The Small Estate Affidavit is utilized in Switzerland when an estate meets certain criteria for simplified administration under Swiss law. This document type is particularly relevant when the estate's value falls below certain thresholds (as determined by cantonal authorities) and when there are no complicated inheritance issues or disputes among heirs. The affidavit includes comprehensive information about the deceased, their assets and liabilities, and all potential heirs, while complying with both federal Swiss Civil Code requirements and cantonal regulations. It serves as a cost-effective and time-efficient alternative to full probate proceedings, allowing heirs to claim and distribute assets without extensive court involvement. The document must be prepared with careful attention to Swiss inheritance law requirements and may need to be notarized depending on the canton's specific requirements.
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1. Declaration Header: Formal introduction identifying the document as a Small Estate Affidavit and the jurisdiction (Swiss canton)
2. Declarant Information: Full details of the person making the affidavit, including their relationship to the deceased
3. Deceased Person Information: Complete details about the deceased person, including full name, last address, date and place of death
4. Estate Qualification Statement: Declaration confirming the estate meets the requirements for simplified processing, including approximate value
5. List of Assets: Detailed inventory of all known assets belonging to the deceased, including bank accounts, property, and personal effects
6. List of Known Debts: Statement of all known debts and liabilities of the deceased
7. Heir Information: List of all legal heirs, their relationships to the deceased, and their contact information
8. Distribution Plan: Proposed plan for distribution of assets among heirs according to Swiss inheritance law
9. Verification Statement: Formal statement verifying all information provided is true and complete
10. Signature Block: Space for declarant's signature, date, and notarization if required
1. Last Will Reference: Include when there is a valid last will or testament, describing its contents and impact on distribution
2. Foreign Asset Declaration: Required when the deceased owned assets in other countries
3. Marriage Contract Reference: Include when there was a marriage contract affecting inheritance rights
4. Renunciation Statements: Include when any potential heirs have formally renounced their inheritance rights
5. Previous Marriage Information: Required when deceased had previous marriages that might affect inheritance rights
1. Asset Inventory Schedule: Detailed listing of all assets with supporting documentation
2. Death Certificate: Official death certificate (certified copy)
3. Heir Identification Documents: Copies of identification documents for all heirs
4. Banking Information: List of bank accounts and financial institutions with account details
5. Property Documentation: Copies of property titles or relevant ownership documents
6. Family Book Extract: Official family record book extract (if applicable in the relevant canton)
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Professional Services
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Relevant Teams
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Private Client Services
Estate Administration
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Corporate Services
Property Administration
Document Management
Client Advisory
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Relevant Roles
Legal Counsel
Estate Administrator
Notary Public
Probate Lawyer
Wealth Manager
Trust Officer
Private Client Advisor
Tax Consultant
Property Manager
Legal Administrative Assistant
Compliance Officer
Bank Manager
Estate Planning Specialist
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