Your wishes matter.
Today and tomorrow.
We support the orderly implementation of testamentary wishes and estate administration, with commercial understanding, tax expertise and personal responsibility.
Review assets. Organise tasks. Carry out wishes.
Book an appointmentWhat we do
for you.
Executorship puts your instructions into practice. We combine estate organisation with attention to assets, ongoing obligations and tax matters.
Carry out testamentary wishes
We carry out the duties assigned to the executor in accordance with the relevant testamentary instructions. The nature and scope of our work follow the testator’s specific directions.
Organise the estate
We record assets and liabilities, organise the required documents and handle the tasks ahead. We communicate clearly with those involved.
Handle tax matters
We consider the tax aspects of estate administration, prepare the agreed returns and coordinate the necessary information and documents.
Administer & distribute
We support estate administration and distribution within the testamentary instructions. Where longer-term administration is intended, we organise our work accordingly.
Professional expertise with people in mind.
Tax adviser Christian Mangold, LL.M., is a certified executor (AGT) and certified estate custodian. He combines commercial and tax understanding with experience in business succession and inheritance law.
Executorship and estate custodianship are distinct roles. We discuss the support you need in a personal conversation.
Review testamentary instructions and the specific scope of the role.
Bring together assets, obligations and ongoing action needed.
Organise structured, clear communication.
Clarify the tasks.
Take responsibility.
We first clarify whether you are planning executorship in advance or need support with an existing estate. We then establish the tasks, responsibilities and other parties involved.
Clarify your needs
We discuss your plans or the current estate situation and review the relevant documents.
Organise the tasks
We review the estate and determine the organisational and tax steps required.
Carry out testamentary wishes
We carry out the responsibilities we have accepted and keep those involved informed of progress.
Which responsibilities would you like to settle?
We discuss your wishes or the specific estate situation and clarify which responsibilities we can take on.