Estate Control starter
Five zones × three events working map
View one family system through fifteen separate cells — without an overall score or false compensation between risks.
Dutch estate planning · open working library
Turn a question into a map of the next decision
Roadmaps, questionnaires, checklists and calculators for families, founders and assets connected to the Netherlands. No email or document upload is required. Nothing is sent automatically; you can choose to save a completed result in your personal space.
6roadmaps
11checklists and questionnaires
6calculators
03
Place in the overall system
Test a scenario
We explain the dependency, record assumptions and compare scenarios in that order. A calculator supports orientation; it is not an individual tax conclusion.
View the full routeOpen starting point
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Catalogue
Choose the outcome you need now
A mark means only that a question has been discussed. No public tool confirms a document, authority, tax result or foreign procedure.
Title before succession
Ownership and beneficiary inventory
Separate family use of an asset from legal title, economic benefit and a contractual beneficiary.
Family objectives brief
Family questions before meeting the notary
Record the family decisions that cannot be delegated to the person drafting the will.
Event × role
Event-based authority matrix
Test absence, incapacity and death separately for personal, banking and corporate actions.
Amount · reserve · route · calendar
Lifetime transfer planner
Connect the purpose of a transfer, personal resilience, documents and annual actions before calculating a tax outcome.
Purpose before structure
Family capital and decision canvas
Move from purpose and perimeter to roles, distributions, exit and events before choosing a family fund, Dutch foundation or share-administration foundation.
Value · vote · management · time
Owner-director succession matrix
Separate the family’s economic outcome, shareholder rights, the director role and the business’s operational work.
Asset × Country × Procedure
Cross-border map of people, assets and documents
Separate tax residence, habitual residence, nationality, asset situs and the procedure of the particular institution.
Access · intention · authority · timing
Digital succession: 72 hours / 30 days / later
Map digital dependencies, the owner’s decisions and a lawful action route without disclosing passwords or other secrets.
Roles before conclusions
Foreign structure inventory
Describe roles, control, assets and cash flows without transmitting secret data or assuming a Dutch tax result.
72 hours · 30 days · later
Post-event liquidity gap calculator
Compare when funds become available to the right person with when family, business and implementation obligations fall due.
First death · interest · early repayment
Children’s claims and survivor-liquidity calculator
Connect the first spouse’s estate, the children’s claims, inheritance tax, the current debt value and the survivor’s protected reserve.
One capital base · two routes · three positions
Box 3 and Dutch private limited company (BV) comparison
Compare personal ownership and ownership through a BV on the same capital, horizon and return assumption, using separately confirmed tax amounts.
Cash now · family claim · annual actions
Family loan, gift or a combination of both
Compare the remaining family claim, recipient payments and permanently transferred value in three transparent scenarios.
12 months · buffer · stress
Liquidity screen before a dividend distribution
See what remains in the company after ordinary costs, obligations, a reserve, the proposed dividend and one adverse scenario.
Purpose · agreement · conduct · resilience
Owner-director and BV Loan Health Check
Review a loan between an owner-director and a Dutch private limited company as a living financial arrangement, not as a file that was signed once.
Successor · transaction perimeter · money · control
Business Transfer Route Map
Compare a share transfer, an asset-and-liability transfer and a phased transition before the family starts choosing documents or tax reliefs.
Assets · income · value movement · evidence
Box 3 actual-return evidence file
Prepare the data for comparing the standard Box 3 calculation with werkelijk rendement — actual return — without combining bank balances, investments, property and debts into one unsupported figure.
Purpose · owner · user · money · tax moments
Dutch real estate baseline
Begin with the property itself rather than a country or relief: why the family owns it, who owns and uses it, how it is financed and which events can change the regime.
Transaction first · tax conditions separately
Business succession tax-conditions evidence file
Collect evidence on the operating business, assets, ownership period, successor and continuation before treating either Dutch business-succession tax measure as confirmed.
Donor · recipient · asset · value · deadline
Gift-tax return evidence checklist
Prepare the facts and documents for an aangifte schenkbelasting before the amount, date, value, exemption and source of funds have to be reconstructed later.
Deceased · heirs · assets · debts · deadline
Inheritance-tax return evidence checklist
Collect the facts, values and documents for an aangifte erfbelasting in readable blocks before assets are distributed or a provisional figure is treated as final.
Planning self-check
Estate Control Test
The ten questions cover five planning zones. The automated result is not available yet; use the open map to identify questions without treating it as legal or tax advice.
Three scenarios
Wealth transfer capacity
Base, stress and delayed-access scenarios above the personal reserve already set aside.
When the map is ready
Do not turn an unknown into an assumption.
Estate Control Check separates what the family says from a located document, reviewed authority and confirmed procedure.
What the Estate Control Check includes