CLARIFY service
Already started? Let’s take stock together.
No longer sure exactly where you stand?
You may already have called the bank, the AVS office, the property management agency. After a few weeks, doubts creep in: have all the organisations been informed? Was the notice period for the lease respected? Have I forgotten anything?
Together, we check what has been done, what remains to be done and the deadlines to meet.
What we review
- Letters sent and replies received
- Organisations contacted
- Documents gathered
- Tasks under way and key deadlines
- Inventory of possible oversights: organisations or creditors not yet contacted
- Inheritance options and analysis of the deadlines running: how acceptance, acceptance subject to public inventory, protective inventory and disclaimer work in practice
The outcome
A written summary after the appointment
You receive an email setting out the tasks under way, the deadlines and what remains to be done.
Fees
- CHF 120.— /hour
- Situation review
A situation review generally takes 1 to 2 hours, depending on how many tasks are already under way.
Free initial call.
Frequently asked questions
I have already taken some steps. Is it too late to contact you?
It is never too late. We take stock based on what you already have.
Does the situation review replace a notary?
No, the role is different: we do not provide legal advice. Legal questions are referred to the appropriate professionals and, in the event of a dispute or an identified risk of insolvency, to a partner notary or lawyer.
What are the deadlines for accepting or disclaiming an estate in Switzerland?
Heirs have several options: accepting the estate, requesting acceptance subject to public inventory, a protective inventory, or disclaiming it. The deadline for disclaiming is three months, and for acceptance subject to public inventory one month (art. 566, 567 and 580 of the Swiss Civil Code), from the day the heir learns of the death. We go through these deadlines with you to make sure everything is in order.
Do I need to have all the documents before contacting you?
No, that is not necessary. You can come with what you already have.
How long does it take to review the situation?
Generally 1 to 2 hours, depending on how many tasks are already under way. We agree on the duration with you during the free initial call.
Didn’t find your answer? Write to us, we reply within 24h.
A 30-minute initial conversation
Free and with no obligation.
Call us or write to us, and we will arrange the appointment together.
Other situations
Would you rather entrust the rest to us than handle it yourself? We take over the paperwork.
