Prepare today. Spare your loved ones tomorrow.
Organise your important information before it becomes hard to find.
Many people consult a notary to draw up a will, or take out a funeral plan with a funeral home. The purely administrative and practical side of everyday life, however, is almost always forgotten.
Yet this is the main source of stress for heirs: unknown bank accounts, insurance policies that cannot be found, missing information. Over time, documents, contracts, insurance policies and subscriptions get scattered.
Ailes&Vous fills this blind spot and organises your personal and administrative file with you.
Planning ahead is not about expecting the worst: it is about taking care of the people who matter to you.
What we organise
- Important documents
- Banking relationships
- Insurance and pension provision
- Housing commitments
- Trusted contacts
- Assets and belongings
- Digital life
- Personal arrangements
In detail, area by area
Important documents
- Useful information for your loved ones
- Where the original documents are kept
- Contact details of the people and professionals to contact
Banking relationships
- Banks and existing financial relationships
- Current accounts, savings accounts, safe deposit boxes
- Mortgage commitments and outstanding loans
Insurance and pension provision
- Health insurance and supplementary insurance
- Life insurance, household contents insurance, personal liability
- Occupational pension provision: 2nd and 3rd pillars
Housing commitments
- Property management agency or landlord, lease
- Important contracts, subscriptions and everyday services
Trusted contacts
- Notary, accountant, family doctor
- Executor, if appointed
Assets and belongings
- Vehicles, valuables, collections
Digital life
- Online accounts, social networks, cloud
- Wishes regarding deletion or memorialisation
Personal arrangements
- Will and funeral wishes
- Mandate in case of incapacity and advance healthcare directives
- The client’s priorities
The format of the file
A secure physical binder and/or an encrypted digital summary, handed to the person concerned. We keep a copy to ensure the follow-up and updating of the file over time.
What the file does not replace
- Will and inheritance contract
- Mandate in case of incapacity and advance healthcare directives
- Funeral wishes and prepaid funeral plan
Ailes&Vous neither drafts nor validates these documents. We organise and accompany you to appointments with the appropriate professionals (notary, funeral directors), and handle the practical coordination once these documents have been drawn up.
How we proceed
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Understanding your situation
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Identifying what already exists
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Structuring the file
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Taking over formalities on request
Fees
- CHF 350.—
- Opening and setting up the file
- CHF 120.—/hour
- Support and travel to meetings with the professionals involved
- CHF 60.—/year
- Annual follow-up and update
“Clear and complete information means time and energy saved for your loved ones, and easier work for the professionals who support them.”
Free initial conversation, with no obligation.
Your questions, our answers
Answers to the questions you may have before entrusting your formalities to us.
What happens to my file if something happens to you?
The file does not belong to us: you always keep an up-to-date copy, and we never keep any original documents. If we were no longer able to follow up, nothing would be lost: you or your loved ones already have all the information you need.
Who has access to my confidential information or my passwords?
We never collect or store your passwords or direct access to your bank accounts. We only record the existence of the accounts and where the original documents are kept.
Does this file replace a notarised will?
No. Our personal file brings together the administrative information essential to settling the estate in practice. It complements the will; it does not replace it.
How often should the file be updated?
A light review once a year is recommended. We contact you every year as part of the annual follow-up.
Didn’t find your answer? Write to us, we will reply with care within 24 h.
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
Have you just lost a loved one? We take over your formalities. Have you already started and no longer know where you stand? Let’s take stock together.
Putting things in order, calmly
or call us directly +41 77 810 70 70
WhatsApp · contact@ailesetvous.ch
