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自筆証書遺言
公正証書遺言
Presented by Kyo
2024/03/26自主ゼミ
PRESENTATION
OUTLINE
自筆証書遺言
公正証書遺言
行政書士として実
務を行う際の注意
遺言者が手書きで作成する遺言書
必ずすべてを手書きで作成する必要があり、
一文字でも他人が代筆してはならない
財産目録についてのみパソコンなどを使用し
たものでも認められる
遺言書を作成した日付が記載
遺言者の署名
捺印
検認
自筆証書遺言とは①
遺言書を作成した日付が記載
自筆必須 日付スタンプ×
定年退職の日〇 吉日×
複数ある場合、日付の最も新しいもの
自筆証書遺言とは②
遺言者の署名
自筆必須
誰もが知ってる著名人であれば、芸名が認
められる場合がある
夫婦連名×
自筆証書遺言とは③
検認
家庭裁判所の検認が必要
遺言書が存在すること、偽造や改ざんを防
ぐことが目的(有効無効を判断するもので
はない)
「遺言書検認済証明書」が発行(1~2か
月)
法務局に保管してもらう場合は検認を省略
できる
自筆証書遺言とは④
自筆証書遺言
メリット デメリット
お金がかからない
手軽
思いついたときに書き換えられ
る
様式さえクリアしていれば、何
でもよい
定められた様式でない場合、
無効となる危険性
本当に本人が書いたのが怪し
い場合、証明できない(=揉め
やすい)
読めない文字
検認で時間がかかる
紛失や偽造の可能性
公正証書として公証役場に保管してもらう遺言
財産を整理して、遺言書の内容を決める
承認を用意する
必要書類をそろえる
公証役場で公正証書遺言を作成する
公正証書遺言とは①
証人を用意する
公正証書遺言には2人の証人に立ち会っ
てもらう
未成年者や推定相続人、財産を受け取る
ことになる人は証人になることはできない
公正証書遺言とは②
必要書類をそろえる
実印と印鑑登録証明書
遺言者の戸籍謄本
推定相続人の戸籍謄本
不動産の登記簿謄本や固定資産税評価証
明書
証人の本人確認資料
など
公正証書遺言とは③
公証役場で公正証書遺言を作成する
公証人との打ち合わせ
公証人の文案を確認、修正
証人立会いの下、公正証書遺言を作成
遺言書の原本は公証役場が管理
公正証書遺言とは④
公正証書遺言
メリット デメリット
無効になる可能性が限りなく
低い
紛失、偽造、改ざんの恐れがな
い
意思能力が問題になりづらい
検認が必要ない
費用がかかる(遺産相続人ご
とにかかる)
2人の証人が必要
遺言の内容を公証人と証人に
知られる
主役は遺言者
遺言の目的は遺言内容の実現である
遺言を残すほど財産がない→家庭裁判所の
「争族」の35%は財産1000万円以下の家庭
遺言能力が無ければ遺言を残せない→スピー
ド感のある仕事が要求される
遺言の効力発生時は「記したとき」ではなく「死
亡時」
行政書士が遺言書作成
業務をするときの注意点
THANK
YOU FOR
LISTENING!
Don't hesitate to ask any
questions

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