Mon Héritage Sàrl assists with inheritance matters and the transmission of property in Switzerland and abroad. Services include lasting power of attorney mandates, estate planning, formalities in case of death, dispute resolution/mediation for inheritances, and emotional support.
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Industry:Fiduciary Offices
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Plan the transfer of assets
Tailored legal advice on the transfer of assets, meeting with heirs/beneficiaries, preparation of legal documents, trusts, foundations and inheritance tax.
Power of attorney in case of incapacity
Advice on the power of attorney in case of incapacity, assistance with drafting the documents, registration and filing, as well as support in choosing medical professionals.
Steps in case of death
Knowledge of the rights and obligations of an heir, search for wills and bank accounts, obtaining inheritance certificates, contacts with authorities, banks and notaries.
Defuse and manage inheritance disputes / Mediation
Managing inheritance conflicts with authorities, heirs, EMS, banks and insurers, as well as steps related to enforcement, debts and bankruptcy.
Emotional support
Support during bereavement with partner psychologists via phone, online or in person.
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