Useful documents

What to gather before your appointment, by type of matter.

Property sale — documents to prepare

Documents usually required before the draft deed of sale is prepared.

· Valid identity document for each party
· Land registry extract or parcel designation
· Plans, condominium rules and descriptive statement where applicable
· Mortgage statement and bank contact
· Buyer's confirmed financing
· Any current lease agreements

Forming a Sàrl — required information

Information needed to prepare the deed of incorporation and the register filing.

· Intended company name and seat
· Corporate purpose and duration
· Share capital and distribution of shares
· Identity of partners and managers
· Bank confirmation of paid-in capital
· Desired signature powers

Succession — first steps

Guidance for relatives in the weeks following a death.

· Death certificate and family record book
· Search for testamentary dispositions
· Inventory of bank and property assets
· List of debts and commitments
· Contact details of all heirs

Signature legalisation — what to bring

A short formality, usually completed within minutes by appointment.

· Valid official identity document
· The document to be signed, not signed beforehand
· For a company: recent commercial register extract

To send confidential documents, please use your secure client area.

Missing a document or unsure? Write to us.

About this demonstration

Notaire Core is a fictional reference implementation developed by Innovaforte Legal & Notary to demonstrate integrated workflows for a notarial office in Canton de Vaud. All people, organisations, matters, documents and transaction data shown in this demonstration are fictional or synthetic.

· Notaire Core is not a notarial office.

· Innovaforte does not provide legal or notarial advice.

· Nothing generated by the demonstration constitutes a legally valid deed, contract, filing or professional opinion.

· Professional review and authorised human action remain required.