PLANNING
You wish to plan your estate
Looking to secure your family's future through estate planning? Our specialized law firm brings decades of experience in Swiss inheritance law, helping you navigate complex legal changes and create a tailored succession plan that truly reflects your wishes.
Our law firm specializes in family law. Our members have handled thousands of cases—both amicable and contentious—and managed countless situations that can arise during these procedures.
This extensive experience allows us to clearly explain which approaches succeed and which ones don't.
Estate and succession planning begins with your wishes and helps you find the best ways to fulfill them. We can often explore multiple options to achieve your goals. When legal or tax constraints limit these options, we ensure your chosen approach remains viable and effective.
Planning ahead helps avoid arbitrary outcomes and ensures smoother, more predictable life events. This core principle applies to all pre-nuptial agreements, post-nuptial agreements, and wills. We guide you through these processes while making certain your wishes remain legally protected under any circumstances. We offer a balanced assessment of your rights and obligations. For any uncertainties, we work to measure their impact and provide you with a clear path forward.
Frequently Asked Questions
Is it possible to write a will that only covers assets located in Switzerland?
Yes, under Swiss law. Compatibility with the country of residence is systematically verified through specialized local attorneys. It is even possible to choose a partial election of Swiss law for certain reasons provided for by Swiss law.
Is it possible to subject your will to foreign law even if you are domiciled in Switzerland?
In principle yes, if you have the nationality of the country concerned.
The law changes on January 1st, 2025. It will become easier for foreigners to choose foreign law even if they have Swiss nationality. Thus, the new Art. 91 LDIP provides that a person can subject their succession by will or inheritance pact to the law of one of their national States. The testator must have had the nationality in question either at the time of making the disposition or at the time of death.
What are the rules regarding forced heirship?
The rules underwent a drastic change with the new inheritance law that came into force in January 2023. The forced heirship portion is now reduced to half of the statutory share for children and spouse. The parents' forced heirship has been eliminated.
With this clarification, Swiss law does not automatically invalidate a will in case of violation of forced heirship rules. Proper legal advice can in practice give you good chances of significantly increasing your room for maneuver.
PLANNING
See also
- You plan signing a pre-nup, a post-nup or plan your inheritance
- You intend to plan your retirement
- You would like to appoint us as executor of the will
- You wish to draft advance medical directives
- You wish to draft a mandate in case of incapacity
- You are relocating to Switzerland and wish to understand the impact on your marital situation
OTHER EXPERTISE
Discover our other areas
Succession
You intend to settle an existing estate
Settling an estate in Switzerland can often be achieved through straightforward formalities when all heirs are in agreement. However, when an heir refuses to cooperate, Swiss courts have the authority
Divorce & Separation
You are headed for a divorce
Are you facing divorce proceedings in Switzerland and seeking expert guidance through this challenging time? Our specialized family law team brings decades of experience in both amicable and contentio
Protection
You want to protect an adult
Are you concerned about a loved one's assets being at risk due to undue influence? Swiss law provides robust protective measures for both domestic and international cases. Learn how we can help safegu