Estate planning

Carolina Solís, estate planning lawyer in Panama

What you do not plan today, others may decide tomorrow.

Assets without a clear destination, a poorly drafted will, an agreement that you never signed or a company without a clear structure are decisions that sooner or later someone will make for you.

I protect assets, families and companies with strategy, precision and independent judgment.

Trust Foundation Will Prenup Business optimization Applied AI Compliance
15+ years of experience·Panama & BVI·Confidentiality
Carolina Solís, asesora en planificación patrimonial

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.

ESTATE

Organize my assets

I have assets, partnerships, accounts, heirs or international exposure and I need to know what to check first.

Ideal if you are starting out and want a clear route.

Recommended service:Free initial consultation → Estate Clarity Session (if appropriate).

ESTATE →
WILL

Address my will

I don't have a will, I have an old one or I need to confirm if my documents still reflect my reality.

Ideal if you want to avoid voids before there is urgency.

Recommended service:Will from Scratch or Will Review.

WILL →
PRENUPTIAL

Protect a relationship

I am getting married and want to discuss both partners’ assets before signing.

For couples who want time for a thoughtful conversation before signing.

Recommended service:Prenuptial Guide.

PRENUP →
BUSINESS

Improve my company

My company needs structure, processes, automation or next steps for growth with more control.

Ideal if the business works, but the internal system does not.

Recommended service:Startup Diagnosis or AI Workshop.

BUSINESS →
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.

Approximate duration: 3 minutes No documents or sensitive information requested

Explore your next step

Use the bilingual self-assessment to organize questions about your family, assets or business.

Start the free self-assessment →
For People

What you have deserves to beprotected.

If you have assets, a family, or are experiencing an important moment in life — a marriage, a new business, an inheritance — it is time to organize your property situation. Each service is designed for a specific decision: ordering, drafting, reviewing or preparing for an important estate conversation.

01

Asset Diagnosis

We review assets, family, company and goals to identify what is exposed, what needs to be protected and where there are opportunities that you are not yet taking advantage of.

Clarity before any property decision.
02

Personalized Strategic Plan

Design your wealth roadmap: what structures to create, in what order, under what jurisdiction and for what legal purpose.

Your plan. Your family. Your protection.
03

Implementation & Formalization

I accompany trusts, FIPs, wills, prenuptial agreements or cross-border structures so that everything is signed and in order.

Each document, executed with precision.
04

Continuous Strategic Custody

Periodic reviews, proactive adjustments and permanent advice so that your structure evolves with your life, the laws and your assets.

A plan reviewed with you.
For Companies

Your business has potential.Help it grow well.

Whether you are just starting out or have been operating for years, the correct structure and orderly processes make the difference between growing with control or growing with problems.

01

Business Diagnosis

We understand processes, structure, team, revenue and risks to see what is holding back your growth or stability.

Seeing your business clearly changes everything.
02

Strategy Design

We build a concrete action plan for processes, AI, governance, sales or risk, with a logical order of execution.

A strategy made for your reality.
03

Guided Implementation

We install systems, formalize agreements, redesign processes or activate AI tools according to plan.

From plan to action, with you at every stage.
04

Continuous Evolution

Periodic monitoring to measure results, identify opportunities and adjust the strategy as your market or team changes.

Your business evolves. Your strategy too.

Schedule a business diagnosis and leave with a plan in hand.

Schedule diagnosis →
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 route
02Clear agreement

Scope and price

We confirm fit, inclusions, exclusions, timeline, price and whether the matter requires qualification or a prior consultation.

Outcome: confirmed scope
03Activation

Payment and activation

When a service supports direct purchase, you accept the versioned terms and complete server-created secure Checkout.

Outcome: active matter
04Confirmed 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 prepared
05Professional judgment

Preparation and review

Agents prepare the matter. Carolina reviews the facts, conclusions, open questions and the exact deliverable version.

Outcome: reviewed version
06Completion 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 action

AI 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.

Fewer questions on the homepage. Specific doubts are resolved inside each service.

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.

Confidential contact

Contact

I will respond to you personally in less than 48 business hours. Share the basic context and I will tell you if it is best to start with a call, a diagnosis or a specific service.

Personal response in less than 48 business hours.