Estate and succession
Guidance through probate proceedings, estate division and inheritance planning in Costa Rica.
How we approach this service
We handle estate matters with the sensitivity they deserve. Heirs often come to us at a hard moment, their questions tangled up in grief, so we begin with a calm, unhurried conversation, free of jargon, where we can explain what comes next and on what timeline. Over the years we’ve settled estates for Costa Rican and foreign clients alike, many involving property here and heirs abroad, so we know the nuances that situation brings.
The kinds of matters we handle
- 01Opening of the estate and appointment of an executor
- 02Inventory and appraisal of assets
- 03Division and distribution of assets to heirs
- 04Estates with property in Costa Rica and foreign heirs
- 05Estate disputes and litigation among heirs
- 06Drafting of wills and preventive estate planning
First conversation
we understand the family situation, the assets involved and the legal deadlines.
Analysis and strategy
we review documents, the structure of the estate and any testamentary provisions. We define the most efficient path.
Direct involvement
the partner in charge represents the family or the executor throughout the process, including the notarial and registry steps.
Closing and follow-up
we record the assets in the heirs’ names and leave the estate file in order and available for the future.
Responsible partners
Related areas
If you need to open an estate or plan your own, let’s talk about it.