Estate and succession planning
Civaro Advisors’ Estate and Succession Planning practice focuses on planning and organising the transfer of wealth in an efficient and secure manner, tailored to each client’s personal and family circumstances. We advise clients on key decisions to protect their assets, ensure their orderly transfer and minimise the risk of future disputes.
We have extensive experience in developing succession strategies, drafting wills and managing inheritance matters, providing support both at the planning stage and throughout ongoing proceedings. Our estate management, inheritance and gift services include:
Estate planning
Assessment of personal and financial circumstances.
Development of asset transfer strategies.
Protection of family wealth.
Legal optimisation of inheritance arrangements.
Succession planning
Lifetime succession planning.
Advice on asset distribution.
Prevention of inheritance disputes.
Tailored strategies for each family.
Wills and succession agreements
Drafting of bespoke wills.
Review and amendment of existing wills.
Succession agreements..
Advice on testamentary provisions.
Inheritance administration and probate
Administration of testate and intestate estates.
Declaration of heirs.
Comprehensive management of the inheritance process.
Legal coordination of estate distribution.
Estate division and asset distribution
Preparation of estate distribution agreements.
Distribution of assets.
Judicial and out-of-court estate division.
Allocation of inherited assets.
Inheritance disputes
Will challenges.
Disputes and claims between heirs.
Judicial division of estates.
Legal representation in inheritance proceedings.