¶¶Òõ¶ÌÊÓƵ

All Countries
Employment
Inheritance Settlement Agreement

Inheritance Settlement Agreement Template for Switzerland

Create a bespoke document in minutes,  or upload and review your own.

4.6 / 5
4.8 / 5

Let's create your Inheritance Settlement Agreement

Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.

Get your first 2 documents free

Your data doesn't train Genie's AI

You keep IP ownership of your information

Key Requirements PROMPT example:

Inheritance Settlement Agreement

"I need an Inheritance Settlement Agreement under Swiss law for a deceased parent with three children and a surviving spouse, including provisions for a family business and properties in both Zurich and Geneva, to be completed by March 2025."

Celebrated by
Collaborations with
Investors
Document background
The Inheritance Settlement Agreement is a crucial document used in Swiss estate administration to formalize arrangements between heirs and beneficiaries regarding the distribution of an estate. It becomes particularly important in cases involving multiple heirs, substantial assets, or complex family situations. The agreement must comply with Swiss inheritance law, particularly the forced heirship provisions of the Swiss Civil Code, and address both federal and cantonal tax implications. This document is typically prepared following the death of an individual and may be used either to implement the terms of a will or to agree on the distribution of assets in cases of intestacy. It serves as a comprehensive record of the agreed-upon distribution, includes necessary tax provisions, and provides protection against future claims through appropriate releases and waivers.
Suggested Sections

1. Parties: Identification of all heirs, beneficiaries, and estate administrators involved in the settlement

2. Background: Details about the deceased, date of death, existence of will/testament, and circumstances leading to this settlement

3. Definitions: Definitions of key terms used throughout the agreement, including specific asset categories and legal terminology

4. Estate Composition: Comprehensive inventory of the deceased's assets and liabilities at the time of death

5. Distribution of Estate: Detailed breakdown of how the estate will be divided, including specific allocations to each heir

6. Legitimate Portions: Confirmation that the distribution complies with Swiss forced heirship rules and calculation of legitimate portions

7. Tax Provisions: Allocation of responsibility for inheritance taxes and other tax obligations

8. Releases and Waivers: Mutual releases and waivers of future claims against the estate or other beneficiaries

9. Governing Law and Jurisdiction: Confirmation of Swiss law application and jurisdiction for disputes

10. Execution: Signature requirements and execution formalities

Optional Sections

1. Real Estate Provisions: Specific provisions for transfer of real estate properties, required if the estate includes real property

2. Business Interests: Provisions dealing with business ownership and transitions, needed if deceased owned business interests

3. Foreign Assets: Special provisions for assets located outside Switzerland, required for international estates

4. Dispute Resolution: Detailed dispute resolution procedures, recommended for complex estates or when family conflicts exist

5. Executor Provisions: Specific duties and powers of the executor, needed if an executor is appointed

6. Personal Property Distribution: Detailed provisions for distribution of personal effects and family heirlooms

7. Survivorship Provisions: Special provisions regarding surviving spouse rights, if applicable

Suggested Schedules

1. Schedule A - Estate Inventory: Detailed listing of all assets and liabilities in the estate

2. Schedule B - Distribution Plan: Detailed breakdown of who receives what specific assets

3. Schedule C - Real Estate Details: Legal descriptions and details of any real estate properties

4. Schedule D - Business Assets: Detailed inventory of business assets and interests

5. Schedule E - Tax Calculations: Breakdown of tax implications and calculations

6. Appendix 1 - Death Certificate: Copy of the death certificate

7. Appendix 2 - Last Will and Testament: Copy of any existing will or testament

8. Appendix 3 - Valuation Reports: Professional valuations of significant assets

Authors

Alex Denne

Head of Growth (Open Source Law) @ ¶¶Òõ¶ÌÊÓƵ | 3 x UCL-Certified in Contract Law & Drafting | 4+ Years Managing 1M+ Legal Documents | Serial Founder & Legal AI Author

alex.den.21@genieai.co
Relevant legal definitions
















































Clauses









































Relevant Industries

Legal Services

Financial Services

Real Estate

Wealth Management

Tax Advisory

Private Banking

Trust and Fiduciary Services

Notarial Services

Property Management

Family Office Services

Relevant Teams

Legal

Private Client Services

Wealth Management

Tax Advisory

Trust Administration

Estate Planning

Probate Administration

Client Relations

Property Services

Financial Advisory

Relevant Roles

Estate Planning Attorney

Private Client Lawyer

Wealth Manager

Tax Advisor

Notary Public

Trust Officer

Estate Administrator

Probate Specialist

Family Office Manager

Private Banking Relationship Manager

Legal Counsel

Financial Advisor

Property Manager

Succession Planning Specialist

Industries








Teams

Employer, Employee, Start Date, Job Title, Department, Location, Probationary Period, Notice Period, Salary, Overtime, Vacation Pay, Statutory Holidays, Benefits, Bonus, Expenses, Working Hours, Rest Breaks,  Leaves of Absence, Confidentiality, Intellectual Property, Non-Solicitation, Non-Competition, Code of Conduct, Termination,  Severance Pay, Governing Law, Entire Agreemen

Find the exact document you need

Employment Compromise Agreement

A Swiss law-governed agreement that documents mutually agreed terms for employment termination, including settlements and releases.

find out more

Debt Settlement Contract

A Swiss law-governed agreement between creditor and debtor establishing terms for settling an outstanding debt for less than the full amount owed.

find out more

Unfair Dismissal Settlement Agreement

A Swiss law-governed agreement resolving disputes arising from alleged unfair dismissal, setting out settlement terms and mutual releases between employer and employee.

