Estate consultation

Making sure your will is enacted

Everyone wants the results of their hard work and savings to benefit those who are closest to them. In order to find the best solution for you, your surviving dependents and, where applicable, your company, it is worth talking to VZ’s estate planning experts. We help you divide up your inheritance as you wish within the framework of the relevant legal options. As the executor of wills, we take the burden off your heirs, administer your estate right through to dividing up your inheritance and make sure that your will is enacted as you wish. We also assist business owners with succession planning, helping ensure the company can continue to exist.

Separation of property is one of many factors that could affect how your assets are divided

Appointment

Free-of-charge first consultation

Talk to one of the experts at VZ. The first consultation is free-of-charge.

Estate planning

As part of our estate planning service, we show you how to make sure your surviving dependents are financially secure, how to avoid disputes among your heirs and how to best pass on your inheritance from a tax perspective. Our estate planning experts provide advice on drafting your will or inheritance agreement, supporting you every step of the way. They also check whether your assets can form part of your estate, that is to say whether they can be divided up as you wish after your death, as well as whether you can afford to pass on some of your wealth while you are still alive.

Award

Long-time quality leader

The VZ VermögensZentrum is awarded by "Bilanz".

Execution of wills

When executing a will, we make sure that your assets are divided up after your death as you wish. We take all the measures required to ensure that your inheritance does not decrease in value before being distributed and perform all the administrative work on your heirs’ behalf. If disputes arise among your heirs, we help negotiate between them to ensure a compromise is met.

When executing a will, we act as your personal point of contact, providing you with independent advice along the way. We also support you and your heirs through every step of the process – from developing viable succession plans, right through to dissolving a community of heirs.

Offer

VZ Financial Portal

VZ customers use their favourite banking services online.

Appointment

Free-of-charge first consultation

Talk to one of the experts at VZ. The first consultation is free-of-charge.

Succession planning

Is it important to you that your company continues to thrive if anything happens to you? Or after you have stepped back following retirement? Then you’ve come to the right place with VZ. Our strengths include our expertise, independence, years of experience in corporate transactions and wide-ranging network of buyers.

No matter whether you are passing on your company within your family or selling it to employees or a third party, we will help you determine a fair transfer / sale price as well as find and implement the right succession plan for you.

Appointment

Free-of-charge first consultation

Talk to one of the experts at VZ. The first consultation is free-of-charge.