Pension planning in a digital world!

Digital estate planning

Our daily lives are digital: contracts, invoices, subscriptions, PINs, and logins accompany us every day. Yet, these pieces of information are rarely stored in a central and organized manner, which poses a risk—especially in emergencies.

LegacyNotes provides the solution
The platform securely stores personal and administrative data, reminds you of deadlines, and preserves your wishes regarding funeral arrangements or your estate. You decide who has access in daily life, in emergencies, or in the event of death—allowing you to maintain control.

Data protection at the highest level
Your data is always encrypted—both during transmission and on our servers in Switzerland. Even we, as the operators, do not have access. Your privacy remains fully protected at all times.

«Security begins with the small things in everyday life.»

For an initial, free, and non-binding information session, please contact us by email (kontaktanfrage@vpz.ch) or call our free VPZ hotline at 0800 822 288 to schedule an appointment directly with your consulting specialist. A holistic and forward-looking planning approach coordinates your situation, identifies opportunities for optimization, and ensures long-term success.