Profinder — Ganzheitliche Finanzberatung Schweiz

Inheritance & Estate Planning

Planning for the worst case

No one likes to think about it. But if you love your family, you plan ahead – so that everything is in order and your loved ones are protected in an emergency.

Why estate planning matters for families

With children, you carry responsibility beyond your own lifetime. Planning ahead provides security and prevents problems.

No one likes to think about it – but planning ahead protects your loved ones from chaos and conflict.

With kids, estate planning is essential: who takes care of them if something happens to you?

Home, savings, insurance – who inherits what? Without a plan, the law decides.

Planning early saves inheritance tax and prevents family disputes.

We help you sort everything out – without complicated legal jargon.

What many families get wrong:

"We're still too young for a will."

Unexpected events happen at any age. Without a plan, the law decides – often not in your favor.

"It'll sort itself out."

Statutory inheritance law doesn't consider your wishes. Blended families are especially affected.

"We don't have much to leave behind anyway."

Even with modest assets, important questions arise: power of attorney, living will, guardianship.

"A will is enough."

A will is only part of it. Power of attorney and beneficiary designations for insurance and pension funds are just as important.

We show you how to properly protect your family – simply and clearly.

What you really need

The most important documents for your family's planning:

1

A legally valid will

Clearly state your wishes – who inherits what, and who takes care of the children?

2

A power of attorney

Who decides for you if you no longer can? Finances, health, children.

3

A living will

What should happen medically if you can no longer decide for yourself?

4

Clear beneficiary designations

Pension fund, pillar 3, life insurance – who receives what in case of death?

We check what you already have – and what's still missing.

How we support you – step by step

From the first question to a fully organized estate.

1

Initial consultation: your situation

Family circumstances, assets, existing arrangements – we get an overview.

2

Analysis & advice

What's already regulated? Where are the gaps? What does the law say in your case?

3

Concrete recommendation

You get a clear plan: which documents you need, what you should change.

4

Implementation with experts

We support you through the process – together with notaries and lawyers.

What you'll know after the consultation

You'll have clarity on:

Whether your family is protected in an emergency

Which documents you urgently need

How statutory inheritance law applies to your case

How to best protect your children

Which tax optimizations are possible

In short: you know your family is protected in an emergency.

Frequently asked questions about inheritance & estate planning

Start your estate planning now

Let's check together whether your family is protected.

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✓ Free initial consultation✓ Independent & transparent✓ 15+ years of experience