Legitime: A Comprehensive Guide to Forced Inheritance Shares

Definition & Meaning

The term "legitime" refers to the legal requirement that a portion of a deceased parent's estate must be inherited by their children. This forced share ensures that children, known as forced heirs, receive a minimum percentage of the estate, regardless of the deceased's wishes. In essence, legitime protects the rights of children to inherit a fair share of their parent's property.

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Real-world examples

Here are a couple of examples of abatement:

(hypothetical example) If a parent passes away and leaves a will stating that all their property should go to their partner, the children are still entitled to their legitime. If there are two children, they must receive at least 50 percent of the estate, regardless of the parent's wishes.

State-by-state differences

State Legitime Rules
Louisiana Children receive at least 25% of the estate; two or more children must receive at least 50% collectively.
California No forced share; inheritance depends on the will unless community property laws apply.
Texas Similar to California; children may inherit based on the will or intestate succession laws.

This is not a complete list. State laws vary, and users should consult local rules for specific guidance.

Comparison with related terms

Term Definition
Legitime The mandatory share of an estate that children must receive.
Forced Heirship A legal concept ensuring certain heirs receive a minimum share of an estate.
Disinheritance The act of excluding someone from receiving an inheritance, which may be limited by laws like legitime.

What to do if this term applies to you

If you are planning your estate or dealing with an inheritance issue, it is essential to understand the rules of legitime in your state. Consider consulting a legal professional to ensure your will complies with the law. You can also explore US Legal Forms' templates to assist you in drafting a compliant will or estate plan.

Quick facts

  • Minimum share for one child: 25 percent of the estate.
  • Minimum share for two or more children: 50 percent collectively.
  • Applicable age for forced heirs: under 24 years or permanently incapacitated.

Key takeaways

Frequently asked questions

In states with legitime laws, children cannot be fully disinherited without valid reasons.