Case-driven retirement law

Legal clarity for retirement: scenarios, cases, and realistic steps

SeniorLabLaw helps retirees and their families navigate pension claims, succession, and care planning through concrete examples and tailored action plans rooted in Swiss law.

28 Documented case studies

15 Cantonal process templates

Learn about our approach

Pension coordination

Stepwise guides and case checklists to recover and synchronize AHV/AVS and occupational pensions.

Estate and power of attorney

Model documents and execution scenarios that reflect Swiss succession rules and family dynamics.

Care contract review

Contract analysis and negotiation templates to protect assets and clarify responsibilities.

Mediation and dispute resolution

Facilitated negotiations and written agreements that aim to resolve family disputes without court escalation.

Experienced advisors with practical case experience at SeniorLabLaw

Our Team

SeniorLabLaw brings together legal professionals experienced in practical scenarios affecting retirees in Switzerland. Each team member works from case studies and real-life examples to design clear, step-by-step solutions for pension issues, estate planning, long-term care arrangements and contract reviews. Our approach emphasizes actionable scenarios and documented outcomes rather than theoretical promises.

Evelyn Carter

Lead Counsel for Retirement Affairs

Evelyn specializes in pension law and cross-border retirement cases. She builds strategies from precedents and client scenarios — for example, crafting a phased pension transfer plan for a retired couple with partial residency in Switzerland and Italy, minimizing paperwork complexity while protecting benefits. Her files focus on practical steps clients can follow and on preparing the necessary evidence to support entitlement claims.

Pension entitlement analysis Cross-border benefit coordination Case-based documentation

Marcus Duval

Senior Advisor — Estates & Incapacity

Marcus advises on wills, powers of attorney and incapacity planning with a scenario-driven method: he maps typical family situations, identifies legal pitfalls and prepares easy-to-execute documents. In one recent case study he helped a retired widow reframe an inheritance plan to reduce administrative burdens for her heirs and ensure faster access to funds for care needs.

Wills and succession planning Advance directives and mandates Practical estate administration

Luca Bernardi

Client Relations & Case Manager

Luca coordinates cases and turns legal strategies into step-by-step action plans. He prepares checklists, timelines and follow-up scenarios so clients and family members know exactly what documents, signatures and deadlines matter. A representative case involved guiding a client through appeals to a pension fund with staged paperwork submissions and timeline tracking.

Case coordination Client communication and checklists Administrative follow-through

Legal help shaped by cases

Legal services for retirees in Switzerland

SeniorLabLaw provides focused legal assistance for retirees and those approaching retirement. We rely on practical case studies and scenario planning: from reviewing pension documentation and clarifying entitlement timelines to drafting succession documents and advising on care contract reviews. Our materials show stepwise examples drawn from past matters so clients can see the path from an initial query to a settled outcome without relying on abstract assurances. Services are adapted to Swiss law and administrative practices and are intended to reduce uncertainty by laying out clear next steps, necessary documents and realistic timelines.

Explore case studies Learn about pension reviews

Pension entitlement reviews

We examine pension contracts, coordination between AHV/IV and occupational schemes, and prepare a prioritized checklist of documents. Example scenario: a retiree with gains history in multiple cantons — we map the most efficient claims route.

Succession and wills

Drafting clear wills and succession arrangements based on family scenarios reduces administrative delays. We provide templates adapted to common Swiss family structures and guide clients through signing and registration steps.

Care agreements and mandates

We review care contracts, power of attorney forms and living wills to align business arrangements and medical preferences. A practical case: renegotiating a private care agreement to free up funds for home-based support while preserving resources for heirs.

Scenario-based planning in action

Case-led

Start a case assessment

Arrange a structured assessment based on your situation. We will outline typical scenarios, required documents and sensible timelines so you can make informed decisions. Available consultations and document reviews are provided from our office in Oensingen or remotely.

Describe your situation and provide key documents
We prepare a scenario-based plan and checklist
Implement steps with guided support and follow-up

Contact

Get in touch

Contact SeniorLabLaw for an initial review. Please share a brief description of your retirement or succession concern and attach any relevant documents. We will respond with a proposed next step and estimated timeline. Business ID: CHE-875.037.633. Date of reference: 15-03-2026. Confidential handling of personal data is assured under our privacy policy.

Office address: Gummertliweg 7, 4702 Oensingen, Switzerland

Gummertliweg 7, 4702 Oensingen, Switzerland

Email

[email protected]

Phone

+41768935461