From pbl.legal: Estate planning in Switzerland involves understanding inheritance laws, including forced heirship rules that protect certain relatives’ rights, while allowing for discretionary asset distribution through a disposable quota.

Relevant will types include public, holographic, and oral wills, each with specific requirements, and inheritance contracts that secure agreements between testators and heirs.

Navigating cantonal variations in inheritance tax and employing strategies such as establishing trusts or foundations can optimise asset management for high net-worth families.