Succession & Inheritance
Protecting your assets for future generations requires careful estate planning, especially when property spans multiple jurisdictions. Our succession and inheritance team helps you structure your estate, prepare legally valid wills in Costa Rica, and navigate cross-border inheritance complexities.
How We Help
Will preparation and registration
We draft legally valid wills under Costa Rican law and register them with the Registro Nacional to ensure enforceability and prevent future challenges to your testamentary wishes.
Estate planning and asset protection
We structure your assets across jurisdictions to minimize tax exposure, shield wealth from creditors, and ensure a smooth transfer of your estate to future generations.
Probate proceedings
We guide beneficiaries through the Costa Rican probate court process, handling estate inventories, creditor claims, and the orderly distribution of assets according to the will or law.
Cross-border estate administration
We coordinate estate matters spanning multiple countries, harmonizing potentially conflicting inheritance laws to ensure your assets are distributed according to your intentions worldwide.
Trust creation for estate planning
We establish fideicomisos to hold and transfer assets outside of probate, with clearly defined beneficiary terms, distribution schedules, and trustee obligations.
Beneficiary designation advisory
We advise on optimal beneficiary designations taking into account Costa Rica's forced heirship rules, which may require a portion of your estate to pass to certain family members.
Inheritance tax planning
While Costa Rica does not impose an inheritance tax, we help you plan for tax obligations that may arise in your home country and structure your estate to minimize the overall tax burden.
Guardianship proceedings
We establish legal guardianship for minors or incapacitated persons through Costa Rican family courts, ensuring proper protection and representation for vulnerable individuals.
Related Practice Areas
Real Estate
Complete legal support for property acquisition, due diligence, title verification, and closing.
Corporate & Investment
Company formation, joint ventures, foreign investment structuring, and regulatory compliance.
Banking & Finance
Mortgage structuring, escrow management, financial regulatory compliance, and loan documentation.
Need Legal Assistance?
Contact us today for a consultation about your legal needs in Costa Rica.
Schedule a Consultation