ChecklistFamily, Inheritance & Wealth
Estate planning: information and documents needed
Which documents, information and decisions are required for complete estate planning.
Format
PDF · 8 pages
Last updated
January 2026
Version
1.0
Access
Directly available
Legal reference
Switzerland
Responsible
Müller Paparis, family, estates & wealth practice
Zweck
This checklist helps you gather all relevant information and documents for estate planning before meeting a specialist.
Enthalten
- Personal data and family situation
- Marital contract, existing wills and inheritance contracts
- Asset overview: real estate, bank deposits, securities
- Debts and obligations
- Digital estate
- Powers of attorney and advance-care mandate
- Insurance and pension assets
Not included
- Individual inheritance-law advice
- Tax plans or inheritance tax calculation
- Drafting wills or inheritance contracts
Zielgruppe
Private clients & families
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