TemplateFamily, Inheritance & WealthDE
Live Book: spouses with minor children
Structured questionnaire and fact sheet for spouses with minor children: captures assets, income, holdings and family circumstances for marital, inheritance and estate planning.
Key data
- Type
- Template
- Language
- Deutsch
- Last updated
- November 2025
- Version
- 2025.1
- Format
- Word and PDF
- Access
- Directly available
- Legal reference
- Switzerland (ZGB)
- Responsible
- Müller Paparis, family law practice
Dieser Inhalt ersetzt keine individuelle Rechtsberatung.
Preview
Template
Live Book: spouses with minor children
Structured questionnaire and fact sheet for spouses with minor children: captures assets, income, holdings and family circumstances for marital, inheritance and estate planning.
November 2025v2025.1
Preview · Word and PDF
Suitable for
- Preparation of a marital and inheritance contract
- Structured estate and retirement planning
- Stocktaking for the legal advice
Not suitable for
- Single persons (separate template)
- Married couples without children (see the corresponding template)
Template content
- Personal details, marital status, children
- Profession, income, assets and holdings
- Retirement provision, insurance and real estate
- Personal wishes for the estate
What needs adapting
- Family-specific constellations
- Assets and holdings abroad
- Retirement provision wishes
Zielgruppe
Married couples with children, advisers, lawyers
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