Frequently Asked Questions
To review your pension entitlements, we typically request your AHV registration details, occupational pension statements, any previous pension payment notices, and identification documents. These help us assess contribution records and advise on potential gaps or optimization strategies.
In Switzerland a will must be in writing, dated, and signed by you. It can be handwritten or notarized. We guide you through each step, ensure clarity in inheritance instructions, and confirm compliance with cantonal regulations to avoid future disputes.
Swiss inheritance law grants compulsory shares to spouses and children. While you can specify distributions beyond these shares in your will, compulsory portions cannot be reduced. We help you structure an estate plan that respects both your wishes and legal requirements.
A healthcare directive documents your treatment preferences and designates a trusted person to make decisions if you become incapacitated. It ensures medical teams and loved ones follow your wishes, reducing stress during critical healthcare situations.
Settlement duration depends on estate complexity, asset types, and whether heirs agree on distributions. Simple cases may conclude within a few months, while contested or cross-border estates can take over a year. We manage the process efficiently and keep you informed.
Our fees are based on the scope of services, complexity of your case, and applicable cantonal fee schedules. We provide clear estimates during our initial consultation and keep billing transparent throughout the process.
Yes, we coordinate with tax specialists to address pension taxation, filing requirements, and potential deductions. Our holistic approach ensures your legal and fiscal interests align and minimize liabilities.
Periodic reviews are recommended, especially after major life events like marriage, divorce, or changes in wealth. We offer annual check-ins and can update documents to reflect new circumstances or legal changes.
A power of attorney document must be signed and notarized. You decide the scope—financial, healthcare, or both. We draft clear instructions to ensure your agent can act effectively on your behalf when needed.
Our team is fluent in English, German, French, and Italian. We ensure all legal documents and consultations are available in your preferred language to avoid misunderstandings.
Yes, we offer secure video and phone consultations for your convenience. Digital meetings follow the same confidentiality and professional standards as in-person sessions.
Appointments are typically available within one week of your inquiry. Urgent matters may be scheduled sooner. Please contact us to discuss your timeline.
We focus exclusively on senior legal needs, combining specialized expertise in Swiss pension systems, estate law, and healthcare directives. Our client-centered approach ensures you receive clear, practical advice tailored to your retirement phase.
Pensioners can schedule an appointment at our Zurich office or arrange a remote consultation via phone. We review your current estate documents, discuss your intentions, and outline the most suitable steps under Swiss law.
Our fee structure is transparent. Initial consultations start at 150, and we offer fixed-fee packages for estate planning and pension reviews. Detailed estimates are provided after the assessment phase.