A simple annual membership to help you plan your estate, protect your important documents and simplify the process
of your loved ones when the time comes.
When nothing is organized, it's not just documents that are missing—tensions arise. A missing bank account, a will ignored by everyone: the confusion quickly becomes a source of disagreements between siblings, sometimes lasting ones.
What your loved ones will remember most about you is how you cared for them until the very end. That's why Legal Testa was created.
With Legal Testa, you are guided step by step to organize your estate and prepare the essentials for those who matter.
Organize your wishes and prepare your documents.
Your file evolves with you, throughout your life.
Your loved ones know who to turn to.
Received directly at your home, your personal binder of 50 pageswhich we call Family FileIt guides you step by step: clear explanations, fields to fill in and appendices so you don't forget anything.
No need to do everything at once: you Proceed at your own pace. Quietly, at home, whenever you have the time. A physical landmark that your loved ones can open, even without a password.
Practical guides, expert advice and explanatory videos They will accompany you every step of the way: create your documents, the update and the keep safeAll of this is accessible from your personal space. Your digital safe evolves with you, year after year.
Paper for preservation. Digital for action. Legal Testa experts to support you.
Designate one or more trusted people — those of your choice — and simply give them their trusted person card. While you are alive, they have no access to anything.
When the day comes, they know where to find your file and how to contact Legal Testa. We explain the first steps to takeWe let's turn to the professionals appropriate when necessary
Your situation may change and some questions require specific expertise.
As a Legal Testa member, you can be referred to selected professionals in legal, tax, wealth management, insurance or estate planning matters. under conditions reserved for members.
An annual membership that combines access to our experts at member-only rates, the creation of your documents and follow-up when the time comes.
Everything you need to plan your estate, protect your documents, and ensure your loved ones know what to do when the time comes. Cancel at any time.
Would your spouse be protected?
Would your wishes be respected?
Would your important documents be easy to find?
Would your loved ones know where to start?
Our free assessment allows you to identify the essential elements to organize in order to protect your loved ones and prepare your estate.
Preparing one's succession is an important process that deserves more than just a simple document.
Legal Testa was born from our own personal and professional experience with inheritance issues — and everything that can get complicated when nothing is anticipated.
Our ambition: to help as many families as possible to organize calmly their succession, and reduce tensions that may arise between relatives.
Our team of Swiss professionals We will assist you in organizing your wishes, securing your documents, and guiding you whenever your situation requires special attention.
Answers to your most frequently asked questions
Legal Testa is an estate planning service that helps you organize important information for yourself and your loved ones. You have access to a physical Family File, a digital space, and tools to prepare your will, organize your documents, and keep your file up to date.
Legal Testa helps you plan ahead. You remain free to make your own decisions and retain control over your documents, your wishes, and the people you designate.
Membership costs CHF 80.– per year.
The price and services included in your offer are shown to you before you subscribe.
Your membership includes, in particular, your Family File, access to your digital space, personalized tools and reports, guided paths to prepare certain documents, as well as features for updating your file.
You can also designate one or more Trusted Persons who, after your death and under the conditions specified, may access the information and documents you have chosen to make available to them. Certain personalized services, particularly legal consultations, may be billed separately.
No. Legal Testa helps you organize your situation, understand certain issues, prepare documents and identify the necessary steps.
However, its tools, reports, and generated documents do not replace individualized legal, tax, notarial, or financial advice. Consulting a professional is particularly recommended if your situation is complex: blended family, cohabitation, business, real estate, significant assets, gifts, international matters, family conflict, or inheritance agreement.
No, unless otherwise stated in your offer. Personalized legal consultations are separate services.
Legal Testa members can benefit from a member-only rate. The price, duration, professional involved, and essential conditions are communicated to you before you book your appointment.
No, not systematically. The inventories and other information you provide are your responsibility.
Legal Testa does not systematically verify the existence, value, ownership, accuracy, completeness, or timeliness of the assets, accounts, debts, insurance policies, contracts, or other information you provide. Remember to update your file in the event of a significant change.
Our assessments, analyses and simulations are designed to help you understand your situation, draw your attention to certain points and guide you towards the next useful steps.
They are based on the information you provide and may use automated processing, rules, or general assumptions. They do not constitute personalized legal, tax, marital, financial, or inheritance advice.
Yes. Legal Testa guides you step by step to prepare a draft will based on the information and wishes you provide.
You can then download the prepared document and follow the instructions to format it as required. Before using it, always carefully review the draft.
Not on its own. For a Swiss holographic will, the document prepared in Legal Testa must be entirely copied by hand, dated and signed in accordance with legal requirements.
The digital document is a preparatory document: it does not replace the original handwritten document.
Yes. Like any automatically generated document, a Legal Testa document may contain an error, an omission, an inconsistency, or wording that does not perfectly match your situation.
It also depends on the accuracy of the information and choices you provide. Always carefully review any documents you prepare before using them, and seek professional advice when your situation warrants it.
We highly recommend it, especially if your situation involves family, asset, tax or international complexities.
Legal Testa helps you prepare a project through a guided process, but the document is generated automatically based on the information and choices you provide. It does not replace personalized legal advice.
