Estate planning

Settle your estate while it is still straightforward.

Swiss succession law rarely distributes an estate the way people assume it will. Without a will, unmarried partners inherit nothing and surviving spouses often end up sharing property with children.

We show you what the law would do in your case, and which instruments — wills, marriage contracts, gifts, advance directives — will achieve what you actually intend.

What we do for you

  • Wills and contracts of inheritance

    Drafted so they hold up, with the compulsory portions respected.

  • Marriage contracts

    Coordinating matrimonial property law with your succession plan.

  • Gifts and advances

    Passing on assets during your lifetime without creating disputes.

  • Executors

    A neutral party to administer the estate and relieve your family.

General information only. Nothing on this page constitutes personalised investment, tax or legal advice. Helfenstein Group does not hold client assets; all custody stays with the bank you choose, under your control. Decisions should be based on your own circumstances and, where appropriate, on a written analysis from a qualified adviser.

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