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Legal and estate planning services in Panama
Choose according to your needs: organize assets, prepare or review documents, assess a structure or address a business decision. Each page explains the scope and next step.
Estate and family
- Estate planning consultation in Panama: Clarity Session
- Independent legal and estate review in Panama
- Prenuptial guidance in Panama: decisions before marriage
Business and continuity
Compliance and training
How to choose
Start with the situation, not a catalog.
These videos explain how to find the right service and when to organize what you have built before there is urgency.
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The right time to plan
Individuals
Four clear offers for wealth decisions.
Each card answers what it solves, who it is for, what it costs and the next step.
Asset Clarity Session
For organizing assets, family, companies, jurisdictions and questions before buying documents or structures.
View scope →Will and Review
For preparing a will from scratch or reviewing whether an existing one still reflects your family and wealth reality.
View scope →Prenuptial Guide
For discussing assets, business, debts, children and expectations before marrying or formalizing agreements.
View scope →Wealth Plan
For separating, protecting or transferring wealth when there are relevant assets, beneficiaries, companies or cross-border exposure.
View scope →
Additional services
Complementary services ordered by investment.
A simple selection of courses, diagnoses, workshops and advisory services to move forward with judgment according to budget, urgency and complexity.
Intelligent Wealth: from assets to legacy
Understand what you have, what is at risk and what you need to do before hiring anyone.
- 4 modules, approximately 3 hours
- Workbook PDF and final checklist
- Immediate access and self-paced
- 45-minute personal consultation after completing the course
AI Compliance Diagnosis
An executive review to detect priority gaps and decide what to correct first.
- 90-minute session
- Report with priority gaps
- 90-day roadmap
AI for Legal and Financial Professionals
For professional teams that want to use AI without compromising confidentiality or judgment.
- 3 intensive modules
- Ready-to-use templates
- In-house options for teams
Compliance Second Opinion
Independent review to clarify priorities before or after an inspection.
- Review of relevant gaps
- Action priorities
- Concrete recommendations
Course for implementing Agreement 1-2026 SBP
Practical training to understand the regulatory scope and prepare better responses.
- Critical articles explained
- Checklist by role
- SBP inspection simulation
AML/KYC Manual Review and Strengthening
Review against SBP Agreement 1-2026 to organize the manual and its controls.
- Suggested drafting
- Compliance checklist
- Delivery session with the CO