No, unless a separate service expressly provides otherwise. You remain responsible for safeguarding the original.
Legal Testa can help you indicate in your file where it is located so that it can be found when the time comes.
The copy or information recorded in Legal Testa can allow your loved ones to know that a will exists and where to find the original.
Anyone who, after your death, possesses or finds a testamentary disposition must immediately hand it over to the appropriate authority, even if the document appears incomplete, old, or invalid. Legal Testa can help your loved ones locate the original and its whereabouts, but it does not replace this process.
Legal Testa can guide you in the preparation and organization of your project for a power of attorney in case of incapacity.
To be valid, a power of attorney must comply with legal requirements. Specifically, it must be either drawn up in authentic form or entirely handwritten, dated, and signed by you. Storing a digital copy does not replace these formalities.
The digital vault facilitates the storage of a copy and indicates the location of the original. However, it does not replace the legal requirements applicable to advance directives.
To be valid, directives must be established in writing, dated and signed by their author.
This is a person you choose to be able to access, after your death and after the necessary checks, the information and documents that you have decided to make accessible to them.
You can designate one or more and change your choice at any time as long as your membership is active and you are able to manage your account.
No. She has no access to your Digital File while you are alive. She cannot log into your account, change your information, or make decisions on your behalf.
Access to your account can only be activated after your death and after the necessary checks by Legal Testa.
No. She only has access to the categories of information and documents you have selected for her. You can set different access levels for different people.
Access may include initial steps, locating important documents, certain practical information, insurance, funeral wishes, or elements you have decided to pass on.
She contacts Legal Testa and provides, among other things, an official document establishing your death as well as the elements necessary to verify her identity.
Legal Testa then verifies that it is still registered as a Trusted Person before exclusively activating the access provided by your configuration.
It allows the person you have chosen to know that they have been appointed and how to contact Legal Testa when the time comes.
The card alone does not grant any access rights. In case of discrepancy, only the designation and access rights recorded in your Legal Testa account are valid.
No. Being a Trusted Person does not give you any rights to your estate, your accounts or your assets, nor any power of representation.
A Trusted Person is not, by that fact alone, an heir, executor of a will, agent for incapacity or representative to a bank, insurance company or authority.
No. Being an heir does not automatically grant access to your entire Digital File if the person concerned has not been designated as a Trusted Person.
Rights arising from law or a decision of an authority naturally remain reserved.
Legal Testa can help your Trusted Persons retrieve information and documents to which you have given them access. It can also provide general information on initial steps and direct relatives to the appropriate authorities or professionals.
Legal Testa does not, however, automatically become the administrator of your estate or executor of your will.
Legal Testa is not intended to resolve inheritance disputes.
In the event of a serious dispute concerning access to the file, Legal Testa may temporarily suspend or limit access until the situation is clarified by the persons concerned or, if necessary, by the competent authority.
Yes. That is precisely one of the objectives of the annual membership. Your family, your assets, your insurance policies, or your wishes may change.
You can therefore return to your space and update your file as your life progresses.
Not necessarily. The Family File allows you to physically organize important information and documents. Your digital space allows you to complete and update them, and to use Legal Testa tools.
The two were designed to work together. Neither the filing cabinet nor the digital space replaces a legal document when the law mandates a specific form.
We advise against directly entering your passwords, bank codes, private keys, recovery codes or other information allowing immediate access to your assets.
It is best to tell your loved ones where and how to find the necessary information securely.
At the end of your membership, your access to Legal Testa services ends and your Digital File and the documents stored therein are deleted, subject to the data that Legal Testa must retain under a legal obligation or for the defense of rights.
Your designated representatives will also expire: they will therefore no longer be able to request access to your file after your death. Before the expiry date, you can download the documents you wish to keep.
Your physical Family File and the originals you hold naturally remain in your possession.
Yes. You can terminate your membership according to the terms and conditions indicated in your personal area.
Termination ends future services at the end of the period already paid for, unless a different legal or contractual provision applies to your offer.
You will benefit from the services provided by the offer during the financed period.
Your employer or partner has no access to your Digital File, your will, your wishes, or your personal information simply because they are funding your membership. At the end of the trial period, you will be informed of the terms and conditions for continuing your membership.
No. The fact that a third party finances your membership does not give them any right of access to your file or your personal choices.
Data processing and its potential recipients are described in our Privacy Policy.
Legal Testa processes your data in order to provide the services you have subscribed to, to administer your account and to ensure the security of the service.
Information regarding the data processed, potential recipients, storage, your rights and security measures is described in the Privacy Policy.
No. Legal Testa helps you to better prepare, organize and transmit important information and wishes.
However, the legal effects depend on your situation, the acts actually carried out, compliance with legal formalities and the law applicable at the time in question.
You prepare today. Your loved ones will know what to do tomorrow.
Our practical guides, key deadlines, and updates on Swiss law. A few mailings per year, nothing more.
Plan your estate with complete peace of mind, starting from CHF 300.-
Legal Testa guides you step by step to protect your loved ones and secure your wishes.