Formalities in case of death

  • Know your inheritance rights and obligations
  • Finding wills, other inheritance documents and bank assets
  • Obtaining inheritance certificates
  • Powers of an executor
  • Contacting the relevant authorities in Switzerland and abroad
  • Managing digital assets
    (filing, close messages, passwords)
  • Administrative procedures
    (declarations to the authorities, contract termination)
  • Contact with the authorities (justice of the peace, social security, insurance)
  • Management of property, contact with banks, independent managers (notice)
  • Power to execute wills
  • Contacts to buy and sell property (land register, notaries)
  • Contacts to organise funerals
  • Tax planning – Tax declarations and tax optimisation