Estate planning resources in Panama

Find tools, guides and videos to prepare your questions. The article library explores individual topics; the self-assessment helps you identify a starting point.

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Dedicated library

The 15 articles now have their own space.

Explore estate planning, wills, trusts, family business and personal decisions, with a distinct image and a clear path for every article.

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New legal guide

What a will can and cannot do in Panama.

A practical guide to organise questions about assets, relatives, jurisdictions and related documents before a review.

Español

Panama wills guide

Scope, cautions, comparison with trusts and foundations, useful documents and official sources.

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English

Panama wills guide

Scope, cautions, comparison with trusts and foundations, useful documents and official sources.

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New guide for couples

Panama prenuptial agreements: decisions to organize first.

A general guide to purpose, assets, debts, businesses, housing, future changes, and cross-border coordination before formalizing.

Español

Decisions before a marital agreement

Seven conversations, important limits and official sources. Looking for the everyday term? Read the guide toprenuptial agreements in Panama.

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English

Decisions before a Panama prenup

Seven conversations, important limits, practical preparation, and official Panama sources.

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my books

Books and guides to organize assets with more criteria.

Portada de Ley de Fideicomisos de Panamá, edición bilingüe comentada

PDF · bilingual · 39 pages

Panama Trust Law

Annotated bilingual edition of Law 1 of 1984, Law 21 of 2017 and relevant fiduciary regulations.

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Portada de Lo que le pasa a lo tuyo si mañana no estás

PDF · Spanish · 11 pages

What happens to your assets if you are not here tomorrow

A basic guide to understanding wills in Panama, without legal jargon and with the essentials to get started.

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PDF · English · 11 pages

What happens to what's yours if you're not here tomorrow

A basic guide to understanding wills in Panama, without legal jargon and with the essentials to get started.

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Portada del Acuerdo No. 1-2026 de la Superintendencia de Bancos de Panamá

PDF · bilingual · 19 pages

SBP Agreement No. 1-2026

Annotated bilingual edition on preventing misuse of banking and fiduciary services.

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Portada de Los 5 errores que destruyen el patrimonio de tu familia

PDF · Spanish · 8 pages

The 5 Mistakes That Destroy Your Family’s Wealth

How to avoid decisions that put family assets at risk before it is too late.

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PDF · English · 8 pages

The 5 Mistakes That Destroy Your Family's Wealth

How families, entrepreneurs and investors can avoid preventable mistakes before it is too late.

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Reading guide

Readings to arrive with more clarity.

Start with a short guide to prepare context, priorities and questions before a call or wealth review.

Preparation

Documents at hand

Wills, companies, trusts, beneficiaries, powers of attorney, relevant account statements and any document that could change the decision.

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Criterion

Correct questions

What do you want to protect, who should be able to act, what is not up to date and what decision do you not want to leave open.

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Prudence

Decisions that can wait

Not everything requires constituting something new. Sometimes the priority is to review, order or ask for external criteria.

Diagnostic →

Podcast

Smart heritage.

Short conversations to understand trusts, wills, prenups, asset protection, family office, compliance, applied AI and asset decisions with more clarity.

Episode 01 selected

What is a trust and why in Panama?

Podcast episode · Trust · 5:24

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Resources to arrive with betterquestions.