Estate plan

A will decides who receives. An estate plan decides that they receive well: no disputes, no frozen assets, no tax surprises.

What it covers

Four sections and eighteen components, with the will as the foundation: what you own and in whose name, what happens if you are incapacitated, how your family receives, and how the plan is kept current.

Why we recommend it

A will settles the distribution, but it does not keep accounts from being frozen while the estate is settled, nor leave anyone able to sign for you if you are incapacitated, nor stop the company that holds your house from being left with no one to represent it.

How it starts

With the eighteen-component assessment: fifteen minutes, and it tells you which ones you have covered and which you do not. With that result we decide what comes first.

The assessment is free and commits you to nothing.

Four sections, eighteen components.

The will is the foundation — and on top of it, four more sections.

01

Your assets

What do you own, and in whose name?

  • 1.1Estate inventory
  • 1.2Beneficiary designations
  • 1.3Real estate structure
  • 1.4Business succession plan
  • 1.5Digital assets
02

Your protection

So that you lack nothing, whatever happens.

  • 2.1Incapacity planning
  • 2.2Living will
  • 2.3Trusts
  • 2.4Tax planning
  • 2.5Asset protection
03

Your family

So that no one is left wanting.

  • 3.1Plan for minor children
  • 3.2Dependent persons
  • 3.3Insurance advisory
  • 3.4Estate liquidity
04

Execution

So that the plan works, today and in ten years.

  • 4.1Centralized documentation
  • 4.2Personal instructions
  • 4.3Execution plan
  • 4.4Periodic review
Complete estate plan
Plan fees₡690.000
VAT (13%)₡89.700
Total₡779.700

VAT is paid when you sign, even if the rest is financed.

Finance it with Credipep →
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