Estate Settlement Agreement Template for Switzerland

1. International Assets: Required when estate includes assets in multiple jurisdictions

2. Business Interests: Needed when deceased owned business interests requiring special handling

3. Specific Bequests: Used when there are particular items or amounts to be distributed to specific beneficiaries

4. Ongoing Trusts: Required when settlement includes creation or management of trusts

5. Real Estate Transfer: Detailed provisions for handling real estate transfers, including necessary registrations

6. Charitable Donations: Required when estate includes charitable giving components

7. Family Maintenance: Provisions for ongoing family support or maintenance arrangements

8. Debt Settlement: Detailed provisions for handling significant estate debts

1. Schedule A - Estate Inventory: Detailed listing of all estate assets including valuations

2. Schedule B - Liabilities: Comprehensive list of estate debts and obligations

3. Schedule C - Distribution Matrix: Detailed breakdown of who receives what from the estate

4. Schedule D - Real Estate Details: Property descriptions, valuations, and transfer details

5. Schedule E - Personal Effects: Inventory and allocation of personal belongings

6. Appendix 1 - Death Certificate: Certified copy of death certificate

7. Appendix 2 - Will/Testament: Copy of last will and testament or inheritance contract

8. Appendix 3 - Tax Clearance: Tax authority clearances and certificates

9. Appendix 4 - Valuation Reports: Professional valuations of significant assets