When the day comes, someone takes care of everything
After a death, the family inherits dozens of formalities, just when it has the least strength for them. With the Support, someone from LEGATEM takes them on in the family's place.
How it works
Your LEGATEM referent acts as an administrative agent. Neither notary nor lawyer, they work alongside them. The family gives them a mandate; they carry out the formalities and keep the family informed. No forms to fill in, no offices to chase.
What we take on
- Official formalities
- Banks
- Pension funds
- Insurers
- Subscriptions and cancellations
- Landlord or agency
- Digital life
- Coordination with the notary
The family gives us a mandate.
The referent carries out the formalities for them.
The family is kept informed, with no forms to fill in.
Essential
- Guided list of formalities
- Ready-to-use letter templates
- A telephone helpline
Comfort
- Banks, insurers, subscriptions handled
- Cancellations coordinated
- Three months of follow-up
Premium
- Complex estates: property, taxation
- Coordination with the notary and authorities
- Six months of follow-up
The price depends on the level chosen and the situation. We present it at a first conversation, with no commitment.
If your loved one had a Vault, the referent finds in it, with the pieces gathered by the family, the list of accounts, contracts and people to notify. The Support remains open to every family, with or without a Vault.
This service is opening gradually in French-speaking Switzerland. Let's talk about your situation, with no commitment.
Request a conversationA path set by strict deadlines
In Switzerland, the first formalities are counted in days. The next ones stretch over months, and almost all of them fall to the family.
- Day 0The deaththe worst moment for paperwork
- Within 2 daysCivil registrymandatory declaration
- Within 8 daysOfficial notificationAHV, justice of the peace, tax office (canton of Vaud)
- Weeks and monthsLeft to the familya dozen organisations to notify
- Banks
- Insurers
- Pension funds
- Landlord or agency
- Subscriptions and telecoms
- Digital life
- Employer
- Taxes
Today, what matters is scattered
For you — searching everywhere
Accounts, contracts, insurance, digital access: each has its own portal, binder or drawer. Finding information takes time, and no one has the full map.
For your loved ones — piecing it all together
When the day comes, they must find every account and every contract, often without knowing where to start, and handle dozens of formalities when they have the least strength for it.