Richard Cai  Cai Ming-Pei 中文
Will Health-Check Tool · Reserved-Portion Risk Review

Reserved-Portion Risk Dashboard

Enter the valuation of each heir and property to instantly check whether the division crosses the reserved-portion threshold under Taiwan's Civil Code, and estimate the shortfall that would have to be made up in cash. For use in will planning and periodic review.

Chung Hua Ding Zhi Real Estate Appraisal Firm Valuation source: 3-Second Home Value (quick estimate) → formal appraisal report (evidence for disputes)
1 Heir Setup Reserved portion = statutory share × 1/2
Heir name
Group
Statutory share
2 Real Estate & Asset Valuation Enter your 3-Second Home Value estimate
Asset item
Value (10k NTD)
Distributed to (check heirs; shared equally)
⚠ The valuations here are for risk warning only. The final reserved-portion calculation must be based on a formal appraisal report as of the date of death of the decedent (a service of this firm). An automated (AVM) estimate should not be used directly as court evidence.
3 Risk Assessment
Key indicator: the concentrated asset's share of the total estate
0%Above 2/3 triggers reserved-portion risk100%
HeirReceived (10k NTD)ShareReserved thresholdStatusShortfall
Notes & disclaimer: This dashboard is an internal estimation tool. Its results are for will planning and risk warning reference only, and do not constitute a formal appraisal report or legal opinion. The final determination of the reserved portion is based on the scope of the estate and the formal appraisal result as of the decedent's date of death. The "shortfall" assumes the higher-receiving party (e.g. the heir taking the concentrated asset) makes up the deficit in cash to any heir who falls below the reserved portion; the actual method of making up the difference and the allocation of responsibility should follow the terms of the will and the agreement among the heirs.
Planned integration: The 3-Second Home Value platform does not yet offer a public API, so valuations are entered manually. Once the platform opens an API, the "value" fields can be populated automatically with no change to this dashboard's calculation logic—this version is already the scaffold prepared for that integration.