01
Record wishes and assets
We clarify persons, values, obligations, businesses and existing documents.
EXPERTISE · FAMILY, INHERITANCE & WEALTH
Shape today what is to take effect reliably in the future.
We develop estate planning solutions for individuals, couples, families and entrepreneurs. Personal wishes, compulsory shares, assets, businesses, real estate and practical implementation are aligned with one another.
How can we support you?
No arrangements have yet been made
Wishes, family, assets and responsible persons are to be structured for the first time.
What we do for you
Clearly defined services.
Taking stock
We record family circumstances, assets, businesses, existing documents and personal objectives.
Will & inheritance contract
We draft suitable dispositions and agreements.
Compulsory shares & beneficiary designations
We organise statutory limits and intended gifts.
Businesses & real estate
We link the estate with corporate, ownership and liquidity issues.
Implementation & updating
We coordinate form, safekeeping, executorship and regular review.
PLANNING MUST BE CAPABLE OF IMPLEMENTATION
A document alone is not yet an estate strategy.
Good planning also answers who can act, where liquidity is available and how assets are actually transferred or administered. We combine legal structuring with the family’s practical situation.
How we work
02
Develop the structure
We compare instruments and make the legal and practical consequences understandable.
03
Document and secure
We prepare the arrangements and coordinate form, safekeeping and review.
Considered in context
Marriage and matrimonial property law
The matrimonial property regime influences the future estate.
Business succession
Ownership and management of a business require a coordinated transfer.
Life and succession planning
Advance planning, powers of attorney and an overview of documents complement the estate arrangements.
Personally responsible
The right expertise. The right point of contact.
Estate planningInheritance lawMatrimonial property lawBusiness succession
Knowledge & tools
Current articles, updates and tools on the topic.
WillInheritance contractBeneficiary designationCompulsory shareEstate strategy
FAQ
Frequently asked questions
Your contact
Olivia Moser (formerly Baumann)
Attorney at law
Would you like to shape your estate deliberately?
We combine personal wishes, legal limits and practical implementation into clear planning.