Inheritance& legacy in favor of the Insopor Zen Academy

Inheritance & legacy mean a lot to us since the beginning of our activities. On the one hand they are important for our independent funding and then again they are a huge token of confidence. We are proud and thankful that our actions are being valued.

A will or a testamentary contract settles the most important questions regarding the inheritance and clarify the situation in the lifetime. They can assure that your last will is going to be respected and give the bereaved the certainty to act in accordance with the will of the deceased. You will therefore– regardless of your financial situation – be able to decide within the legal framework what you want to happen to your assets.

Legacy & Inheritance

With a legacy you can bequeath us a certain amount of money or material assets (i.e. real estate or bonds). In this case we are not inheritants but rather receive the determined amount or value.

Example

Last will (reminder: needs to be handwritten)

I, Sora Muster, born on the 19. December 2016, citizen of Arth / SZ, declare this to be my Last Will:

In favor of the Insopor Zen Academy based in Einsiedeln, Sagenplatz 7, 8840 Einsiedeln, I align a legacy in the amount of CHF ….

Place, Date, Name

 

Co-heiress

Taking the legal portion of the inheritance under account you can assign us as co-heiress und bequeath us a percentage of your property. In this case we will join the other heirs as a member of the community of heirs.

Example

Last will (reminder: needs to be handwritten)

I, Zora Muster, born on the 19. December 2016, citizen of Arth / SZ, declare this to be my Last Will:
As heirs in equal shares I appoint:
my brother Theodor Muster, resident in Einsiedeln
the Insopor Zen Academy based in Einsiedeln, Sagenplatz 7, 8840 Einsiedeln

Place, Date, Name

 

Sole heiress

If there are no heirs with a right to the legal portion of the inheritance, it is possible for you to appoint us sole heiress and bequeath us all your properties.

Example

Last will (reminder: needs to be handwritten)

I, Zora Muster, born on the 19. December 2016, citizen of Arth / SZ, declare this to be my Last Will:
As sole heiress I appoint:
The Insopor Zen Academy based in Einsiedeln, Sagenplatz 7, 8840 Einsiedeln

Place, Date, Name

 

Checklist

  • What kind of Testament do you prefer? Choose between an autographic and a notarial (official) testament.
  • Who is a legitimate heir? List the legitimate heirs with a right to the legal portion oft he inheritance (spouse, children, parents and siblings).
  • Who will inherit how much? Name the persons you want to either bequeath a part oft he inheritance or put on the legal portion oft he inheritance.
  • Who will be a substitute heir? Decide on substitute heirs in case legitimate heirs should die themselfes before the testament comes into effect.
  • Who will inherit the distributable share? You can name specific beneficiaries (persons or institutions).
  • Whom do you trust with the task? Name a neutral executor of the will.
  • Is the testament legally valid? Review your testament with a legally trained person (notary, lawyer).
  • Is the testament kept in a safe place? Keep your testament in a safe place and inform a person of trust. Most municipalities offer a service to keep your testament. Please inquire at your municipality or with your executor of the will.

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