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Glossary

Estate Planning

Estate planning is the umbrella term for the forward-looking arrangement of wealth succession during one's lifetime. It combines inheritance-law instruments such as wills and inheritance contracts with marital-property considerations, like the choice of property regime, as well as tax and family aspects. The aim is to order the estate according to one's own wishes within the legal limits, for instance to secure the surviving spouse or to provide for descendants in a balanced way. For wealthy families, estate planning is a central part of a long-term wealth strategy.

At a glance

01

Estate planning bundles inheritance, marital-property, tax and family considerations into one overall picture.

02

Key instruments are the will, the inheritance contract and the choice of property regime via a marriage contract.

03

The statutory forced-heirship shares (Art. 471 CC) set the framework within which free disposal is possible.

Frequently asked questions

It covers the forward-looking ordering of wealth succession with inheritance-law instruments such as wills and inheritance contracts, the choice of property regime, and tax and family considerations. This allows the estate to be shaped according to one's wishes within the forced-heirship limits.
Because the orderly transfer of wealth across generations is closely linked to the long-term investment and pension strategy. At Everon, wealth succession is an integral part of holistic wealth management; the legal implementation is carried out with the relevant specialists.

Sources: Systematische Rechtssammlung (fedlex), ZGB SR 210 · ch.ch, Erben und Vererben