Estate Planning

Services / estate-planning

Have questions?

+52 612 158 7465

+52 612 165 2440

legaltaxts@gmail.com

Calle Juárez entre Hidalgo Manuel Márquez de León, Todos Santos, Mexico

Description

Estate planning helps you manage your assets and ensure that your wishes are followed after your death or in case of incapacitation. It involves setting up a will, trust, or power of attorney to distribute your assets, manage medical decisions, and more.

Common Scenarios

Writing a will to specify how your assets will be distributed
Setting up a trust to transfer property to your heirs without probate
Creating a medical or financial power of attorney for health or financial decisions

Steps in the process

Consultation and Review

The first step involves discussing your assets and desires for your estate plan to create a tailored approach.

Consultation and Review

The first step involves discussing your assets and desires for your estate plan to create a tailored approach.

Consultation and Review

The first step involves discussing your assets and desires for your estate plan to create a tailored approach.

Drafting Documents

Our attorneys will draft the necessary legal documents, such as wills and trusts, to reflect your wishes accurately.

Drafting Documents

Our attorneys will draft the necessary legal documents, such as wills and trusts, to reflect your wishes accurately.

Drafting Documents

Our attorneys will draft the necessary legal documents, such as wills and trusts, to reflect your wishes accurately.

Finalizing Your Plan

We'll guide you through the execution of documents, ensuring everything is legally binding and effective.

Finalizing Your Plan

We'll guide you through the execution of documents, ensuring everything is legally binding and effective.

Finalizing Your Plan

We'll guide you through the execution of documents, ensuring everything is legally binding and effective.

Documents/Requirements

List of assets (real estate, investments, savings, etc.)

Details of beneficiaries and chosen executors

Valid ID and personal information

Plan for the Future

Protect Your Legacy with Estate Planning

Create a clear plan for your assets to give your family peace of mind and avoid costly legal processes.