Key Features
Donation Deed Drafting
Generate donation deeds for movable and immovable property, including inter vivos donations, donations mortis causa, and conditional donations.
Donation Duty Calculation
Calculate donation duty, capital gains tax, and other fiscal implications based on property type, relationship between parties, and value.
Donor & Donee Verification
Verify identities and capacity of donors and donees. AI checks age requirements, mental capacity, and consent documentation.
Acceptance & Consent
Ensure proper acceptance by donee and spousal consent where required. AI generates and tracks all necessary consent documentation.
Reserved Rights Protection
Protect donor reserved rights including usufruct, habitation, and use rights with automatic clause generation and registration.
Tax Optimization Analysis
AI analyzes tax implications of different donation structures and timing to minimize fiscal burden while maintaining legal validity.
Automated Searches & Verification
Eliminate hours of manual work with AI-powered searches and document verification.
Property Valuation Searches
Automated property valuation through market comparables, official valuations, and tax assessments for accurate duty calculation.
Family Relationship Verification
Verify family relationships between donor and donee to determine applicable tax rates and exemptions through civil status records.
Prior Donation History
Search for prior donations by same donor to identify potential legitim violations or collation requirements in future succession.
Intelligent Reports & Suggestions
Receive proactive insights, risk analysis, and recommendations for every case.
Tax Impact Analysis
Comprehensive reports comparing donation duty, capital gains, and succession duty implications of different transfer strategies.
Legitim Risk Assessment
Identify potential conflicts with forced heirship rules and estimate risk of future collation or reduction claims by heirs.
Structure Recommendations
AI suggests optimal donation structures including timing, reserved rights, and conditions to achieve client objectives efficiently.