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To make a will Austria residents can rely on, you need to satisfy specific formal requirements set out in the Austrian Civil Code (Allgemeines Bürgerliches Gesetzbuch, ABGB), choose the correct testamentary form, and, if you own assets in Germany or elsewhere, plan for cross‑border recognition. Ongoing public debate over inheritance taxation has pushed more people to ask whether they need a will at all and how best to protect their heirs. This guide sets out, in plain language, exactly how to draft, execute, store and revoke a valid Austrian will, what documents you need, what it typically costs, and how the rules interact with German succession law.
It is written for individuals and for private‑client advisers and executors who need a jurisdiction‑specific, step‑by‑step procedure rather than marketing copy.
This guide covers wills governed by Austrian law, with particular attention to Austria–Germany cross‑border families. It explains the valid forms of will, the formal execution steps, storage and registration options, revocation rules and how European and international instruments affect recognition. It does not provide individual tax advice: where inheritance tax or matrimonial property issues arise, consult a specialist. Nothing here substitutes for tailored legal advice on your specific estate.
Any person aged 18 or over who is capable of forming and expressing a rational decision has testamentary capacity under Austrian law. Persons aged 14 to 18 may make a will only in restricted forms (for example, orally or in writing before a court or notary). You do not have to make a will, Austrian law will still distribute your estate through the rules of intestate succession if you die without one. However, intestacy rarely reflects individual wishes, especially in blended or cross‑border families, and it offers no opportunity to arrange assets held in more than one country.
Where there is no valid will, the estate passes according to statutory intestate succession under the ABGB. In broad terms, the surviving spouse or registered partner and the children inherit first, in defined shares. If there are no descendants, parents and their line follow, then grandparents and their descendants. The surviving spouse’s share depends on which other relatives survive alongside them. Because these fixed shares cannot be tailored to your circumstances, most people with specific wishes should make a will.
Austrian law protects certain close relatives through the compulsory portion (Pflichtteil). Descendants and the surviving spouse or registered partner are entitled to a minimum value from the estate even if the will attempts to exclude them. The compulsory portion is a monetary claim against the estate rather than a right to specific property. When you make a will, Austrian practitioners will always calculate the likely Pflichtteil first, because ignoring it is one of the most common reasons a will is later challenged. The governing provisions are set out in the ABGB, accessible via the Federal Legal Information System (RIS).
Austrian will requirements depend on the form you choose. The two ordinary written forms are the holographic will and the will made in writing with witnesses, which includes the notarial will. Special emergency forms exist but are strictly limited in scope and duration. Foreign wills may also be recognised where they meet Austrian or internationally accepted formal rules.
A holographic will must be written entirely in the testator’s own hand, from beginning to end, and signed by the testator. Adding the date and place is strongly recommended but is not, in itself, a strict validity condition; dating nonetheless helps establish which will prevails where several exist. Typed text, printed forms partially completed by hand, or documents written by another person do not satisfy the holographic requirement. Sample opening wording might read: “I, [full name], born [date], resident at [address], declare this to be my last will…”, followed by the dispositions, the place, the date and the signature.
The main advantage is speed and low cost; the main risk is evidentiary, handwriting and authenticity are frequently contested, and Austrian Supreme Court (OGH) case law often turns on whether these requirements were met.
A will that is not entirely handwritten (for example, a typed will) must be signed by the testator and confirmed by three simultaneously present, capable witnesses, with the testator adding a handwritten note confirming that the document contains their last will and the witnesses signing with a note indicating their capacity as witnesses. A notarial will is executed before a civil‑law notary, who records the execution and confirms the testator’s identity and capacity. The advantages of the notarial route are substantial: the notary’s record provides strong proof of validity, the will can be taken into safe custody, and the risk of formal defects is minimised.
This form is recommended for larger or complex estates, for cross‑border assets, and wherever the risk of a challenge is real.
Austrian law recognises certain emergency wills, for example an oral will made before witnesses where a person is in imminent danger of death and cannot use the ordinary forms. These special forms are subject to strict statutory conditions and lapse after a defined period once the danger passes. They should never be relied upon as a substitute for a properly executed ordinary will and are noted here only for completeness.
