For anyone who wants to organize their wealth picture
Individuals or families who want to review their assets, risks and next steps at their own pace before engaging additional services.
Individuals and families · Self-paced course
Smart Wealth: From Assets to Legacy
A self-paced course to understand what you own, what may be at risk and what to organize before engaging a solution.
Service price: USD 500. Cuanto total: USD 527, including the processing fee.
Smart Wealth: planning program
This route lets you explore your estate planning picture at your own pace. Review the program format and scope before choosing it; a personal Clarity Session addresses a specific review of your circumstances.
Fit
First, confirm whether this is the right route.
The service begins with clear scope. Price, required documents and the next step must be understood before engagement.
Start with clarity, not a structure
It helps turn scattered information into clearer questions and priorities before deciding what professional support may be needed.
Professional scope
Assisted preparation. Human judgment.
Technology can organize information and prepare the matter. Carolina retains review, conclusions and approval of every deliverable.
Work within the agreed scope
The course combines self-paced content, working tools and a personal consultation upon completion.
- Four modules with an approximate total duration of three hours
- Working PDF to organize the information
- Final checklist to identify outstanding matters
Points requiring professional judgment
The final consultation provides an opportunity to review questions and findings from the course, without turning general content into an automatic recommendation.
- Questions arising from the modules
- Findings recorded in the PDF and checklist
- General orientation on a possible next step
Matter file
What to prepare, what you receive and what remains outside scope.
Boundaries are shown before engagement so the client can compare the service with their actual need.
What we need to begin
- General description of the assets and matters you want to organize
- Priority questions identified during the course
- Completed working PDF and checklist for the final consultation
What the client receives
- Immediate access to the four-module self-paced course
- Working PDF and final checklist
- Personal 45-minute consultation upon completion
What is not included
- Drafting or review of legal documents
- Formation or implementation of structures
- Tax, investment or foreign-jurisdiction advice
After choosing
From qualification to a clear proposal.
Each stage makes clear who acts, what information is needed and when Carolina becomes involved.
Request scope
Share only the initial context needed to identify the route.
Qualification
Carolina confirms fit, risks, dependencies and required professionals.
Private proposal
You receive scope, price, schedule, terms and separate third-party costs.
Intake and delivery
After acceptance, Carolina confirms the intake channel. Files are not requested until a secure channel is enabled.
Confidentiality and documents
Do not send sensitive documents, bank data or identification by email or WhatsApp. Carolina will identify the secure channel when it is available and scope is confirmed; until then, sensitive files are not requested.
Next step
Request a private scope assessment.
Carolina must review the context before confirming availability, schedule, dependencies and any scope adjustment.
Service price: USD 500. Cuanto total: USD 527, including the processing fee.
Public information explains the service and its boundaries; it is not personalized legal advice. Final recommendations, documents and conclusions require Carolina's review and, where appropriate, coordination with professionals in the applicable jurisdiction or specialty.