{"id":30991,"date":"2021-09-28T18:15:47","date_gmt":"2021-09-28T16:15:47","guid":{"rendered":"https:\/\/sogeni.theswisspeak.ch\/etapes-et-modalites\/"},"modified":"2025-02-03T13:59:09","modified_gmt":"2025-02-03T12:59:09","slug":"etapes-et-modalites","status":"publish","type":"page","link":"https:\/\/sogeni.com\/en\/etapes-et-modalites\/","title":{"rendered":"Etapes-et-modalit\u00e9s"},"content":{"rendered":"

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Heirs<\/h2>\n

[\/et_pb_text][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=”1″ admin_label=”#Recherche_heritiers” module_id=”Etapes” _builder_version=”4.16″ custom_padding=”0px||0px||false|false” border_color_all=”rgba(255,186,96,0.6)” border_width_right=”0vw” border_color_right=”#242424″ border_width_left=”10vw” border_color_left=”#B0291D” global_colors_info=”{}”][et_pb_row admin_label=”Quote Area” _builder_version=”4.16″ width_tablet=”” width_phone=”87%” width_last_edited=”on|phone” animation_style=”slide” animation_direction=”right” animation_intensity_slide=”2%” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_text admin_label=”Title” _builder_version=”4.16″ text_font=”||||||||” header_font=”||||||||” header_2_font=”Prata||||||||” header_2_text_align=”left” header_2_text_color=”#B0291D” header_2_font_size=”48px” header_2_line_height=”1.6em” custom_margin=”||10px|” custom_padding=”|||” animation_style=”fade” header_2_font_size_tablet=”40px” header_2_font_size_phone=”28px” header_2_font_size_last_edited=”on|tablet” global_colors_info=”{}”]<\/p>\n

What are the steps and process to assert my rights to the estate ?<\/span><\/h2>\n

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From the contractualisation with Sogeni to the receipt of funds from the succession, a process must be followed in which we support you and coordinate all operations on your behalf.<\/p>\n

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Signature of the \u201cbasic agreement\u201d and \u201cspecific authority\u201d<\/strong><\/em><\/p>\n

When an heir has been found, Sogeni contacts him or her to submit a basic agreement<\/em>. By this agreement, Sogeni undertakes to provide the heir with proof of his rights in the succession which she proposes to disclose upon official acceptance of the heir status by the concerned administrations and \/ or funds holders. With the signing of this agreement and a specific power<\/em> to carry out certain administrative steps, the heir mandates Sogeni to officially establish his rights to the inheritance. The basic agreement also sets Sogeni\u2019s remuneration for the services rendered, stating that the latter will be due only if the succession is positive and accepted.<\/p>\n

The signature of the basic agreement and the specific authority is therefore the starting point of the process allowing the heir to assert his rights.<\/p>\n

NB: in the particular case of leftovers or assets that had been omitted in the division of an already settled estate, the heir will be presented directly a revelation agreement<\/em>.<\/p>\n

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Submission of the heir file to the authorities in charge<\/em><\/strong><\/p>\n

With the mandate given by the heir, Sogeni will be able to build a file to have him recognized as a beneficiary of the vacant estate. The file will contain in particular all official documents proving the relationship between the heir and the deceased.<\/p>\n

Succession case details disclosure<\/em><\/strong><\/p>\n

Once the file has been accepted by the authorities and, if applicable, after the administrative deadline set for heirs to declare themselves has expired, Sogeni will be able to reveal the identity of the deceased to the heir. At this stage the assets of the estate are generally not yet known to Sogeni.<\/p>\n

Inventory disclosure and acceptance or repudiation of the succession<\/em><\/strong><\/p>\n

Some time after the expiry of the administrative deadline, the authorities shall disclose the inventory showing the assets and debts of the estate. Two alternatives are then available :<\/p>\n