Topic 1 of 8

Control & Safeguards

Unexpected events (illness, accident, death) can put any plan at risk. We call them disruptive factors. Settling them is our first recommendation in every consultation, because settling them secures control and “frees up” wealth.

Unexpected events can put any plan at risk. We make sure that all legal and organisational precautions are in place, so that you and your family can still act when it matters.

  • Living willClear decisions for medical situations – a living will (Patientenverfügung) – so that your wishes count when you can no longer express them.
  • Powers of attorneyWho may act for you when you cannot – a lasting power of attorney and a care directive (Vorsorgevollmacht, Betreuungsverfügung)? Bank, authorities, business, children, pets.
  • Will & executorshipLegal clarity for your estate. Around half of all existing wills contain errors.
  • Emergency folder / digital records fileAll important documents, access details and contacts in one place, so that nothing is left to chance.
  • Assistance cover & marriage contractPractical support in an emergency and clear arrangements within your partnership.

Why we start here

Around 70 per cent of people over 50 have no living will, or no up-to-date one, and many have no power of attorney. At the same time, a large share of wealth sits unused in bank accounts, as a safety buffer for situations nobody has planned for. If you settle these fundamental questions, you gain two things: control in the moments that matter, and the freedom to put your wealth to good use.

A dress rehearsal for real life

Together, we walk through what would actually happen in the event of death, illness, accident or inheritance. At BoomerFinance we deliberately include the situation after a separation too, especially for women. This shows up gaps before they arise.

Important note

Living wills, powers of attorney and wills are a matter of legal advice. We identify the need, structure the topics and refer you to specialist lawyers and notaries from our network. Only these experts handle the legal drafting.

Frequently asked questions

I have a living will I downloaded from the internet. Is that enough?

Often not. Templates are frequently too general or out of date. Together we check whether the content, the form and where it is kept are right, and refer you to a lawyer if needed.

What belongs in an emergency folder?

Directives and powers of attorney, an overview of your insurance, bank and securities accounts, digital access details, contacts, and your wishes for an emergency. We provide you with a checklist.

Related topics

02

Protection & Risk Management

Health and security are the foundation of a stable life. We analyse your entire protection set-up and make sure you are covered against the risks that matter, in a way that is individual, clear and efficient.

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05

Wealth Transfer & Estate Planning

Good planning does not end with your own life. Together we shape the handover, your estate and your family's wealth strategy so that values, responsibility and outlook are preserved.

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