A Letter of Intent Will is typically used in Swiss estate planning as a preliminary step before creating a formal will. This document is particularly useful when individuals are in the early stages of estate planning or when they want to document their current thinking while finalizing their formal arrangements. The document helps communicate preliminary intentions to family members and advisors, especially in complex estates or situations involving international assets. While not legally binding under Swiss law, it serves as a valuable reference point for the eventual creation of a formal will and must be drafted with awareness of Swiss forced heirship rules and other relevant provisions of the Swiss Civil Code. The Letter of Intent may also be useful in situations where immediate documentation of intentions is desired while formal estate planning is still in progress.
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1. Date and Place: Current date and location of writing, important for establishing timeline of intentions
2. Identification of Writer: Full legal name, date of birth, and current address of the person expressing their testamentary intentions
3. Declaration of Capacity: Statement confirming the writer's mental capacity and that they are acting freely and without coercion
4. Purpose Statement: Clear statement that this is a non-binding Letter of Intent regarding future testamentary arrangements
5. Current Family Status: Overview of immediate family members and potential heirs, relevant for forced heirship considerations
6. General Intent: Broad overview of intended estate distribution and main beneficiaries
7. Key Asset Categories: General categorization of major assets intended to be included in the future will
8. Signature: Personal signature and date of signing
1. Specific Bequests: Preliminary list of specific items or assets intended for particular beneficiaries, used when there are particular valuable or sentimental items to be addressed
2. Charitable Intentions: Statement of intended charitable giving, included when philanthropic elements are planned
3. Business Interests: Overview of business succession intentions, required when the testator owns business interests
4. Guardian Nominations: Preliminary thoughts on guardianship for minor children, included when applicable
5. Estate Administration: Preliminary thoughts on executor appointment and estate administration, useful for complex estates
6. Foreign Assets: Mention of assets in other jurisdictions and related intentions, needed when international assets exist
1. Preliminary Asset Schedule: High-level list of major assets and their approximate values
2. Family Tree: Visual representation of family relationships, particularly useful for complex family structures
3. List of Properties: Overview of real estate holdings and intended disposition
4. Business Holdings Overview: Summary of business interests and preliminary succession plans
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