Estate Planning and Estate Settlement

Proper estate planning and estate settlement ensure a smooth transition of assets and minimize potential disputes among heirs. Our services include:

  • Drafting wills, living trusts and deeds of extrajudicial settlement
  • Probate administration
  • Succession planning
  • Trust administration
  • Preparation of tax returns and assistance in BIR payments

Drafting wills, living trusts and deeds of extrajudicial settlement

Creating wills, living trusts, and deeds of extrajudicial settlement is essential for thorough estate planning. Wills determine asset distribution post-death, living trusts manage assets during life, and deeds handle estate issues without court. Our firm provides expert guidance to ensure these documents are legally compliant and align with your estate goals.

Preparation of tax returns and assistance in BIR payments

Preparing tax returns and assisting with BIR payments are essential for tax compliance and avoiding penalties, and our firm provides expert services to accurately file returns, maximize deductions and credits, and navigate BIR payments, ensuring efficient management of your tax obligations and allowing you to focus on your financial goals.

Probate administration

Probate administration is the legal process of managing and distributing a deceased person's estate as per their will or state laws, involving will validation, asset valuation, debt settlement, and distribution to heirs, with our firm offering expert guidance and compassionate support to ensure an efficient, legally compliant, and smooth resolution.

Succession planning

Succession planning is a strategic process to ensure a smooth transition of leadership and ownership by identifying key individuals and creating a comprehensive transfer plan, with our firm offering expert assistance in developing tailored strategies to secure continuity, minimize disruptions, and protect your legacy.

Trust administration

Trust administration involves managing and executing a trust's terms by overseeing assets, handling investments, distributions, and administrative tasks, with our firm providing expert guidance to ensure efficient management, legal compliance, and protection of beneficiaries' interests.