Estate & inheritance · Module 10

Decide yourself
who inherits what

Two instruments give you the wheel – the will and the contract of succession.

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Record your wishes

Two ways

Will or contract

Unilateral – changeable any time.

Binding – changeable only jointly.

UnilateralBindingForm

Form 1

Handwrittenwhole, dated and signed

No witnessesneeded

Formal flawmakes it contestable

Form 2

Notarizedwith two witnesses

Contractpublic deed required

Requirementcapable, from 18

Afterwards

Depositso it surfaces

Executorcarries out your wishes

Keep currentreview at each change

Good to know

💡 First step: Will or contract of succession – the right form decides whether your wishes hold in the end. Worth settling properly.

This video is no substitute for personal advice.
Baeriswyl Beratungen GmbH · Finance & pension planning · Fribourg