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Home / FAQ's
Altersvorsorge Anwalt & Notar Ausland Darlehen & Schenkung Enkel Erbe antreten Erbvertrag Gesundheit Immobilien KESB Kinder Partnerschaft und Ehe Patientenverfügung Stiftung Testament verfassen Vorsorgeauftrag Willensvollstrecker Zentrale Begriffe im schweizerischen Erbrecht
26. August 2025

How much money can you give away each month?

Legally, you may give away as much money as you like. There is no upper limit. However, the key factor is whether your gift is considered a gift for tax […]


29. July 2025

How should I report my inheritance on my tax return?

Inherited assets must generally be reported on your tax return. In most cases, the inheritance can be entered in the “Gifts/Inheritances” section. In addition, inherited assets must generally be reported […]

Erbe antreten

4. March 2025

Is it okay to drive a deceased person’s car?

Quick Summary Under private law, the consent of the other heirs is required in order to drive a deceased person’s car. Later, during the division of the estate, the car […]

Erbvertrag

25. June 2024

Can I pass on my license plate?

In Swiss road traffic law, as in many other areas of law, a distinction must be made between federal and cantonal jurisdictions: While the Road Traffic Act (SVG) uniformly requires […]

Testament verfassen

19. December 2023

When must an inheritance be paid out?

The time it takes to receive an inheritance can vary. Generally, heirs can only dispose of the estate on their own after the division of the estate has been finalized. […]

Erbe antreten

25. April 2023

How can I revoke my will?

Any last will and testament may be revoked in whole or in part by the testator at any time. The same requirements apply to revocation as to the creation of […]

Testament verfassen

18. April 2023

How can I revoke a power of attorney?

The revocation of a power of attorney by the principal is possible at any time without any explanation. The revocation can be made in any form and only needs to […]

Patientenverfügung Vorsorgeauftrag

13. December 2022

How can I prevent our joint account from being frozen in the event of my partner’s death?

The requirements and controls regarding access to bank accounts following a death have become stricter over time. In the past, it was relatively easy to transfer bank accounts to new […]

Partnerschaft und Ehe

31. May 2022

What happens to a mortgage in the event of death?

A mortgage is a limited right in property that is encumbered on a property and serves to secure a monetary claim. If the debt secured by a lien is not […]

Erbe antreten Immobilien

24. May 2022

What happens to a bank account in the event of death?

After a testator’s death, the surviving relatives must deregister the deceased with government agencies and banks. As soon as they know which banks hold accounts in the deceased’s name, they […]

Erbe antreten

11. January 2022

From what amount is a monthly bank transfer considered a gift?

A gift's value or the gifted amount of money is not relevant to determine whether it was a gift or not. A gift within the meaning of the Swiss Code […]

Darlehen & Schenkung

21. December 2021

My heirs live abroad. Do they have to pay inheritance tax abroad or in Switzerland?

Your heirs are liable for tax in the canton where the deceased was last resident (spouses/registered partners are, however, exempt from inheritance tax in all cantons and descendants in most […]

Ausland Erbe antreten

23. November 2021

What to Do in the Event of a Death?

The most common places of death are at home, in a hospital, in a long-term care facility, or in a public place. The first—and entirely appropriate—response is to notify a […]

Erbe antreten

16. December 2020

Are my half-siblings entitled to inherit because we had the same father?

Your half-siblings are also heirs to your father's estate who are entitled to a compulsory portion. However, the half-siblings are not entitled to inherit from your mother's estate. It is […]

Erbe antreten

27. February 2020

How do I calculate the parental home’s value in the inheritance?

The answer to your question can be found in the ZGB (Swiss Civil Code). According to Art. 617 ZGB, the market value at the time of the division of the […]

Erbe antreten Immobilien

19. December 2019

Can I bequeath something to my godchild and my niece?

Of course, but the extent may be limited. Siblings are not heirs with compulsory portions. The niece/godchild can receive everything. Without a will, the siblings will inherit. So you can […]

Testament verfassen

3. December 2019

How do I draw up a power of attorney?

That depends on the type and scope of the power of attorney. There are ordinary powers of attorney granted between living persons, which may be oral or written and expire […]

Vorsorgeauftrag

31. October 2019

What happens if a member of a community of heirs dies? Who is the legal successor?

It can happen that one of the heirs dies before the division of the estate has been completed. In this case, the heirs of the deceased heir take his or […]

Erbe antreten

30. October 2019

Does the CAPA/KESB take action in every case of death or only if there is an advance care directive?

The Child and Adult Protection Authority (CAPA/KESB) is an institution for the protection of persons who are incapable of acting. It acts on appeal or ex officio where a person […]

KESB Vorsorgeauftrag

28. October 2019

How long does it take to settle an inheritance and complete an inheritance?

The time it takes to divide the estate can vary greatly. That depends on the circumstances (e.g. disputed inheritance or not). It can take up to 1.5 years. More about […]

Erbe antreten

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