Antevo Wealth / Succession
Family succession, tested, not just written.
Antevo Wealth sees your whole estate every morning. So it can test whether your family could take over tomorrow.
What they could find, what they could reach, and what they could pay.
See Antevo Wealth01 / The idea
A will says who. It does not say whether they can. Antevo checks the second part, every morning.
Lawyers and notaries write the documents. A bank sees the accounts it holds. Antevo sees the whole estate, so it can check the file against what you own today and say what would fail.
02 / If it were today
Three measures:
found, reachable, payable.
The Legacy page in Antevo Wealth opens with the answer, then lists what changed since the file was last complete.
- FoundEvery account, property, structure and wallet has a place in the file.
- ReachableSomeone besides you is authorised to reach it.
- PayableThe cash your family can reach covers the first month of costs.
03 / The living file
The file
keeps itself current.
Each morning the file is checked against the estate. A new account, a property, a child turning eighteen: when the estate changes, the file asks one question, with one button to answer it.
04 / The rehearsal
A rehearsal of
the first thirty days.
Day 1: who is called. Week 1: what can be reached. Day 30: what can be paid. Each step is marked ready or blocked, using only what is in the file that morning. The emergency playbook is the document being tested.
05 / Digital estate
Passwords, wallets
and assistants.
Antevo records that a thing exists, who can reach it and when that was last confirmed. It never holds the password, the recovery code or the seed phrase. The AI assistants connected to your account are on the list too, with what happens to each.
06 / Who receives what
Each person
gets their own cut.
A spouse sees everything. An executor sees papers and contacts, without balances. A notary sees the will and the structures. The file stays sealed until the people you name confirm, and every opening is recorded.
07 / In your assistant
“If something happened to me tomorrow, what’s missing?”
Ask it in ChatGPT or Claude once Antevo Wealth is connected. The answer names the gaps and what each one needs. People appear by role, never by name, and your notes never leave Antevo.
Connect an assistant08 / What Antevo does not do
Antevo does not write a will, and it does not replace your notary.
It gives no legal or tax advice. It checks that the facts your notary, lawyer or fiduciary rely on are complete, and that the people you chose could act on them. The screens on this page show a sample estate.
09 / Questions
Five questions,
answered plainly.
Does Antevo write my will or my succession plan?
No. A notary or lawyer writes the will and the contracts, and Antevo gives no legal or tax advice. Antevo checks that the facts they rely on are complete, and that the people you chose could act on them.
What does the rehearsal test?
The first thirty days, using only what is in your file that morning. Day 1: who is called. Week 1: what can be reached. Day 30: what can be paid. Each step is marked ready or blocked, and a blocked step says what is missing.
Does Antevo store my passwords or seed phrases?
No. For anything digital, Antevo records that it exists, who can reach it and when that was last confirmed. The password, the recovery code and the seed phrase stay with you.
Who can see the file?
You and the principals of your household. Each person you name receives their own cut, and only once the file is released. An assistant connected to Antevo sees people by role, never by name, and never your notes.
Is this the same as succession for a business?
No. This page is about a family taking over an estate. For handing over or selling a company, see business succession in Switzerland and the emergency plan for business owners.