Probates, Trusts & Estates
United States
Handling probate and estate matters in the United States can be intricate, especially for those with assets in multiple jurisdictions. Our firm excels in representing both domestic and international clients, including those from Mexico and other Spanish-speaking countries, with assets based in California.​
We offer expert guidance through the probate process in California Courts, ensuring that every aspect is managed with diligence and precision. We also assist families with the administration of estates, the succession process for third-party estates, and the management of trusts containing the assets of deceased individuals.
​Recognizing the complexity of modern family dynamics, our focus is on creating solutions that support intergenerational wealth and prevent disruptions in asset management. We strive to enhance the value of inheritances and facilitate smooth transitions that honor both the deceased’s legacy and the future stability of family assets.​
In instances where third parties may challenge an estate—whether as creditors, through undue influence, or via fraudulent claims—we are prepared to defend our clients’ interests assertively in court.​
Lastly, for those with cross-border assets, we also handle ancillary probates in Mexico to ensure a comprehensive and coordinated approach to estate management across both countries.
Mexico
In Mexico, managing probate and estate administration requires a nuanced understanding of local regulations and procedures, as they differ from state to state in Mexico. Our firm provides dedicated services to assist both local and international clients, including those with assets in Mexico, in navigating the probate processes across various states within the Mexican Republic.
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Our practice encompasses representation in Court or with a Notary Public for probate matters, the administration of estates, and the oversight of trusts with assets belonging to deceased individuals. With Mexico's growing appeal as a destination for investment, vacation, and retirement, having a trusted local firm to manage probate and estate matters is crucial. We are also committed to facilitating effective estate planning and management that accommodates the diverse family structures prevalent today, ensuring that each generation benefits from thoughtful and efficient estate strategies.
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Additionally, for clients with assets in both Mexico and the United States, we offer robust support for ancillary probates. We provide a seamless experience in managing estates across borders, addressing the complexities of dual jurisdictional matters efficiently.
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Our approach is dedicated to respecting both your wishes and those of the deceased, ensuring that the probate and estate administration aligns with your objectives and provides clear, effective management throughout the process.