Our trusted partners
Estate planning touches on a variety of areas — assets, taxation, health, philanthropy. We have selected reputable partners who are involved at every stage of estate planning, to offer you comprehensive support.
Real Estate Counter
Real estate often represents the largest portion of an inheritance. The tax value assigned by the tax authorities can differ significantly from the market value—with direct consequences for inheritance tax and the division of assets among heirs. Comptoir Immobilier can provide you with a professional appraisal as part of your estate planning.
Azur Prévoyance
Planning your funeral in advance spares your family an additional emotional and financial burden during their most difficult time. In partnership with Azur Prévoyance, receive a personalized quote for the canton of Geneva, with no obligation, in just a few minutes.
Children of the world
Founded in 1980 and based in Geneva, Enfants du Monde works to provide access to quality education in the world's poorest countries—Haiti, Burkina Faso, Nicaragua, and Myanmar. A bequest to these organizations directly contributes to building schools, training teachers, and educating thousands of children each year.
Handicap International
Present in more than 60 countries, Handicap International provides assistance to disabled and vulnerable people affected by armed conflict and natural disasters. Physical rehabilitation, social inclusion, demining: a legacy supports concrete actions where the needs are most urgent.
Children of the world
Cerebral is the leading Swiss organization for people with cerebral palsy and related disabilities. It funds research, supports families, and advocates for the inclusion of people with disabilities in Swiss society. A bequest ensures the long-term funding of these missions.
Swiss Pasteur Foundation
The Pasteur Foundation Switzerland supports the work of the Pasteur Institute in the fight against infectious diseases—research that has led to major advances in vaccinology, microbiology, and global public health. A bequest helps fund scientific projects whose benefits reach millions of people.
Swiss Medical Association
The Swiss Medical Association's (FMH) reference model is integrated into our tool. The FMH developed the advance directive form most widely recognized by medical teams in Switzerland. Legal Testa automatically generates it from your answers—immediately recognizable to any healthcare professional. Simply print, sign, and date it.
Expertise and Auditing Trust Company Ltd Geneva
International assets, businesses to be passed on, blended families: certain situations require in-depth professional expertise. The Société Fiduciaire d'Expertise et de Révision assists clients whose inheritance tax situation requires a tailored analysis, going beyond what our simulator can cover.
