TemplateFamily, Inheritance & WealthDE
Live Book: spouses without children
Structured questionnaire for childless couples to prepare a marital and inheritance agreement, with details on assets, income and pension provision.
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 without children
Structured questionnaire for childless couples to prepare a marital and inheritance agreement, with details on assets, income and pension provision.
November 2025v2025.1
Preview · Word and PDF
Suitable for
- Marital and inheritance contract advice for couples without children
- Estate and retirement planning
- Preparation of the legal advice
Not suitable for
- Married couples with children (separate template available)
- Single persons
Template content
- Personal details and marital status
- Profession, income, assets and holdings
- Retirement provision, insurance, real estate
- Wishes for estate and retirement provision
What needs adapting
- Individual asset situation
- Assets abroad
- Estate-specific wishes
Zielgruppe
Married couples without children, advisers, lawyers
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