Will & Estate Planning – Clarity Creates Security
Many people postpone settling their estate. Yet uncertainties usually arise not from lack of assets, but from missing or unclear arrangements.
Why Estate Planning Is So Important
Many people postpone settling their estate. Not out of negligence, but because the topic seems complex or emotionally burdensome. Yet uncertainties usually arise not from lack of assets, but from missing or unclear arrangements.
Professional estate planning creates clarity about legal claims, compulsory portions, and room for structuring. It ensures that your last will is legally effectively implemented and family conflicts are avoided. The basis is the Swiss Civil Code (ZGB), which regulates statutory succession and compulsory portion rights.
Practical Solutions Instead of Legal Theory
This is not about legal theory, but about well-thought-out, practical solutions – tailored to your family, business, and financial situation.
Additionally, we review existing wills, inheritance contracts, and matrimonial property arrangements for currency and legal certainty. Life situations change: marriage, divorce, children, starting a business, or acquiring real estate may require adjustments. Regular reviews prevent unintended consequences.
The Crucial Question
The crucial question is not: "Do I have a will?" – but rather: Is my estate arrangement clear, valid, and aligned with my personal goals?
- Analysis of your initial situation and family circumstances
- Drafting of will or inheritance contract
- Legally secure implementation – forward-thinking, discreet, and individual
- Review of existing arrangements for currency
Frequently Asked Questions
5 answers about this topic
It creates clarity, prevents disputes among heirs, and ensures that your assets are distributed according to your wishes.
Whenever you want to deviate from statutory succession or make individual arrangements – for example with patchwork families, cohabitation, or special beneficiaries.
A will can be created unilaterally and is revocable. An inheritance contract is binding and requires the consent of all contracting parties as well as public notarization.
Without a testamentary disposition, the statutory succession according to the ZGB automatically applies – regardless of whether this corresponds to your personal wishes.
For private individuals, entrepreneurs, and families who want to arrange their estate in a legally secure, clear, and forward-thinking manner.
Author
Jacqueline Bischof
Head of Legal & Notary
Personal Consultation
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