A will executed abroad may be recognised in Austria where it complies with Austrian formal rules or with the formal rules accepted under applicable international and EU instruments. The Hague Convention of 1961 on the form of testamentary dispositions and Regulation (EU) No 650/2012 both operate to uphold wills that satisfy the formal law of, for example, the place of execution or the testator’s nationality or habitual residence. This is examined in the cross‑border section.
| Feature | Holographic (eigenhändiges) | Notarial (notarielles) | Foreign will |
|---|---|---|---|
| Formal requirement | Entirely handwritten and signed (date/place recommended) | Executed before a notary with a formal record | Valid if it complies with Austrian formal rules or international conventions |
| Proof strength | Lower; risk of disputes | High; the notary records execution | Depends, EU Regulation / Hague may simplify recognition |
| Typical cost | Low | Moderate to higher | Variable |
| Best for | Simple estates, immediate needs | Complex estates, cross‑border assets | Testators moving to or owning assets in another country |
The safest way to make a will Austrian courts and notaries will accept is to follow a structured process. The table below sets out who does what and how long each stage usually takes; the numbered steps then explain each stage in detail.
| Step | Who | Typical duration |
|---|---|---|
| 1. Decide objectives & list assets | Testator (adviser optional) | 1–7 days |
| 2. Identify heirs & compulsory portions | Testator / lawyer | 1–3 days |
| 3. Choose will type (handwritten vs notarial) | Testator (adviser) | Same day |
| 4. Draft will / handwritten execution OR book notary appointment | Testator / lawyer / notary | Handwritten: immediate; Notary: 1–14 days to book |
| 5. Execute will formally (sign, or notarise) | Testator / notary / witnesses | Handwritten: under 1 hour; Notary: appointment time |
| 6. Decide storage/registration (court deposit, notary custody, trusted person) | Testator / notary / court | 1–7 days |
| 7. Notify key persons / provide copies (optional) | Testator | 1–3 days |
| 8. Update will after major life events | Testator / lawyer | Ongoing |
| 9. After death: locate will & start probate | Heirs / executor / lawyer / court / notary | Probate: months, depending on estate complexity |
Working through these steps in order is the most reliable way to make a will Austrian practitioners will regard as robust, particularly where family circumstances are complex.
Assembling the correct paperwork before you draft or attend a notary saves time and reduces the risk of errors. The following table lists the documents typically required.
| Document | Who issues / notes |
|---|---|
| Valid photo ID / passport | Austrian ID card or passport, required at the notary |
| Birth certificate | Registry office, confirms identity and civil status |
| Marriage or civil partnership certificate | Registry office, shows marital status |
| Divorce decree / death certificate of a prior spouse | Court or registry office |
| Land register excerpt (Grundbuchauszug) | Land registry (Grundbuch, maintained by the district courts), for real estate |
| Bank and account statements, policy documents | Banks and insurers, to identify assets |
| Company / shareholder documents | Commercial register (Firmenbuch) extracts |
| Existing wills, marriage contracts, prenuptial agreements | Testator’s documents, to be revoked or considered |
| Power of attorney (if applicable) | Not usable for signing a will, the testator must sign personally |
Where documents exist in different national variants or languages, provide certified translations for court or notary use. For cross‑border estates, add foreign title extracts and matrimonial property documents showing the applicable marital property regime. A power of attorney cannot be used to sign a will on your behalf: testamentary acts must be performed personally.
A perfectly drafted will is worthless if it cannot be found. When you register a will, Austria offers several practical options, and choosing one deliberately is part of sound estate planning.
To ensure your executor or heirs can identify your assets after death, plan how core records will be retrieved. A land register excerpt (Grundbuchauszug) can be ordered through the land registry, and company or shareholding details through the commercial register (Firmenbuch). Recording your will in the central register through a notary or lawyer is the single most effective step to guarantee it is located when needed.
Circumstances change, and Austrian law gives you clear ways to revoke or amend. To revoke a will, Austrian law recognises destruction of the original, execution of a later will that expressly revokes earlier ones, and other statutory forms of revocation. The safest approach is an express revocation clause in a new, properly executed will, so that no ambiguity remains about which document governs.
If you intend to cancel a will entirely, destroying every original copy is effective but risky if further copies survive. A better practice is to execute a fresh will that begins by revoking all prior testamentary dispositions. Partial amendments, codicils, are possible but must be drafted with care, because inconsistent instruments across several documents are a frequent source of dispute.
