Estate planning helps seniors ensure their assets are distributed according to their wishes, minimizes probate complications, and provides clear instructions for loved ones.
Key documents include wills, living wills, durable powers of attorney for finance and healthcare, and advance directives to outline treatment preferences.
You can update your will by drafting a codicil or creating a new will that clearly revokes prior versions, then signing it before two witnesses.
A living will records your preferences for medical treatment if you become incapacitated and cannot express informed consent.
A durable power of attorney takes effect immediately and remains in force if you become incapacitated, while a springing power only becomes active upon a specified event or incapacity.
Strategies can include timely gifting, trusts, and insurance solutions. Discuss options early to comply with Swiss regulations and preserve dignity.
Guardianship assigns someone to make decisions for you if you lose capacity. Alternatives often involve advance directives and powers of attorney.
Yes, a healthcare power of attorney allows you to appoint a trusted person to make medical decisions if you cannot.
Property transfer can involve gifting during your lifetime, joint ownership arrangements, or inheritance contracts under Swiss law.
Review at least every three years or after major life events such as marriage, divorce, or acquiring significant assets.
Fees depend on complexity and service scope. We offer transparent estimates before work begins, tailored to seniors’ requirements.
Yes, for clients with mobility challenges we can arrange home or care facility visits at mutually convenient times.
We advise on Swiss and EU succession law to help clients with assets or heirs in multiple jurisdictions navigate complex rules.
Begin with a free introductory call to discuss your needs, followed by document review and a personalized action plan.