Your estate planning assessment in 1 minute
If you take no action, the law will decide for you. In less than a minute, get initial guidance on the rules that apply to your situation.
0%
You are…
Do you have children?
Yes
No
Are your parents still alive?
Yes
No
Do you have any brothers or sisters?
Yes
No
Are you the owner or co-owner of a property in Switzerland or abroad?
Yes
No
In which canton are you domiciled?
Do you wish to favor a person who is not a legal heir?
Family member, friend, partner, NGO…
Yes
No
Do you wish to allocate a specific item to a particular person?
For example: real estate, a valuable item, or a sum of money.
Yes
No
Would you like the assistance of a specialist lawyer to secure your inheritance?
Yes
No
Do you have any children born from your union?
Yes
No
Do you have any children from a previous marriage?
Yes
No
Did you sign a prenuptial agreement?
In which canton do you live?
Are you the owner or co-owner of a property in Switzerland or abroad?
Yes
No
Do you wish to protect your spouse more than the law provides?
In the presence of children, the law provides for a division of assets between the spouse and descendants. It is possible to increase the spouse's protection within legal limits, notably by granting them the disposable portion or a usufruct.
Yes
No
Do you wish to favor a person who is not a legal heir?
Grandchildren, family member, friend, partner, NGO…
Yes
No
Do you wish to allocate a specific item to a particular person?
For example: real estate, a valuable item, or a sum of money.
Yes
No
Would you like the assistance of a specialist lawyer to secure your inheritance?
Yes
No
How long have you been living together as a couple?
Do you have any children (from your relationship or other)?
Yes
No
Are your parents still alive?
Yes
No
Do you have any brothers or sisters?
Yes
No
In which canton do you live?
Are you the owner or co-owner of a property in Switzerland or abroad?
Yes
No
Do you wish to favor a person who is not a legal heir?
Under Swiss law, a cohabiting partner is not considered a legal heir. Without a will, they will not automatically receive anything. However, you can plan to allocate a share of your estate to them, or favor any other person of your choosing.
Yes
No
Do you wish to allocate a specific item to a particular person?
For example: real estate, a valuable item, or a sum of money.
Yes
No
Have you designated your partner as the beneficiary of your 2nd pillar or your 3a pillar?
In Switzerland, a partner does not automatically receive these assets. They must generally be designated as a beneficiary with the relevant institution, subject to applicable conditions.
Yes
No
Would you like the assistance of a specialist lawyer to secure your inheritance?
Yes
No
Your estate planning statement
Analysis based on your personal and financial situation
Your situation
What the law stipulates in your situation
Analysis of your situation
Access your full analysis
We have identified several risks in your situation.
Display your detailed analysis along with recommendations from legal experts to protect your loved ones.
No commitment
100% confidential
Immediate result
⚠ Risks identified without specific organization
Our recommendations for you
