The family inheritance process: motivations and patterns of interaction

Material inheritance constitutes a challenge for families in later life. Yet inheritance decisions, the underlying reasons and motivations and patterns of family interaction have barely been studied. Research suggests that motivations fluctuate on a continuum between unconditional donation (altruism, normative obligation) and conditional donation (strategic exchange, reciprocity). However, the literature emphasises the need for further research into the motivations that constitute this continuum and on the patterns of family interaction attached to them. This exploratory study therefore sets out to examine the motivations and patterns of family interaction in the process of transmitting material inheritances. Using the critical incidents technique (CIT) 55 usable incidents were collected from 43 participants (7 donors, 16 heirs and 20 professionals). Results of this study suggest four motivations: (i) altruism driven by family solidarity; (ii) equity centred on the equal division of possessions in order to maintain family unity; (iii) strategy focused on reciprocity (I give you if you give me); (iv) egoism based on self-interest. Findings contribute to a better knowledge of the factors that promote and prevent family problems over inheritance.