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Estate planning in Panama
Estate planning in Panama, with personal attention.
A free initial consultation to understand your starting point.
For couples, families and people with assets in Panama or across borders.
30 minutes to understand your situation and define the next step.
Prenuptial guidanceWillsTrusts and foundationsMoving to Panama
15+ years of experience·Panama & BVI·Confidentiality
Estate planning lawyer in Panama
Carolina Solís supports families and business owners with over 15 years of legal and fiduciary experience in banks, trust companies and law firms. Personal attention, detailed review and a digital platform that makes it easier to begin.
Explore the approach
A plan before the documents.
Carolina explains how to organize family, business and wealth with the right tools, in the right order, so every decision makes sense as part of a whole.
First step
What do you need to solvefirst?
Choose the closest situation. We take you to the recommended service without making you go through the entire page.
Before you marry
Organize decisions about assets, debts, family and expectations before requesting an agreement.
The guidance prepares the conversation; it does not include drafting or executing the agreement. Read which decisions to discuss.
Explore prenuptial guidance →Prepare or review
Prepare a will or review whether your existing one reflects your family and estate circumstances.
Choose the scope for a new document or a review of one you already have. Learn what a will can decide.
Assess a structure
Compare objectives, people, assets and responsibilities before choosing a trust or private interest foundation.
Assessment and formation are separate services.
Explore the assessment →Before moving to Panama
If you are relocating or hold assets in more than one country, begin by organizing your documents and questions.
A guide to preparing for coordination with professionals in each jurisdiction.
Read the planning guide →Initial diagnostic
Find a clear pathbefore choosing a service.
Answer twelve brief questions. The result provides initial guidance and does not replace Carolina’s professional review.
Explore your next step
Use the bilingual self-assessment to organize questions about your family, assets or business.
Start the free self-assessment →Also for businesses
Explore business continuity, governance, compliance and training services.
Explore business services →How it works
From initial guidance to a deliverable reviewed by Carolina.
A clear, private and traceable process. You know what happens, what we need and what Carolina must approve before each delivery.
01Before you engage
Orientation
Choose a service or speak with the bilingual concierge by chat or voice. We identify the right route without requesting sensitive documents.
Outcome: suggested route02Clear agreement
Scope and price
We confirm fit, inclusions, exclusions, timeline, price and whether the matter requires qualification or a prior consultation.
Outcome: confirmed scope03Activation
Payment and activation
When direct purchase is available, we confirm the scope, fees and payment instructions before activation.
Outcome: active matter04Confirmed channel
Intake and documents
After scope is confirmed, Carolina will explain how to complete the information and, when applicable, identify the secure channel available for sharing only the requested documents.
Outcome: information prepared05Professional judgment
Preparation and review
Technology facilitates preparation. Carolina personally reviews the facts, open questions and agreed deliverable.
Outcome: reviewed version06Completion and continuity
Delivery and next steps
Receive the approved result through the confirmed channel and continue through booking, email, WhatsApp logistics, signing, notarization or a new service, as appropriate.
Outcome: clear next actionAI organizes information and prepares working materials. It does not provide personalized legal advice or deliver final work without Carolina's review and approval.
Frequently asked questions
The essentials beforeengaging a service.
Find answers about the consultation, service scope and next steps.
Where do I start if I don't know what service I need?
Start with the free initial consultation. Carolina confirms whether a paid session, a document service, a business route or an external referral makes sense.
What is the scope of the information on this website?
The content and self-assessment provide general guidance. Personalized legal advice is provided within the service and scope agreed with Carolina; tax, foreign-law and other specialist matters are coordinated when appropriate.
Can I pay without having all my documents ready?
Yes, but the scope must be clear. If documents are missing, the work can begin with an inventory, priorities and a list of missing items.
Do I work directly with Carolina?
Yes. The initial review, route and judgment go through Carolina; external specialists may be coordinated when the case requires it.
How is AI used?
Only as support to organize information, automate repetitive tasks and prepare inputs under review. It does not provide legal, tax, fiduciary, regulatory or investment advice.
What happens after paying?
You receive instructions to schedule, complete context and share documents when applicable. Then the agreed guide, report or route is delivered.