Profinder — Ganzheitliche Finanzberatung Schweiz

Estate Planning

Will, inheritance law & advance care directive clearly arranged

Plan ahead while you can still decide for yourself. With well-thought-out estate planning, you relieve your family and secure your final wishes.

Why you should plan ahead now

Nobody likes to think about death. But those who act in time protect the people who matter to them.

Decisions made today prevent conflicts and costly legal disputes tomorrow.

You relieve your family emotionally and financially – they won't have to make difficult decisions.

With the right strategy you can significantly save on inheritance and gift taxes.

An advance care directive and a living will protect you and your family.

We accompany you in arranging everything important – with empathy and expertise.

What many people underestimate:

"There's still time, I'm healthy after all."

In the event of an accident or illness, it can be too late. Then courts and the adult protection authority (KESB) decide.

"Statutory inheritance law is enough."

Without a will, the people you'd prefer to inherit often don't.

"We discussed it verbally."

Verbal agreements are not legally binding and often lead to inheritance disputes.

"Gifts will sort themselves out."

Without coordination with the will, gifts can lead to inequalities.

With the right planning you prevent inheritance disputes and secure your wishes.

What you need for complete estate planning

The four pillars of a well-thought-out estate arrangement:

1

A legally valid will

Clearly formulated, regularly updated and safely stored.

2

Advance care directive & living will

For the case that you can no longer decide for yourself.

3

Real estate arrangements

Who inherits the house? Sale or transfer? We clarify the best solution.

4

Family coordination

Open conversations prevent later conflicts between heirs.

Together we develop your individual estate strategy.

How we support you – step by step

From your wishes to legally secure documentation.

1

Initial meeting: Understanding your wishes

What matters to you? Who should inherit what? What is your situation?

2

Inventory

We record your assets, existing arrangements and family circumstances.

3

Strategy development

Will, gifts, advance care directive – we develop a tailor-made plan.

4

Implementation & documentation

We accompany you through legal implementation and secure the documents.

What you'll know after the consultation

You have clarity about:

How your wealth is distributed according to your wishes

What tax optimizations are possible

Who decides for you when you no longer can

How you avoid disputes among heirs

How you avoid interference from authorities

In short: you leave clarity instead of chaos.

Frequently asked questions about estate planning

Arrange your estate now

For you and the people who matter to you.

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Tell us what you need

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