Notary for Inheritance Contract / Will

1. Publicly Notarized Will: A publicly notarized will is created with the assistance of a notary and two witnesses. This form provides a high level of legal certainty and is less prone to disputes.
2. Handwritten Will: A handwritten will must be written entirely by the testator from beginning to end, including the date (year, month, and day) of its creation, and must be signed by the testator. This type is generally less formal and may lead to challenges regarding its validity or interpretation.
3. Emergency Will: In acute emergency situations, a testator is allowed to create an oral will. The testator must declare their wishes in front of two witnesses and instruct them to arrange for the necessary notarization of their will as soon as possible.

It is advisable to seek legal counsel before creating a will to ensure that all legal requirements are met. The Beeler & Marbacher law firm and notary office provide ideal conditions for competent advice and to develop tailored solutions with you. Our notaries can also publicly notarize wills.

What is the difference between an inheritance contract and a will?

Both the inheritance contract and the will are dispositions mortis causa, which determine how assets will be distributed after death. While the will is drafted by the testator and can be revoked at any time, an inheritance contract is an agreement between multiple parties, and any modification to it typically requires the consent of all contracting parties.

As notaries in the Canton of Lucerne and specialists in inheritance law, we are well acquainted with the advantages and disadvantages of both forms of disposition. We would be happy to work with you to find the appropriate solution.

When is an inheritance contract more sensible than a will?

Although a will is easier to create and amend, there are certain circumstances in which an inheritance contract is advantageous.

1. Comprehensive Family Arrangements: While the testator can only dispose of their own assets in a will, an inheritance contract allows multiple parties to obligate themselves legally in matters of inheritance, thereby significantly expanding the possibilities for arrangement.
2. Circumventing the Mandatory Share: An inheritance contract allows heirs protected by the mandatory share to legally waive their entitlement. This enables the testator to fully control their assets. Such a waiver can be compensated, for example, with a lifetime gift.
3. Business Succession: In the context of business succession planning, an inheritance contract can be helpful in detailing the heirs' shares and responsibilities, including the management of the business and the distribution of profits.
4. Mutual Obligations: In certain cases, spouses may wish to favor each other to the maximum extent while ensuring that the assets remain within the family after death. Mutual obligations in an inheritance contract can address this desire.

If you also wish to comprehensively regulate your estate but are unsure whether this is best achieved through an inheritance contract or a will, the specialists in inheritance law and notaries at Beeler & Marbacher Law Firm and Notariat are here to assist you. With our extensive experience and expertise, we guarantee competent and comprehensive advice.

Notary Office Beeler & Marbacher - Your Contact for Inheritance Contracts and Wills in Lucerne

The Beeler & Marbacher Law Firm and Notary Office is your ideal partner for all matters concerning inheritance contracts and wills. Are you looking for knowledgeable and straightforward professionals? We are here for you as notaries in the Canton of Lucerne and lawyers with specialized expertise. With our extensive experience and commitment to individualized solutions, you can rely on receiving top-notch advice and professional notarizations.