The guiding principle of the Mexican Inheritance Law indicates that “when a person dies all its heritage is passed on to their successors”. However, this principle has exceptions, that is to say, there are goods that even when they form part of the assets of the author of the succession, are not necessarily transmitted to their successors or assigns, which does not mean that those goods are not transmitted by cause of death. An exception is in financial matters and refers to the designation of beneficiaries in contracts celebrated with certain financial institutions whose object is money, securities or stocks. Another exception is in agrarian matters with regard to ejidal rights. In this work is studied the various possible scenarios in the legal practice including such exceptions; especially, considering that in both cases, it may be a testamentary disposition.El principio rector del derecho sucesorio mexicano indica que “a la muerte de una persona todo su patrimonio se transmite a sus sucesores”. Sin embargo, dicho principio tiene excepciones; es decir, hay bienes que aun cuando forman parte del activo patrimonial del autor de la sucesión, no se transmiten forzosamente a sus sucesores o causahabientes, lo cual no significa que no se transmitan por causa de muerte. Una excepción es en materia financiera, y se refiere a la designación de beneficiarios en contratos celebrados con ciertas entidades financieras, cuyo objeto sea dinero, títulos o valores. Otra excepción se da en materia agraria respecto a derechos ejidales. En este trabajo se estudian los diversos escenarios posibles que en la práctica jurídica encierran esas excepciones; sobre todo, considerando que en ambos casos se puede tratar de una disposición testamentaria.

Institute of Legal Research of The National Autonomous University of Mexico.