The History of the Zubber Family

Discover the history of the Zubber family

The Zubber family is making an important decision this year: to organise their estate to protect their loved ones and their assets. They want everything to be in order for the future.

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Every item has a story

Walter and Anna Zuber have lived in their family home in Switzerland for over thirty years. Together, they have built a life rich in memories and watched their two children, now 42 and 32 years old, grow up. They are also the proud grandparents of four grandchildren, including Emma, ​​the youngest in the family.

Over time, Walter and Anna began to think about an important question: how to organize their estate to protect their loved ones and pass on their assets according to their wishes.

The family home, their mountain apartment, and even the piano Emma loves to play hold special value for them. They want these possessions to remain in the family and be passed on in the best possible condition.

Upon discovering Legal Testa, Walter decided to conduct an initial estate planning assessment to better understand the rules applicable to his situation. In just a few minutes, he received initial guidance on the mechanisms of Swiss law and the various options available to protect his wife and organize the transfer of his assets.

Wanting to take things further, Walter and Anna decided to take advantage of the personalized support offered by Legal Testa. During a consultation with a lawyer, they were able to ask questions, clarify certain points of inheritance law, and consider the solutions best suited to their family situation.

This human approach reassures them. It allows them to understand the consequences of their choices and to organize their succession in a calm manner, while respecting the rules of Swiss law.

In particular, they can make provisions to protect the surviving spouse and allocate certain assets to their relatives, so that each element of their estate finds its place in the family history.

Today, Walter and Anna feel relieved. Thanks to Legal Testa's support, they were able to organize their estate with clarity and peace of mind.

They can now fully enjoy their family, happy to know that they made the right decisions to protect their loved ones.

How we helped the Zubber family

An initial insight into their situation

The estate planning assessment enabled them to quickly understand the rules applicable to their situation and to identify the main points of attention.

Personalized support

Thanks to the exchange with a lawyer during the 2-hour support session, they were able to clarify their questions and make choices adapted to their family and their assets.

Peaceful estate planning

They were thus able to organize their succession in a simple, secure and law-compliant manner, with the peace of mind of having made the right decisions for their loved ones.

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