Probate & Estate Planning
Comprehensive estate planning and probate services to protect your legacy and ensure your wishes are carried out with care and precision.
Securing Your Legacy for Future Generations
Estate planning is about more than just wills—it's about protecting your family's future and ensuring your life's work benefits those you care about most. Our comprehensive approach addresses all aspects of wealth preservation and transfer.
Whether you're planning for the future or dealing with the loss of a loved one, our experienced team provides compassionate guidance through complex legal processes. We help families navigate probate proceedings efficiently while ensuring proper estate administration and distribution.
Our Estate Planning & Probate Services
Comprehensive legal support for all aspects of estate planning and administration
Wills & Testament Drafting
Professional will drafting services ensuring your wishes are clearly documented and legally enforceable under Jamaican law.
- Simple and complex will preparation
- Joint and mutual wills for couples
- Living wills and advance directives
- Will reviews and updates
- International will recognition
- Codicil preparation and amendments
Trust Formation & Administration
Strategic trust structures for asset protection, tax planning, and multi-generational wealth transfer in Jamaica and internationally.
- Revocable and irrevocable trust creation
- Family trust establishment
- Charitable trust formation
- Trust administration and management
- Trustee appointment and succession
- Trust modification and termination
Probate Administration
Efficient probate administration services guiding executors and families through the legal process of estate settlement.
- Probate petition filing and processing
- Estate asset identification and valuation
- Creditor notice and debt settlement
- Estate tax preparation and filing
- Asset distribution to beneficiaries
- Final account preparation and approval
Estate Administration
Comprehensive estate administration services for executors and administrators managing complex estate matters.
- Executor and administrator guidance
- Estate inventory and appraisal
- Business succession planning
- Real estate transfer and sale
- Investment portfolio management
- Beneficiary communication and relations
Estate Tax Planning
Strategic tax planning to minimize estate tax liability and maximize wealth transfer to beneficiaries and charitable causes.
- Estate tax calculation and planning
- Gift tax strategies and compliance
- Generation-skipping transfer planning
- Charitable giving optimization
- International tax planning
- Tax return preparation and filing
Business Succession Planning
Strategic planning for business continuity and ownership transition, ensuring smooth transfer to the next generation or key employees.
- Family business succession planning
- Buy-sell agreement preparation
- Key person insurance planning
- Management transition strategies
- Employee stock ownership plans
- Business valuation for succession
Our Estate Planning Process
A systematic approach to creating comprehensive estate plans that protect your legacy
Initial Consultation
We begin with a comprehensive review of your assets, family situation, and estate planning goals to understand your unique needs.
Strategy Development
Our team develops a customized estate planning strategy that addresses tax efficiency, asset protection, and wealth transfer objectives.
Document Preparation
We prepare all necessary legal documents including wills, trusts, powers of attorney, and other estate planning instruments.
Implementation & Review
We guide you through document execution and provide ongoing review to ensure your estate plan remains current and effective.
Protect Your Legacy Today
Don't leave your family's future to chance. Contact our estate planning experts to create a comprehensive plan that protects your assets and honors your wishes.