Glossary
Forced Heirship
The forced heirship share is the legally protected minimum portion of an estate that a testator cannot freely dispose of. Since the inheritance law revision of 1 January 2023, only descendants and the surviving spouse or registered partner are protected; the forced share for parents was abolished. For both remaining groups the protected share is half of the statutory entitlement (Art. 471 ZGB). What remains after deducting the protected shares is the freely disposable portion.
At a glance
Since 1 January 2023, only descendants and the surviving spouse or registered partner are protected by forced heirship.
The protected share is half of the statutory entitlement for both groups (Art. 471 ZGB); the former parental share has been removed.
The revision enlarged the freely disposable portion, creating more room for estate planning.
Frequently asked questions
Part of the topic
Lebensereignisse & FinanzenSources: Systematische Rechtssammlung (fedlex), ZGB SR 210 · Gerichte des Kantons Zürich, Pflichtteil