ESTATE PLANNING AND WEALTH TRANSFERS

Will and estate planning

Individuals wishing to direct the distribution of their estate. We prepare testamentary strategies compatible with family circumstances and Brazilian inheritance rules.

What this solution aims to address

Without valid instructions, legal inheritance rules may not reflect personal intentions.

What problem does this solve?

Without valid instructions, legal inheritance rules may not reflect personal intentions.

Legal planning replaces improvised decisions with solutions suited to the assets, the people involved and their objectives. The appropriate structure depends on the specific facts, not merely on its name.

How Moreno Advocacia can help

Individuals wishing to direct the distribution of their estate. We prepare testamentary strategies compatible with family circumstances and Brazilian inheritance rules.

We examine family circumstances, available documentation, applicable taxes and implementation feasibility. Where appropriate, we coordinate this solution with other estate-planning instruments.

What we examine before recommending

Protected heirs; disposable estate portion; marital share; bequests and obligations.

Instruments that may form part of the project

Public, sealed or private will where legally permitted and appropriate.

Important legal considerations

A will does not override mandatory heirs’ rights or automatically eliminate probate. Implementation must comply with current law and the specific tax and registration requirements of each transaction.

Would you like to evaluate Will and estate planning for your circumstances?

Understand the possibilities, costs and legal implications before deciding.

Talk to our team