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Herencias Patrimoniales
Herencias Patrimoniales
A lifetime of work. A legacy worth protecting.
A lifetime of work. A legacy worth protecting.
Estate planning brings your family, your assets, and your wishes into one coordinated plan. We guide Latino families through that process with clarity, care, and support in Spanish.
01
Plan your legacy
Plan your legacy
Build a living trust and estate plan around your family and your wishes.
02
Put it into place
Put it into place
Coordinate signing, real estate transfers, and business ownership assignments.
03
Keep it current
Keep it current
Stay connected through your complimentary annual Herencias Patrimoniales Estate Plan Review.
OUR FLAGSHIP PLANNING ENGAGEMENT
Comprehensive Estate & Legacy Plan
Comprehensive Estate & Legacy Plan
$4,000 · Comprehensive planning. Coordinated implementation. One clear fee.
Your estate plan and attorney review, Portfolio / Trust Book and digital documents, first eligible deed transfer, first eligible business assignment, and one standard amendment within 36 months—with guided execution, trust funding and complimentary annual review. Scope limitations apply; mobile notary and expedited preparation are separate.
Explore the comprehensive package → · Schedule a consultation →
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