Current information, checklists, studies and practical implementation support

On this page, we will gradually publish materials that help people better understand estate topics and put them into practice.

This includes current information, structured checklists, selected studies and practical guidance.

• Overview: Legal Incapacity Who can act on your behalf if you become legally incapacitated – and under what conditions? The overview explains meaning, determination, consequences and the four ways to be represented, including a power of attorney.
• Inheritance Tax: Allowances & Exemptions Inheritance tax does not depend on the size of the estate alone. Our two-pager sets out the main allowances, tax exemptions and planning options – from personal allowances through to the major reliefs.
• Checklist for Handling an Estate What to do when a loved one dies? The checklist provides practical guidance for the first steps after a death – in five stages, including the key deadlines.
• Digital Estate Catalog – Overview What belongs in a complete estate? The catalog offers a structured overview of the most important estate items and helps identify possible gaps.

More content coming

This knowledge library is continuously expanded. We recommend subscribing via “Stay informed” to be notified when new content, checklists and implementation guides are published.