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Stoeckli Simon
Cortaillod, Switzerland

Stoeckli Simon is the professional practice of Simon Stoeckli, a Swiss lawyer and notary based in Marin-Épagnier in the canton of Neuchâtel. He practices within Étude not-ne, which has legal and notarial professionals serving clients from several locations in the canton.His professional...
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How to make a valid will and settle an estate in Cortaillod

Succession law in Cortaillod is governed mainly by Swiss federal law, with cantonal rules and authorities handling local procedures. A will can direct how the part of an estate not reserved by law is distributed, name beneficiaries, and appoint an executor.

Swiss law generally permits a handwritten will or a will made as a public deed before a notary and two witnesses. A handwritten will must be written entirely by hand, dated and signed. A lawyer can advise on the wording and legal effect, but does not replace a notary where a public deed is required.

For Cortaillod residents, the relevant local framework is the Canton of Neuchâtel. French is the canton’s official language, so a French-language will and advice from a practitioner familiar with Neuchâtel procedure may make administration easier. The authority handling an estate depends on the deceased person’s circumstances and the applicable cantonal procedure.

When legal advice can prevent problems

  • A blended family: You want to provide for a spouse or partner while protecting children from an earlier relationship. A lawyer can check the proposed shares against protected inheritance rights and explain the effect of marriage-property rules.
  • An unmarried partner: You live together in Cortaillod and want your partner to inherit. An unmarried partner does not inherit automatically under Swiss intestacy rules, so advice can help you plan within the limits of reserved shares.
  • Property or family ties outside Switzerland: You own assets abroad or have a foreign nationality or domicile history. A lawyer can assess which law may apply and whether separate steps are needed in another country.
  • A business or farm interest: You want a particular child or co-owner to take over an asset without creating an impractical division. Advice can help coordinate the will with ownership arrangements and any relevant agreements.
  • Concerns about capacity or family pressure: You are older, ill, or expect a will to be challenged. A lawyer can help document the process and arrange appropriate independent advice when the will is prepared.
  • A will made elsewhere or in another language: You have moved to Cortaillod, or your existing document uses unfamiliar terms. A lawyer can review its formal validity, interpretation, and fit with your current family and financial situation.

Swiss and Neuchâtel rules that apply

Swiss federal law sets the main rules for wills and inheritance in Cortaillod. Cantonal law determines aspects of implementation, including which authority handles estate procedures.

  • Swiss Civil Code (Code civil suisse): Book Three governs inheritance, wills, inheritance contracts, and estate distribution. The Code entered into force on 1 January 1912. The inheritance-law reform effective 1 January 2023 reduced descendants’ reserved shares and removed parents’ reserved shares.
  • Federal Act on Private International Law (PILA): In force since 1 January 1989, it contains rules for succession cases with international connections, such as a deceased person’s foreign domicile or assets abroad. The applicable law depends on the facts, so cross-border cases need individual review.
  • Swiss Code of Civil Procedure: In force since 1 January 2011, it governs civil court proceedings within its scope. It may matter if heirs dispute a will or inheritance claim; it does not replace the Civil Code’s rules on making a will.

Frequently asked questions

Do I need a lawyer to make a will in Cortaillod?

No. Swiss law does not generally require a lawyer to prepare a will. Legal advice is useful when family arrangements, substantial assets, or cross-border issues make the consequences less straightforward.

What makes a handwritten will valid?

The testator must write the entire will by hand, include the date, and sign it. A typed document with only a handwritten signature does not meet the ordinary requirements for a handwritten will.

Can I use a notarial will instead?

Yes. A public will is made before a notary with two witnesses under the statutory formalities. A notary can explain the signing process and may charge fees under the applicable cantonal rules.

Can my unmarried partner inherit automatically?

No. An unmarried partner is not an heir under the ordinary Swiss intestacy rules. A will may make provision for that partner, subject to the protected shares of eligible heirs.

Who has a protected share of an estate?

Under the rules effective since 1 January 2023, descendants and a surviving spouse or registered partner have reserved shares. Parents no longer have a reserved share, but other family members may still inherit if there is no valid will and the statutory order applies.

Can I leave everything to one person?

That depends on whether you have heirs entitled to reserved shares. You can generally distribute the portion not protected by those shares, but a will cannot simply remove a protected entitlement.

How long does it take to prepare a will?

A straightforward will may be prepared after one or two consultations, often within days or weeks. Complex family or international matters can take longer because documents, asset details, and legal questions need review.

What does a lawyer or notary charge?

Fees depend on the work, complexity, and whether the document is a private will or a public deed. Ask for a written estimate that separates legal advice, drafting, notarial work, and any applicable taxes or disbursements.

Can I write my will in English?

Swiss law focuses on the required form and the testator’s intent, rather than requiring every will to be in French. A lawyer should check the wording and formalities, particularly if the will may need to be interpreted or used outside Switzerland.

Where should I keep my will?

Keep it somewhere secure and make sure a trusted person knows how to locate it. Ask a Neuchâtel notary or the competent cantonal authority about available deposit arrangements and how the document will be found when needed.

Can I change my will later?

Yes. A person with the required capacity can generally revoke or replace a will by following valid formalities. Make the new document clear about its effect on earlier wills and ensure the original can be located.

Official resources

  • République et Canton de Neuchâtel: The cantonal government provides information about cantonal authorities and procedures relevant to residents and estates. Contact the relevant service to confirm which authority handles a specific case.
  • Commune de Cortaillod: The municipal administration can direct residents to local and cantonal public services. It is not a substitute for legal advice about a will or inheritance dispute.
  • Ordre des avocats neuchâtelois: The Neuchâtel bar association can help the public identify lawyers practising in the canton. Ask prospective lawyers about their succession-law experience, languages, availability, and fees.

Steps to find and hire a succession lawyer

  1. Clarify your goal: Write down whom you want to benefit, any particular assets or conditions, and questions about family or overseas connections. This usually takes a few days.
  2. Gather key information: Collect existing wills, marriage or partnership documents, details of children, and a basic list of assets and debts. Do not send sensitive documents until the lawyer explains how they will be handled.
  3. Find local candidates: Contact the Neuchâtel bar association or ask for referrals to lawyers who handle wills and inheritance matters in the canton. Check whether they can advise in your preferred language.
  4. Arrange initial consultations: Contact two or three candidates and describe the issue briefly. Ask about availability, experience with similar cases, and whether the first meeting is charged.
  5. Compare scope and fees: Request a written estimate explaining what drafting, advice, revisions, and coordination with a notary will cost. Confirm whether the estimate is fixed or based on hourly work.
  6. Review and sign carefully: Check the final document against your wishes and ask the lawyer to explain its consequences. Complete the required handwritten or notarial formalities, then arrange safe storage and tell a trusted person where it is kept.

Lawzana helps you find the best lawyers and law firms in Cortaillod through a curated and pre-screened list of qualified legal professionals. Our platform offers rankings and detailed profiles of attorneys and law firms, allowing you to compare based on practice areas, including Will & Testament, experience, and client feedback.

Each profile includes a description of the firm's areas of practice, client reviews, team members and partners, year of establishment, spoken languages, office locations, contact information, social media presence, and any published articles or resources. Most firms on our platform speak English and are experienced in both local and international legal matters.

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Disclaimer:

The information provided on this page is for general informational purposes only and does not constitute legal advice. While we strive to ensure the accuracy and relevance of the content, legal information may change over time, and interpretations of the law can vary. You should always consult with a qualified legal professional for advice specific to your situation.

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