Estate planning

Work out what you want early on

You should already take steps to ensure your wealth is passed on in a way you think is best. And you should make sure that your wishes are still respected even if you can no longer express them yourself.

This means making important decisions in good time and taking the necessary steps to divide your inheritance, create a will or inheritance agreement, put in place a power of attorney, determine successors in your company and if required, appoint a suitable executor.

My customers put in place their succession plans in good time.

Karin Brunner

Estate Planning Expert

Important questions about estate planning

How should I organise my estate?

How do I make sure I leave as much as possible to my partner?

How can I protect my heirs from high taxes?

What must I take into account with advance legacies?

Blended families: How do the right people inherit assets at the right time?

How do I have my estate administered?

What do I need to know about powers of attorney?

I have inherited some money – what should I do?

What should I look out for when setting up my own foundation?

LGBT: How do I make sure I leave as much as possible to my same-sex partner?

Our offering

Estate consultation

VZ’s estate planning experts help you divide up your inheritance as you wish within the framework of the relevant legal options.

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Execution of wills

After your death, we divide up your estate in line with your wishes and are there to advise and support your heirs.

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Corporate succession planning

Do you want to be sure that your company continues to thrive if anything happens to you? Then talk to us before it is too late.

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VZ Safe

Store important documents such as your will or inheritance agreement digitally in the VZ Safe and you can access them at any time, no matter where you are.

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LGBT advice

VZ Zurich’s specialist LGBT Client Desk advises gay and lesbian couples on how to ensure their partners are financially secure.

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Estate planning expertise and resources

Estate planning

Work out what you want early on

Free-of-charge first consultation

Free-of-charge first consultation

Long-time quality leader

VZ Financial Portal