{"id":28533,"date":"2017-03-16T18:10:15","date_gmt":"2017-03-16T17:10:15","guid":{"rendered":"https:\/\/www.deinadieu.ch\/respecting-your-wishes-an-expert-helps\/"},"modified":"2022-03-22T19:29:47","modified_gmt":"2022-03-22T18:29:47","slug":"respecting-your-wishes-an-expert-helps","status":"publish","type":"post","link":"https:\/\/www.deinadieu.ch\/en\/respecting-your-wishes-an-expert-helps\/","title":{"rendered":"Making sure your will is done \u2013 an expert can help"},"content":{"rendered":"\n

The rules of inheritance are actually all governed by the Swiss Civil Code (ZGB). If that were really the case, notaries and lawyers could devote themselves to other legal problems.<\/p>\n\n\n\n

Anyone who wants to make sure that their last wishes are respected should seek advice from an expert. During a consultation, the lawyer or notary starts by asking about the personal circumstances of the client or clients. The professional needs to know about the client\u2019s family situation. Whether there are any children who will inherit, and if so how many; whether there are any living parents; what the family tree looks like.<\/p>\n\n

An expert knows how much flexibility the law permits<\/strong><\/h2>\n\n

Then the lawyer or notary will explain about \u201cpower of disposition\u201d. In other words, they outline the flexibility allowed within the law and explain what portion of their estate a testator is permitted to distribute as they wish. This flexibility is constrained by the protection of statutory beneficiaries. This states precisely which portions of the estate can be bequeathed at the testator\u2019s discretion.<\/p>\n\n

Once the facts have been established, the client must answer the following question: \u201cWhat do you want to happen?\u201d Then the notary or lawyer assesses the various possibilities and outlines the options. The size of the estate is not important at this point. Estate planning experts think solely in terms of portions. After all, the estate may be very different by the time of the testator\u2019s death, so the discussion is all about who gets what \u201cslice of the cake\u201d.<\/p>\n\n

\n
\n
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I want to define for myself<\/strong>how my funeral should be.<\/div>\n
\n Funeral planning<\/a>\n Report a death<\/a>\n <\/div>\n
\n \n <\/div>\n <\/div>\n <\/div>\n <\/div>\n \n\n

The court keeps a public document<\/h2>\n\n

Once this has been decided, a lawyer or notary prepares a public document that is then deposited. Every canton has different rules determining what types of documents can be placed on record and where they can be deposited.<\/p>\n\n

If the circumstances are straightforward, a holographic will<\/a> is sufficient. It must be signed, and contain the place and date. The signature can be notarised but it does not have to be.<\/p>\n\n

The ZGB provides for two forms of testamentary disposition. It is up to each individual to choose the form they want. In the second scenario, the testator goes to the notary. The notary prepares a public deed. This has to be co-signed by a witness. If the testator does not have their own witness, lawyers have a pool of witnesses they can call upon. In addition to these two forms, there is also the emergency will. This is prepared by a notary at the deathbed of a seriously ill person. A witness must also be present<\/p>\n\n

Protect your partner with a contract<\/h2>\n\n

An option frequently used by married couples to determine what should happen to their property upon their death is the marital agreement<\/a>. This allows the married couple to benefit each other. Any property not covered by the statutory provisions must be dealt with in a public deed.<\/p>\n\n

Speaking of the law: A notary tells the author that while statute stipulates what happens to the estate of a same-sex couple in a registered partnership, there are no such provisions for heterosexual cohabiting couples.<\/p>\n\n

An executor organises the division of the estate<\/h2>\n\n

Clients often appoint a lawyer or notary to help them with estate planning, and might even appoint that person as executor. In estate planning, it is of course important to comply with the provisions of law regarding division of the estate.<\/p>\n\n

The first step is to look at the devolution of the estate. This specifies who is entitled to inherit, and how much.<\/p>\n\n

The next step is the division of the estate. Firstly, debts have to be paid. Then, on the so-called settlement day, comes the distribution of cash, material assets and real property.<\/p>\n\n

For large, complicated or intertwined assets, it is a good idea for the testator to appoint an executor. The executor takes the place of the deceased.<\/p>\n\n

\n
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You have not drafted up a will yet?<\/strong> Generate a free PDF template for<\/div>\n
\n myself<\/a>\n for another person<\/a>\n <\/div>\n
\n \n <\/div>\n <\/div>\n <\/div>\n <\/div>\n \n\n

The municipality of residence keeps \u201cInstructions in the event of death\u201d<\/h2>\n\n

Instructions to be observed after a death, along with the name of any executor, can generally be deposited at the municipality of residence. There, the funerals office is the first to learn of a person\u2019s death. If notarised documents are deposited with a court, however, they are often not opened until days or weeks later.<\/p>\n\n

So the best place to deposit any instructions for what must be done immediately following the death, such as funeral arrangements, is with the municipality. Documents relating to statutory provisions must be drawn up at a notary\u2019s office and then deposited with a court. If not all the heirs are known, the municipality must search for them. This involves extensive investigations, advertisements in newspapers etc.<\/p>\n\n

