Case examples and typical pathways
How we work — examples
The following cases illustrate our method of translating legal analysis into executable steps. Each example includes the initial problem, the documents required, the suggested sequence of actions and realistic timing. We avoid broad promises and focus on what can be achieved through procedural clarity, proper documentation and timely submissions to the relevant Swiss authorities or pension funds.
Case: Cross-canton pension claim
A client with pension components from Zurich and Ticino received conflicting statements from two funds. We prepared a reconciled claims packet, identified the essential employment records and coordinated the sequence of submissions to avoid duplicate delays. The case outcome involved a staged coordination that reduced time to decision compared to ad hoc submissions.
Read the full scenario
Case: Succession with blended family
An estate with multiple beneficiaries across two generations needed a clear will and instructions for executors. We drafted a will with clear asset allocation, set up a payment schedule for legacy distributions and documented the executor's duties to prevent later disputes.
View case summary
Case: Care contract review
A retiree wished to move to part-time home care without losing access to reserved resources. We reviewed the care contract, recommended amendments to payment timing and prepared a business mandate to ensure caregivers received timely fees while preserving beneficiary entitlements.
See the checklist