{"id":1255,"date":"2026-05-23T22:40:01","date_gmt":"2026-05-23T22:40:01","guid":{"rendered":"https:\/\/artia13.city\/?p=1255"},"modified":"2026-05-23T22:40:01","modified_gmt":"2026-05-23T22:40:01","slug":"la-grande-transmission-necessite-lexpertise-des-professionnels-du-patrimoine-en-france","status":"publish","type":"post","link":"https:\/\/artia13.city\/?p=1255","title":{"rendered":"La grande transmission n\u00e9cessite l&rsquo;expertise des professionnels du patrimoine en France."},"content":{"rendered":"<figure> <img decoding=\"async\" src=\"https:\/\/beymedias.brightspotcdn.com\/dims4\/default\/6cf450e\/2147483647\/strip\/true\/crop\/1920x933+0+174\/resize\/1440x700!\/quality\/90\/?url=http%3A%2F%2Fl-opinion-brightspot.s3.amazonaws.com%2F98%2Fcf%2F72c95751404b407ab6109b278e9a%2Fconseiller-conseil-pixabay.jpg\" alt=\"La grande transmission ne pourra pas se passer des professionnels du patrimoine\" loading=\"lazy\"> <\/figure><p>Les notaires et les conseillers en gestion de patrimoine sont appel\u00e9s \u00e0 anticiper les questions d&rsquo;h\u00e9ritage et de transmission de patrimoine avec leurs clients. (<a href=\"https:\/\/www.agefi.fr\/patrimoine\/les-metiers\/la-grande-transmission-ne-pourra-pas-se-passer-des-professionnels-du-patrimoine?utm_source=openai\">agefi.fr<\/a>)<\/p><p>Selon un sondage r\u00e9alis\u00e9 par Opinionway pour H\u00e9rit, publi\u00e9 le 24 avril 2023, 59\u00a0% des Fran\u00e7ais ont d\u00e9j\u00e0 commenc\u00e9 \u00e0 pr\u00e9parer la transmission de leur patrimoine, dont 42\u00a0% hors assurance-vie exclusive. (<a href=\"https:\/\/www.village-notaires-patrimoine.com\/le-rapport-des-francais-a-la-transmission-de-patrimoine?utm_source=openai\">village-notaires-patrimoine.com<\/a>)<\/p><p>Cette tendance souligne l&rsquo;importance pour les professionnels du patrimoine d&rsquo;accompagner leurs clients dans la planification successorale, afin de s\u00e9curiser la transmission et d&rsquo;\u00e9viter d&rsquo;\u00e9ventuels conflits familiaux. (<a href=\"https:\/\/efficience.notaires.fr\/actualites\/anticiper-succession\/?utm_source=openai\">efficience.notaires.fr<\/a>)<\/p><p>Les notaires jouent un r\u00f4le central dans ce processus, en identifiant les h\u00e9ritiers, en \u00e9tablissant les actes juridiques n\u00e9cessaires et en assurant la s\u00e9curit\u00e9 juridique du partage. (<a href=\"https:\/\/efficience.notaires.fr\/actualites\/notaire-succession\/?utm_source=openai\">efficience.notaires.fr<\/a>)<\/p><p>En outre, la pr\u00e9paration de la succession permet de clarifier les volont\u00e9s du d\u00e9funt, de s\u00e9curiser juridiquement la transmission et de pr\u00e9server l&rsquo;\u00e9quilibre entre h\u00e9ritiers, contribuant ainsi \u00e0 maintenir un climat familial serein apr\u00e8s le d\u00e9c\u00e8s. (<a href=\"https:\/\/efficience.notaires.fr\/actualites\/anticiper-succession\/?utm_source=openai\">efficience.notaires.fr<\/a>)<\/p><p>Ainsi, il est essentiel que les notaires et les conseillers en gestion de patrimoine accompagnent leurs clients dans l&rsquo;anticipation et la pr\u00e9paration de la transmission de leur patrimoine.<\/p><p>(<a href=\"https:\/\/www.agefi.fr\/patrimoine\/les-metiers\/la-grande-transmission-ne-pourra-pas-se-passer-des-professionnels-du-patrimoine?utm_source=openai\">agefi.fr<\/a>)<\/p><figcaption><a href=\"https:\/\/www.agefi.fr\/patrimoine\/les-metiers\/la-grande-transmission-ne-pourra-pas-se-passer-des-professionnels-du-patrimoine\">Source<\/a><\/figcaption>","protected":false},"excerpt":{"rendered":"<p>Les notaires et les conseillers&hellip;<\/p>\n","protected":false},"author":1,"featured_media":1256,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[27],"tags":[],"class_list":["post-1255","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-economie"],"_links":{"self":[{"href":"https:\/\/artia13.city\/index.php?rest_route=\/wp\/v2\/posts\/1255","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/artia13.city\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/artia13.city\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/artia13.city\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/artia13.city\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=1255"}],"version-history":[{"count":0,"href":"https:\/\/artia13.city\/index.php?rest_route=\/wp\/v2\/posts\/1255\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/artia13.city\/index.php?rest_route=\/wp\/v2\/media\/1256"}],"wp:attachment":[{"href":"https:\/\/artia13.city\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=1255"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/artia13.city\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=1255"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/artia13.city\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=1255"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}