find out more

Marital Agreement Divorce

A Swiss law-governed agreement detailing comprehensive divorce terms including property division, financial settlements, and related arrangements.

find out more

Binding Settlement Agreement

A Swiss law-governed agreement that formally resolves disputes between parties through legally binding settlement terms.

find out more

Marriage Settlement Agreement

A Swiss law-governed agreement establishing matrimonial property arrangements between spouses, requiring notarial authentication and compliance with the Swiss Civil Code.

find out more

Inheritance Settlement Agreement

A Swiss law agreement formalizing inheritance distribution and settlement among heirs, compliant with Swiss forced heirship rules and tax regulations.

find out more

Amicable Settlement Agreement

A Swiss law agreement that documents mutually agreed terms for resolving disputes between parties, including settlements, releases, and obligations.

find out more

Compromise And Release Agreement

A Swiss law-governed agreement that formalizes the settlement of disputes between parties, including releases and settlement terms.

find out more

Non Disparagement Settlement Agreement

A Swiss-law governed agreement combining settlement terms with mutual obligations to refrain from making disparaging statements, backed by Swiss legal protections and enforcement mechanisms.

find out more

Private Divorce Agreement

A Swiss law-compliant agreement detailing divorce terms and conditions, including property division, financial arrangements, and family matters.

find out more

General Mutual Release

A Swiss law-governed agreement where parties mutually release each other from claims and liabilities, providing a comprehensive settlement of disputes.

find out more

Settlement Release Agreement

A Swiss law-governed agreement that documents dispute resolution terms and mutual releases between parties, providing a binding settlement of claims.

find out more

Probate Settlement Agreement

A Swiss law-governed agreement that formalizes the distribution of a deceased person's estate and resolves inheritance matters among heirs and beneficiaries.

find out more

Consent Settlement Agreement

A Swiss law-governed agreement documenting mutually agreed terms to resolve disputes between parties and prevent future litigation.

find out more

Settlement Agreement Between Two Parties

A Swiss law-governed agreement that formally resolves disputes between two parties, including settlement terms and mutual releases.

find out more

High Low Settlement Agreement

A Swiss law-governed agreement that sets maximum and minimum settlement amounts in litigation, providing risk management benefits to both parties regardless of court outcome.

find out more

Fraud Settlement Agreement

A Swiss law-governed agreement that settles fraud-related claims between parties, establishing terms for resolution and compensation.

find out more

Estate Settlement Agreement

A Swiss law-governed agreement that formalizes the settlement and distribution of a deceased person's estate among heirs and beneficiaries.

find out more

Contract Dispute Settlement Agreement

A Swiss law-governed agreement that formalizes the resolution of a contractual dispute between parties, outlining settlement terms and mutual obligations.

find out more

Property Damage Settlement Agreement

A Swiss law-governed agreement that settles claims related to property damage, specifying compensation terms and mutual releases between involved parties.

find out more

Debt Resolution Agreement

A Swiss law agreement establishing terms for debt resolution between creditors and debtors, including payment schedules and settlement conditions.

find out more

Damage Settlement Agreement

A Swiss law-governed agreement that formalizes the settlement terms and compensation for damages between parties, including release of liability and payment conditions.

find out more

Redundancy Settlement Agreement

A Swiss law-governed agreement formalizing redundancy terms and settlement conditions between employer and employee, incorporating Swiss employment law requirements and social security provisions.

find out more

Car Accident Settlement Agreement

A Swiss law-governed agreement that settles all claims and compensation matters between parties involved in a vehicular accident, including insurance and liability aspects.

find out more

Dispute Settlement Agreement

A Swiss law-governed agreement that documents the formal resolution of a dispute between parties, including settlement terms and mutual releases.

find out more

Global Settlement Agreement

A Swiss law-governed agreement that comprehensively resolves multiple disputes or claims between parties across different jurisdictions, providing a complete and final settlement of all specified matters.

find out more

Full And Final Settlement Agreement

A Swiss law-governed agreement that provides a complete and final resolution of disputes between parties, including comprehensive settlement terms and mutual releases.

find out more

Amicable Agreement

A Swiss law-governed agreement documenting mutual settlement terms or understanding between parties, providing a formal framework for dispute resolution or relationship clarification.

find out more

Family Settlement Agreement

A Swiss law-governed agreement that formalizes arrangements between family members regarding assets, properties, and obligations under Swiss Civil Code requirements.

find out more

Download our whitepaper on the future of AI in Legal

By providing your email address you are consenting to our Privacy Notice.
Thank you for downloading our whitepaper. This should arrive in your inbox shortly. In the meantime, why not jump straight to a section that interests you here: /our-research
Oops! Something went wrong while submitting the form.

³Ò±ð²Ô¾±±ð’s Security Promise

Genie is the safest place to draft. Here’s how we prioritise your privacy and security.

Your documents are private:

We do not train on your data; ³Ò±ð²Ô¾±±ð’s AI improves independently

All data stored on Genie is private to your organisation

Your documents are protected:

Your documents are protected by ultra-secure 256-bit encryption

Our bank-grade security infrastructure undergoes regular external audits

We are ISO27001 certified, so your data is secure

Organizational security

You retain IP ownership of your documents

You have full control over your data and who gets to see it

Innovation in privacy:

Genie partnered with the Computational Privacy Department at Imperial College London

Together, we ran a £1 million research project on privacy and anonymity in legal contracts

Want to know more?

Visit our for more details and real-time security updates.

Read our Privacy Policy.