Keep your family at peace.
One plan, no templates.
Under Philippine law, we design family and business succession plans, advise on wills and trusts, strategize and file estate tax, and guide probate or extrajudicial settlement.
UNDER CONTRSTUCTION
Succession and estate matters we handle:
Wills & Trusts
We advise on Philippine will execution (notarial or holographic), executor and guardian selection, and trust structures that comply with legitime and BIR reporting
Business Succession
We design succession for families and closely held businesses: , and set continuity for ownership and control (share transfers, voting trusts, buy-sell terms, board roles).
Family Protection
Under Philippine law we advise on foreign divorce recognition, succession for estranged spouses, inheritance rights of nonmarital (illegitimate) children, and planning for LGBTQ+ and unmarried partners so legal status and shares are settled before assets pass.
Trainings/Seminars
Workshops for families, OFWs, and business owners on Philippine succession, wills, estate tax, probate, and extrajudicial settlement. Options include private family briefings, executive seminars, and online sessions.
Estate Tax & Title Transfers
We plan documents, valuation, and deductions to meet the one-year timetable, then handle CAR/eCAR and title moves, including extrajudicial settlement when allowed.
Probate & Court Proceedings
When Rule 74 does not apply, we map probate: venue, letters, bonds, notices, apostilled SPAs for OFWs, and timelines through closing.
Why Choose Us
Founded by estate planning attorneys in the Philippines who saw families struggle with inheritance disputes. We make estate planning accessible and clear for every Filipino family, including our OFWs abroad.
Client-Centered
Built around your objectives: control, fairness among heirs, business continuity, and lawful tax efficiency, while respecting legitime and the one-year estate-tax framework.
Comprehensive Approach
We provide a holistic view of your financial situation, integrating all aspects of retirement planning for optimal results.
Experienced professionals
Advisers, tax specialists, and title coordinators work as one team; legal strategy is led by counsel.
For Filipino families and OFWs
Process supports overseas heirs: apostilled SPAs, and remote briefings across time zones.