Major life events can affect a will. In particular, under the ABGB the dissolution of a marriage or registered partnership generally revokes dispositions in favour of the former spouse or partner unless the will provides otherwise. Marriage, divorce or the birth of a child may also alter the calculation of compulsory portions. The practical rule is simple: review and, where necessary, remake your will after any significant change in your family circumstances rather than assuming it still reflects your wishes.
For families with a foot in more than one country, cross‑border will recognition between Austria and Germany is often the decisive planning issue. Two instruments do the heavy lifting: Regulation (EU) No 650/2012 (commonly called the EU Succession Regulation or Brussels IV), which coordinates succession law across participating EU states, and the Hague Convention of 1961 on the form of testamentary dispositions, which upholds wills that meet the formal law of a range of connecting factors.
Under Regulation (EU) No 650/2012, the general rule is that the succession as a whole is governed by the law of the state in which the deceased had their habitual residence at the time of death. The Regulation also permits a person to choose the law of their nationality to govern the whole of their succession. For anyone with connections to both Austria and Germany, including an express choice‑of‑law clause where permitted removes uncertainty about which system applies. This is one of the strongest reasons to make a will, often by notarial deed, rather than leaving succession to default conflict rules.
A will executed in Germany will generally be valid in Austria, because both states participate in the EU succession framework and because the Hague Convention supports the formal validity of a will meeting, among other connecting factors, the law of the place of execution. Even so, a notarial will drafted with cross‑border assets expressly in mind provides the clearest evidence and the smoothest recognition. Where a will was executed abroad, obtaining a certified translation and, where required, an apostille or other legalisation will streamline its use before Austrian courts and notaries. A European Certificate of Succession under the Regulation can also assist heirs in demonstrating their status across participating member states.
A holographic will can be created immediately, while a notarial will depends on notary availability, typically a few days to arrange an appointment. After death, the will must be located and probate proceedings (Verlassenschaftsverfahren) begin; these are conducted through the district court, usually with a court commissioner (a notary) handling much of the process. Probate itself commonly runs over several months, with the exact duration driven by the value and complexity of the estate and by any disputes. Building in central registration during your lifetime is the most reliable way to avoid delays at the outset of probate.
Costs vary with complexity, the professional involved and the region. The figures below are indicative only and are not fixed statutory amounts; always request a written estimate before you proceed.
| Item / Service | Typical cost (EUR) | Note |
|---|---|---|
| Drafting with a lawyer (simple will) | Varies (indicative low hundreds) | Depends on complexity and the lawyer’s rate |
| Notary execution fee (notarielles Testament) | Varies | Depends on notary and complexity; ask for an estimate |
| Deposit / custody with a notary or lawyer | Varies | Some include custody; others charge an admin fee |
| Court deposit fee | Varies | District court administrative fees per current tariff |
| Certified translations / apostille | Varies per document | Required for foreign‑language documents |
| Probate proceedings (administration) | Variable | Fees depend on estate value and applicable court/notary tariffs |
Fee scales are set at professional and administrative levels and can change, so treat all figures as a starting point rather than a quotation. Where a court commissioner (notary) acts in probate, their remuneration follows the statutory tariff.
Inheritance taxation remains a recurring topic in Austrian political debate. Austria abolished its national inheritance and gift tax in 2008, and no general inheritance tax currently applies; however, real‑estate transfer tax and other levies can arise on certain transfers, and any future reform could change the position. Nothing in the current debate alters the formal requirements for making a valid will, but it does keep estate planning topical. Monitor the Austrian Parliament and the Federal Ministry of Finance for developments, and revisit your plan if new tax legislation is enacted.
To make a will Austrian residents and cross‑border families can trust, choose the right form, meet the formal requirements precisely, plan for compulsory portions, register the document so it can be found, and address cross‑border recognition where German or other foreign assets are involved. With inheritance taxation a recurring topic on the political agenda, it is a sensible moment to review your arrangements. For tailored guidance, see the related resources below, and consult a qualified adviser before you finalise your will. This article is a general guide and not a substitute for individual legal or tax advice.
Further reading and specialist help are available via Inheritance Lawyers, Austria and the profile of Austria’s inheritance expert.
This article was produced by Global Law Experts. For specialist advice on this topic, contact Senad Albani M.A. at Rechtsanwaltskanzlei Albani GmbH, a member of the Global Law Experts network.
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