Find quick answers to the most common questions about estate planning, succession, and contracts. We’ve made it simple so you can plan with confidence.
It is the process of deciding how your assets will be managed and distributed if you pass away or become incapacitated — helping to ensure your wishes are honored, your loved ones are protected, and disputes are minimized.
The best time is now — while you are in good health, able to make clear decisions, and can take a proactive approach. Early planning gives you more options, avoids rushed decisions during crises, and allows your plan to adapt over time.
A will outlines how assets are distributed, but generally requires probate. A trust can help avoid probate, maintain privacy, and offer greater control over how and when assets are managed.
Review it every two to three years, or sooner after major life events such as marriage, divorce, the birth of a child, or significant changes in assets.
Under Philippine law, your estate will most likely be settled through a court process following the rules of intestate succession. This can lead to unintended outcomes — including distributions that may not reflect your wishes — and can increase the risk of delays, disputes, and added costs.
It’s the process of preparing for the transfer of ownership or leadership to ensure the business continues smoothly and retains its value.
Ideally, years before you intend to step down — early preparation gives you more options and minimizes disruption.
Options may include a family member, business partner, key employee, or external buyer — depending on your goals, business structure, and culture.
A business is often a significant part of your estate, so your succession plan should align with your estate plan to ensure a smooth transfer of ownership and leadership.
Without a plan, the business could face internal disputes, loss of value, or even be forced into an untimely sale.
It’s the process of developing and designing agreements that protect your interests, reduce risks, and support your long-term objectives — whether for business transactions, partnerships, or personal matters.
We look beyond the document itself — clarifying your objectives, identifying potential risks, and assessing negotiation leverage before creating clear, enforceable terms that are structured to work in practice.
Yes. We can evaluate your contracts for potential risks, unclear terms, and compliance gaps, and recommend revisions or negotiation strategies.
Absolutely. Our scope includes partnership agreements, supplier contracts, service agreements, leases, and other personal or commercial arrangements.
Templates rarely account for your specific circumstances and may leave you exposed. A tailored contract strategy and structuring approach ensures your agreement is both legally sound and aligned with your goals.
