Article · 16
Cost of a will in Panama: what the quote should include
Understand the analysis, advice, drafting and formalities involved in preparing a will with a clear scope.
Estate planning articles in Panama
Carolina Solís’s perspective on estate planning, succession, trusts and family businesses. Explore the introductory guide or the topic relevant to your circumstances.
Article library
Estate and business decisions, explained clearly.
Thirty practical articles to identify questions, organise documents and choose a thoughtful next step.
Article · 17
A relative died without a will in Panama: what to do
Learn the first steps in a Panama intestate succession: documents, family relationships, assets and when to seek legal guidance.
Article · 18
An apartment in your estate plan in Panama
Review ownership, use, expenses and family objectives before deciding how an apartment fits into your estate plan.
Article · 19
Estate planning with children from different relationships
Map family needs, assets and existing instructions before coordinating your estate plan in Panama.
Article · 20
How to choose a fiduciary provider in Panama: seven questions
Review regulatory status, continuity, personal service and fees before choosing a fiduciary provider in Panama.
Article · 21
Trust costs in Panama: comparing every charge
Compare setup, administration, additional transactions and exit costs, with clear explanations of each trust fee.
Article · 22
Private interest foundation regulations in Panama: what to review
Review instructions, beneficiaries, transferred assets and annual follow-up with Carolina Solís Law.
Article · 23
Family office or estate-planning lawyer in Panama?
Distinguish legal review, coordination, recurring administration and investment management before choosing support.
Article · 24
Shareholders’ agreements in Panama: conversations before signing
Clarify voting, dividends, management, appointments, deadlocks and continuity before signing a shareholders’ agreement.
Article · 25
Corporate documents in Panama: organizing the file
Organize corporate documents by purpose, version and custodian, and identify outstanding questions about authority.
Article · 26
Your bank requests updated company information
Prepare a clear, documented response to a bank request using verified information and official channels.
Article · 27
Bringing a partner into your startup in Panama
Clarify contributions, roles, ownership and decisions before bringing a new partner into your startup.
Article · 28
AI for businesses in Panama: choose the first process
Identify a useful first AI pilot, measure net time and define review responsibilities before buying tools.
Article · 29
AI and clients’ personal data in Panama: before uploading
Apply Panama Law 81 to AI use: purpose, lawful grounds, minimization, security, rights and international transfers.
Article · 30
AI workshop for teams in Panama: from curiosity to an actionable plan
Explore a practical AI workshop in Panama, available in person or virtually, with guided exercises, prioritized use cases and an implementation plan.
Article 01 · English
Estate planning in Panama: where to begin
A practical path for organizing assets, people, documents and decisions before choosing a will, trust or private interest foundation.
Article 02 · English
Having a will does not mean your entire estate is coordinated
What to review beyond a will when insurance policies, companies, real estate or a family business are involved in Panama.
Article 03 · English
When should you review a will? Five changes that justify a conversation
A guide to recognizing when a will may need review after family, financial or business changes.
Article 04 · English
Estate trusts in Panama: who administers, who receives and who decides
A clear explanation of the roles in a Panama trust and the questions to ask before signing.
Article 05 · English
Private interest foundation or trust: how to frame the decision in Panama
Before choosing a foundation or trust, compare purpose, decision rules, participants and administration.
Article 06 · English
Beneficiaries of policies and accounts: the detail that can disrupt an estate plan
A practical checklist for reviewing beneficiary designations and coordinating estate documents without assuming they all say the same thing.
Article 07 · English
If the founder cannot decide for 90 days, what happens to the family business?
Five questions about continuity, representation and information in a business that depends on one person.
Article 08 · English
Inheriting shares does not answer who will direct the family business
What to coordinate across succession, corporate governance and operations so a family business can continue making decisions.
Article 09 · English
If your beneficiaries are minors, who would administer what they receive?
Questions for planning the use, administration and delivery of assets intended for minor children.
Article 10 · English
Before signing a trust or foundation: six questions for a second opinion
How to review an estate proposal before accepting obligations involving administration, cost and control.
Article 11 · English
Assets in Panama and abroad: why you need a map before deciding
How to organize questions and professional advice when a family estate crosses borders.
Article 12 · English
Before marriage: five estate and financial conversations worth having
A practical guide to discussing assets, debts, businesses and expectations before marriage in Panama.
Article 13 · English
A digital legal experience can still feel personal: how your planning begins
How a digital self-assessment can prepare an estate-planning consultation without replacing a lawyer’s professional judgment.
Article 14 · English
How to prepare for your first estate-planning consultation without having everything resolved
The questions and documents that help you make the most of an initial conversation about your estate and succession.
Article 15 · English
Your estate plan does not end when you sign: a 30-minute annual review
A list of family, business and document changes that can show whether your estate plan needs updating.
