?
  • How is an inherited retirement account administered?
  • What clearances may an executor need before assets transfer?
  • How do two legal systems interact in one estate?

Related articles

Related guides

A guide to the administrative sequence heirs and executors outside the United States commonly encounter.

Price to be announcedComing soon

A worksheet for recording U.S. accounts, property, entities, and beneficiary designations in one place before a professional review.