Frequently asked questions

Answers to common legal questions for retirees in Switzerland

Bring your pension statements (AHV, occupational pension), existing wills or mandates, recent bank statements and any care contracts. A brief written summary of family relationships and property holdings helps us assess legal priorities efficiently.

A will must meet cantonal form requirements to be valid: handwritten or notarised formats have different effects. We explain which form suits your circumstances and draft documents that reduce the risk of later formal objections.

Yes. A property mandate or power of attorney can designate a trusted person to manage resources subject to specified limits. RenteMaxRat drafts mandates that define authority, reporting and safeguards to align with the client’s preferences and legal standards.

Cross-border assets require coordination of applicable law, recognition of foreign documents and potentially local counsel. We assess choice-of-law implications and recommend documentation that facilitates administration while respecting the client’s intentions.

Care costs are assessed according to cantonal rules and means-testing procedures. Legal planning can clarify who pays, how assets are considered and how to structure affairs to ensure necessary care is accessible while complying with legal obligations.

We provide a written summary of recommended actions, draft documents for review and propose a timeline for implementation. The process is staged so clients and families can proceed at a manageable pace with clear instructions and responsibilities.
01 Arrange an informed legal review

Start with a focused intake so we can identify immediate legal priorities and prepare a tailored plan. Our team at RenteMaxRat provides clear next steps and documentation options.

Practical legal guidance that aligns with Swiss practice and family needs.

12+ years combined experience
1,800+ documents prepared
Contact
Initial intake and document checklist provided upon request
Consultation with RenteMaxRat legal advisor
Retirement legal review