Lifetime Partnership Agreement for Switzerland

Lifetime Partnership Agreement Template for Switzerland

A comprehensive legal agreement governed by Swiss law that establishes and regulates a lifetime partnership between two individuals. This document addresses various aspects of the partnership including financial arrangements, property rights, healthcare decisions, and inheritance planning. It complies with Swiss Civil Code (ZGB/CC) and Contract Law (OR/CO) requirements while providing a framework for managing both personal and financial aspects of the partnership. The agreement includes provisions for asset management, mutual obligations, dispute resolution, and partnership dissolution terms, all within the context of Swiss legal requirements and cantonal regulations.

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What is a Lifetime Partnership Agreement?

The Lifetime Partnership Agreement serves as a foundational document for individuals seeking to establish a legally recognized long-term partnership under Swiss law. This agreement is particularly relevant in Switzerland where partners desire to create a formal structure for their relationship while maintaining flexibility outside traditional marriage frameworks. It encompasses crucial elements such as asset management, healthcare decisions, inheritance planning, and mutual obligations, all aligned with Swiss Civil Code (ZGB/CC) and Contract Law (OR/CO) requirements. The document is especially useful for partners who want to ensure clear legal standing in matters of property ownership, medical decisions, and financial arrangements. It provides comprehensive protection for both parties while accommodating Swiss legal requirements and cantonal variations in partnership recognition.

What sections should be included in a Lifetime Partnership Agreement?

1. Parties: Identification and details of the partners entering into the agreement

2. Background: Context of the partnership and purpose of entering into this agreement

3. Definitions: Key terms used throughout the agreement

4. Nature of Partnership: Declaration of partnership status and mutual commitments

5. Rights and Obligations: Core mutual rights and responsibilities of the partners

6. Financial Arrangements: Management of joint finances, expenses, and financial responsibilities

7. Property Rights: Ownership and management of joint and individual property

8. Residence Arrangements: Terms regarding shared residence and housing arrangements

9. Healthcare and Medical Decisions: Authority for medical decisions and healthcare responsibilities

10. Inheritance Provisions: Succession planning and inheritance arrangements

11. Dissolution and Termination: Conditions and procedures for ending the partnership

12. Dispute Resolution: Process for resolving disagreements between partners

13. Governing Law: Confirmation of Swiss law application and jurisdiction

14. General Provisions: Miscellaneous legal provisions including amendments and notices

What sections are optional to include in a Lifetime Partnership Agreement?

1. Children and Dependents: Provisions regarding existing or future children, used when either partner has or plans to have children

2. Business Interests: Handling of business assets and operations, included when partners have business involvement

3. International Assets: Management of international property and assets, needed for partners with foreign holdings

4. Power of Attorney: Mutual powers of attorney for specific matters, optional based on partners' needs

5. Religious Observances: Provisions for religious or cultural practices, included when relevant to the partners

6. Pets and Animals: Care and responsibility for pets, included when partners have or plan to have pets

7. Digital Assets: Management of digital assets and online accounts, relevant for partners with significant digital presence

8. Intellectual Property: Handling of intellectual property rights, needed when partners have IP assets

What schedules should be included in a Lifetime Partnership Agreement?

1. Schedule A - Asset Inventory: Detailed list of individual and joint assets at time of agreement

2. Schedule B - Financial Obligations: List of existing financial commitments and responsibilities

3. Schedule C - Property Details: Specific information about real estate and property ownership

4. Schedule D - Healthcare Directives: Detailed healthcare preferences and instructions

5. Schedule E - Contact Information: List of important contacts including doctors, lawyers, and family members

6. Appendix 1 - Financial Statements: Current financial statements of both partners

7. Appendix 2 - Legal Documents: Copies of relevant legal documents including wills and powers of attorney

8. Appendix 3 - Property Certificates: Copies of property ownership certificates and related documents

Authors

Alex Denne

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

Jurisdiction

Switzerland

Publisher

Genie AI

Cost

Free to use
Relevant legal definitions
Clauses
Relevant Industries

Legal Services

Financial Services

Wealth Management

Real Estate

Healthcare

Insurance

Family Office Services

Private Banking

Estate Planning

Professional Services

Relevant Teams

Legal Operations

Private Client Services

Wealth Management

Estate Planning

Family Law Practice

Document Management

Client Relations

Risk & Compliance

Personal Legal Services

Asset Management

Relevant Roles

Private Client Lawyer

Family Law Attorney

Estate Planning Lawyer

Wealth Manager

Financial Advisor

Trust Officer

Notary Public

Legal Counsel

Partnership Rights Specialist

Family Office Manager

Private Banker

Healthcare Proxy Administrator

Property Rights Lawyer

Civil Law 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

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