The timing of the death can affect the distribution of an estate<\/h2>\n\n

There is another important thing to remember concerning marital agreements. If partners bring children into the marriage, creating a so-called blended family, the children may not get along. If the spouses die together \u2013 in an accident, for example \u2013 the precise time of death may matter. If the husband dies first and the wife an hour later, her children are the statutory heirs because she died after her husband. This applies even if the deaths were separated by a matter of seconds.<\/p>\n\n

What should you do? An expert advises including the following sentence in the officially deposited marital agreement: \u201cDeath at any time within one month is deemed to be simultaneous\u201d. Or something along those lines. Any time span can of course be chosen.<\/p>\n\n

\n <\/i>\n \n \n

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In unserem Testamentgenerator<\/a> k\u00f6nnen Sie kostenlos ein Testament erstellen und die Organisation Ihrer Wahl ber\u00fccksichtigen.<\/p>\n

Was bedeutet ZEWO-zertifiziert?<\/strong><\/p>\n

Die ZEWO ist die Schweizerische Zertifizierungsstelle f\u00fcr gemeinn\u00fctzige Spenden sammelnde Organisationen. Die Zewo sorgt f\u00fcr Klarheit und Ehrlichkeit von Spenden sammelnden Organisationen und f\u00f6rdert das Vertrauen der Gesellschaft in die gemeinn\u00fctzige T\u00e4tigkeit. Sie setzt sich daf\u00fcr ein, dass Spendengelder zweckbestimmt, wirksam und wirtschaftlich eingesetzt werden. Hilfswerke, die sich von der Zewo pr\u00fcfen lassen und die strengen Anforderungen erf\u00fcllen, erhalten das Zewo-G\u00fctesiegel.<\/p>\n

www.zewo.ch<\/a>\n<\/p>\n

\n \n \n <\/span>\n <\/div>\n <\/div>\n","protected":false},"excerpt":{"rendered":"

The rules of inheritance are actually all governed by the Swiss Civil Code (ZGB). If that were really the case, notaries and lawyers could devote themselves to other legal problems.<\/p>\n","protected":false},"author":2379,"featured_media":28534,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[],"tags":[2285,2287,2288,2289,2251],"class_list":["post-28533","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","tag-close-relatives-next-of-kin","tag-confidant","tag-last-wishes","tag-notary","tag-will-en"],"acf":[],"yoast_head":"Will: making sure your last wishes are respected<\/title>\n<meta name=\"description\" content=\"If you want to make sure your last wishes are fully respected, you should seek the advice of an expert.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.deinadieu.ch\/en\/respecting-your-wishes-an-expert-helps\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Making sure your will is done \u2013 an expert can help\" \/>\n<meta property=\"og:description\" content=\"The rules of inheritance are actually all governed by the Swiss Civil Code (ZGB). 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Ich arbeitete w\u00e4hrend 30 Jahren als Journalist bei Ringier AG. 1982 begann ich als Produzent beim Blick, schrieb sp\u00e4ter f\u00fcr SonntagsBlick, Gesundheit-Sprechstunde und Schweizer Illustrierte. 2009 machte ich mich selbstst\u00e4ndig. Motto: \u00abIch schreibe mich durchs Leben.\u00bb Seit 2015 arbeitete ich zusammen mit Nicolas Gehrig, CEO und dem Team daran, das Webportal DeinAdieu aufzubauen. Hier kann ich schreiben. Und zwar \u00fcber das, was die Menschen am meisten interessiert. \u00dcber Menschen.","url":"https:\/\/www.deinadieu.ch\/en\/author\/martin-schuppli\/"}]}},"_links":{"self":[{"href":"https:\/\/www.deinadieu.ch\/en\/wp-json\/wp\/v2\/posts\/28533","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.deinadieu.ch\/en\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.deinadieu.ch\/en\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.deinadieu.ch\/en\/wp-json\/wp\/v2\/users\/2379"}],"replies":[{"embeddable":true,"href":"https:\/\/www.deinadieu.ch\/en\/wp-json\/wp\/v2\/comments?post=28533"}],"version-history":[{"count":36,"href":"https:\/\/www.deinadieu.ch\/en\/wp-json\/wp\/v2\/posts\/28533\/revisions"}],"predecessor-version":[{"id":55960,"href":"https:\/\/www.deinadieu.ch\/en\/wp-json\/wp\/v2\/posts\/28533\/revisions\/55960"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.deinadieu.ch\/en\/wp-json\/wp\/v2\/media\/28534"}],"wp:attachment":[{"href":"https:\/\/www.deinadieu.ch\/en\/wp-json\/wp\/v2\/media?parent=28533"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.deinadieu.ch\/en\/wp-json\/wp\/v2\/categories?post=28533"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.deinadieu.ch\/en\/wp-json\/wp\/v2\/tags?post=28533"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}