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Everything about your advance disposition
What is an advance disposition?
An advance disposition is a legal document (not a will) in which a legally competent person designates someone to make decisions for them in the event that they become incapacitated. This includes personal, financial and legal matters.
Why should you have an advance directive?
To ensure that your personal wishes and needs are respected, if you become unable to make your own decisions. It allows you to appoint a trusted person to act on your behalf, avoiding legal uncertainties. Additionally, it protects you from state intervention (KESB). Spouses should also create an advance disposition, as legal spousal representation is not defined in marital law.
I am Barbara Schaerz, your trusted advisor for all matters related to advance disposition. Please contact me for a no-obligation consultation.
I look forward to hearing from you!
Services
Advance Disposition Package
In your home or your business premises, we set up the necessary documents. My advance disposition package includes a handwritten document (in German or English) – which you write based on a template and I will review, the living will, and the general power of attorney.
When should I create an advance disposition?
The best time to create an advance directive is now, while you are still capable of making your own decisions. This ensures your wishes are documented and respected in case you become incapacitated.
What should you consider when creating an advance disposition?
Many people try to phrase their advance disposition by themselves – which is, of course, possible, but there is a very real danger that this way, faulty and/or legally invalid documents are prepared.
Unfortunately, time and again I see invalid documents which have been prepared alone and with much effort.
To illustrate, my client Elisabeth had prepared her advance disposition. However, when it came to signing the document, she made a rather amusing error. Instead of indicating the current year, she inadvertently wrote '1918'. Obviously, this was a simple mistake, but legally speaking, it could have been considered document falsification. As a result, Elisabeth had to rewrite that particular page. It's worth noting that neither of us were alive in 1918, making the situation even more humorous.
Advance disposition representation
I offer you my services as a proxy decision-maker. If you do not have anyone else available for this important task, I would be happy to assist you. In my personal stories, you can read about why an advance disposition is so important.
Please feel free to contact me for a non-binding consultation. My services are provided throughout Switzerland and can take place at your home.
Why and for what reason?
“We are very happy to have finally completed the advance disposition. You advised us competently and patiently. We will gladly recommend you.”
Hans and Maria have been married for 45 years. Since marital law does not regulate legal representation in such cases, both of them created an advance disposition four years ago, appointing each other as their representative.
Diagnosis of dementia
Hans has since been diagnosed with dementia. Unfortunately, his condition has deteriorated to the point where Maria can no longer care for him alone. He has had to be placed in a nursing home. The mortgage on their home is up for renewal, and Maria has contacted the bank. The bank is requiring confirmation from the KESB that her husband is incapacitated.
Without this confirmation, she cannot adjust the mortgage or manage Hans’ bank accounts.
Who is now authorized to make decisions for Hans?
Maria has submitted the original advance disposition to the relevant KESB. Along with this, she must provide a debt collection record and a criminal record check. Additionally, Hans’ doctor needs to confirm his incapacity. Following a KESB visit to Hans at the nursing home, they issued a certified document. Maria is now Hans’ legal representative and can proceed with modifying the mortgage.
Without the advance disposition, Maria would have been completely powerless.
Check out my other stories for more information.
It continues to surprise me that many people are still unaware of the importance of having an advance disposition. As an independent consultant, I ensure that all formalities are met. If you don't have someone you can appoint as your proxy decision-maker, I am available to assist you.
Please contact me for a no-obligation consultation. My services are provided throughout Switzerland, either at your home or at your place of business. Now is the time to take care of an advance disposition.
Testimonials
“We put off gaining the license to self-determination for a long time, but then it was done within 2 hours. Barbara Schaerz guided us professionally and uncomplicatedly through the creation of the complete 'advance disposition' package. We thank her very much and warmly recommend her.”
Sibylle & Hannes (ZG)
"Living self-determined means quality of life. Thanks to the advance care planning from Funeral Planning, I can count on it even if I am no longer able to make my own decisions. Professional, uncomplicated, and worth every penny."
Susanne (ZH)
"Barbara took a lot of time for both my parents and me. Her presentation and advice are absolutely top-notch, and you quickly understand that this is about important future planning. Both my parents and I have arranged our future with the advance care plan and would like to thank Barbara very much for her commitment."
Bruno (SG)
"We can highly recommend Ms. Schaerz. With her pragmatic and uncomplicated manner, she guided us safely through the advance disposition. Within just 2 hours, everything was settled. We were so convinced that we immediately gave Ms. Schärz's service as a gift to our mothers."
Michael & Tanja (ZH)