Life Events Inheritance
With inheritance planning from Credit Suisse, you determine the future of your assets, that everything is arranged according to your wishes.
Whom do I want as beneficiaries? What does a legally valid will have to contain? What are the applicable legal regulations? Is it better to make individual arrangements? No one likes thinking about these issues, but if you take care of this uncertainty in good time, you'll be on the safe side and prepared for any eventuality – for instance with an advance directive, will, and possibly a marriage and inheritance agreement. Let us advise you – the sooner, the better.
Within the space of just two minutes, the following video gives answers to some of the questions on inheritance planning raised above. Support your heirs and do your planning at an early stage.
An advance directive helps you make provisions in good time in case you are no longer able to make decisions one day due to an accident, severe illness, or old age. In the directive, you decide who will make the decisions for you if necessary. Drawing up an advance directive can be challenging. In our template, you will find some useful advice on text formulations and other formal requirements. Please adapt our template to your situation and your personal needs.
Depending on your family and asset circumstances, as well as the nature of your own wishes, it is recommended that you involve a person with legal training.
- Information sheet: Detailed information on the advance directive (PDF)
- Video: The advance directive made simple
- Advice article: Decide for yourself instead of having others do it for you