Masked Man Milena Velba

risk management estate planning made easy

Step 1:

We provide you with the anticipated scope of services from:

 creating a checklist for estate planning;

 financial-economic monitoring of the preparation of a personal heritage register; incl.Patientenverfügung, care proxy, power of attorney

 financial-economic monitoring of the preparation of a testament template;

 Integrate and host of the living conditions, financial data and objectives;

 analysis of my financial situation and using a private
record in securing and in investments;

 financial-economic control optimization;

 Development of product-neutral recommendations for structuring
I bequeath assets;

 Written documentation of analysis and recommendations (budget);

 Personal presentation of the inheritance financial plan;

 assistance in the fiscal and legal review by the
Accountants, notaries and / or attorney of the trust.

Step 2
Emergency Registry data eingegeben.Dauer by telephone or on site in the computer about 2 hours. If the necessary documents, if not already registered for evaluation Covered:

Q uick R eference
required data
emergency record / heritage register / Testament

1st book of the family, birth certificates, family registers the family
2.Stammbuch parents with birth dates , certificate number,
data on deceased
3.Ehedaten, marriage contracts
4.Daten to church connection
5.Personendaten children, parents, grandparents, siblings
(if deceased, their children) with addresses
6.Notarverträge with real estate, real estate professionals, rental
7.Darlehensverträge
8.Schuldverhältnisse third
9.evtl. own advance directive for health professionals
10th Partnership agreements with local ownership,
11th Partnership documents, partnership, limited partnership company contracts
corporation contracts GmbH, AG
12.Anschriften legal and tax advisors and international
13.Steuernummer
14.Nationale Vested
15.Arbeits, leasing and pension contracts between allowance claimants
16.Pensionszusagen
17.LVA BFA or pension number, pension statements
18.Zusatzrenten
19.Versicherungsunterlagen (if not managed in VIP service)
20.Kapitalanlagen ( if not managed in VIP service)
21.Girokontendaten and authority
22.bestehende wills, inheritance contracts

Step 3:
After an overview is about the amount of work possible, the fee is agreed zuerwartender per hour.
experience:
doctor couple / 1 child: 1 practice, own house, condominium, investment € 70,000, two Loans (12 hours a 100 €)
doctor couple / with two previous marriages and five children: 2 practice reviews, 16 condominiums, for 900T € investments (34 hours a 100 €)
craftsmen married with two children: company valuation, 3 homes, for 120 € investment (25 hours a 100 €)

Step 4
evaluation of estate planning.
accounting, if the client is satisfied with the service provided.