Inheritance law · Frequently asked questions

I want to disinherit someone. Is that possible?

Mag. Nevena Shotekova-Zöchling – inheritance lawyer in Vienna

Your co-pilot in inheritance law

Mag. Nevena Shotekova-Zöchling

Attorney in Vienna · 16 years of legal practice · Inheritance law

A will must not only express your wishes. It must also defend them in court.

Yes – if it is done properly. Complete disinheritance is only possible on a few statutory grounds. But much else is possible: limiting someone to the compulsory share, halving the compulsory share where there was no contact, or deferring its payment. A badly worded will is challenged after your death – and then exactly the person you wanted to exclude receives something.
Case 1 from our practice

Twenty years of silence

A father has two daughters. Since they left home, neither wants any contact with him – for more than twenty years. He wishes for contact. The answer is always the same: none.

At some point he comes to us. He wants a will that reflects this reality.

The law does not only protect children from unfair parents. It also protects parents who are rejected.

At the time, we disinherited both daughters completely – with reasons that were precisely documented and provable. After his death, the daughters sued.

We won. The will held.

The lesson: anyone who refuses contact for decades cannot later rely on the full family inheritance – if the will is done properly.

Case 2 from our practice

Millions for animal welfare

A woman with considerable wealth knows exactly what she wants. Her husband is to receive what he is at least entitled to by law: the compulsory share. Everything else – genuinely millions – is to go to an animal welfare organisation.

We drafted the will. After her death, the husband sued. He wanted more.

The compulsory share is a minimum. Not an average, not a compromise.

A spouse cannot demand to be provided for “appropriately”. He can only demand what he is entitled to as a compulsory share. Whoever leaves him that may freely dispose of the rest – even in favour of animals instead of people.

The animal welfare organisation won.

The lesson: you decide where your wealth goes. The law only sets a floor – and it can be calculated precisely.

What you can and cannot do

  • Limit someone to the compulsory share: always possible. Children and spouses then receive only half of their statutory share, in cash.
  • Disinherit completely: only on the statutory grounds (section 770 of the Austrian Civil Code, ABGB) – for example a serious crime against you, severe emotional suffering inflicted on you in a reprehensible manner, or a gross breach of family law duties. The ground should be stated in the will and be provable.
  • Halve the compulsory share: if for a long time there was no closeness between you and your child of the kind usual between parents and children – and you did not cause this yourself (section 776 ABGB).
  • Defer the compulsory share: you can order that it only has to be paid up to five years after your death – for example so that your heirs do not have to sell a house immediately.
  • Waiver of the compulsory share: during your lifetime someone can voluntarily waive their compulsory share, often in exchange for a settlement payment. This requires a notarial deed.
  • Not possible: disinheriting someone because of their lifestyle, choice of partner, religion or mere disappointment.

Why do-it-yourself disinheritances fail so often

  • The ground is not one of the statutory grounds – or belongs to a law that has not existed since 2017.
  • The ground is stated in the will but cannot be proven after your death.
  • Formal defects: wrong witnesses, missing signatures, missing notes.
  • A halving of the compulsory share is ordered although the break in contact was also caused by you.

How to proceed

  1. Talk to us while you can still explain your reasons yourself. After your death nobody can do that for you.
  2. Document: letters, messages, attempts at contact, witnesses. This is the evidence later on.
  3. Have the will drawn up in the correct form and kept safely – for example registered in the central will register.

And if you are on the other side: I have been disinherited. Can I do anything? →

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