The "Succession" module allows to

  • prepare key wishes and guidelines for the preparation of a document with an accredited person
  • summarize the contents of the legal documents, once established
  • record the places of deposit and date of issue of the various legal documents
  • publish a set of PDF documents detailing the assets, liabilities and contractual relationships

 

The tabs available in the "Succession" module are

  • Succession
  • Documents
  • Addresses [G]
  • Health
  • Finance and legal
  • Executor
  • Personal guardian
  • Property guardian
  • Specific objects [G]
  • Notepad

 

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logo swiss label 140

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