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Inheritance Law

Estate planning in Costa Rica

Estate Planning
Family Planning
Estate Documents

Estate planning is the legal process by which a person organizes, during their lifetime, how their assets and rights will be distributed after they pass away. It goes far beyond 'making a will': it's about protecting your assets, avoiding family conflicts, and ensuring your wishes are fulfilled with legal certainty. At KMR LEGAL, we design personalized legal structures that allow you to take control of your legacy. Whether through wills, trusts, donations, or succession agreements, our specialized advice offers peace of mind for you and stability for your loved ones.

Why is estate planning important in Costa Rica?

Proper estate planning offers lasting benefits for you and your loved ones.

Prevents disputes between heirs

Clear planning significantly reduces the possibility of family conflicts over asset distribution.

Accelerates inheritance procedures

Reduces time and judicial costs by having a clear and well-defined legal structure.

Protects vulnerable individuals

Ensures the care of minors, dependents, or people with disabilities through appropriate legal structures.

Clear asset designation

Allows you to specify precisely who receives each asset, avoiding confusion or misinterpretations.

Organizes complex estates

Facilitates the management of assets in companies or diversified estate structures.

Reduces emotional burden

Alleviates family stress in difficult times by having important decisions already made and documented.

Estate Planning Legal Services

We offer personalized solutions to protect your assets and secure your legacy.

Will drafting and advisory

We draft clear, valid wills that comply with the law, ensuring your wishes are fulfilled and your heirs don't face future disputes.

Succession process management

We represent heirs in succession proceedings, from filing the application to the allocation of assets, both in judicial and notarial venues.

Succession trust establishment

We design trust structures that allow for secure management and transfer of assets, especially useful for protecting minors, people with disabilities, or complex assets.

Inheritance dispute advisory

We defend your rights in cases of will contestation, heir exclusion, conflicts between parties, nullities, and other succession controversies.

Comprehensive estate planning

We analyze your family and financial situation to develop a tailored legal strategy, protecting your assets and ensuring an orderly transition without surprises.

Inheritance acceptance or renunciation

We advise heirs in making informed decisions regarding accepting or rejecting inheritances, especially when there are liabilities or associated legal risks.

Asset partition management

We coordinate and advise on the distribution of assets among heirs, whether amicably or judicially, ensuring a fair, documented, and efficient process.

Registry regularization of assets

We handle the registration of assets in the name of heirs before the National Registry and other entities, ensuring all documentation is in order.

Our Approach

Our estate planning process is designed to be comprehensive, personalized, and tailored to your specific goals.

Initial Assessment
1

Initial Assessment

We conduct a comprehensive assessment of your financial situation, family, and long-term goals.

Strategic Design
2

Strategic Design

We develop a personalized plan that addresses your specific needs and estate objectives.

Legal Implementation
3

Legal Implementation

We prepare and execute all necessary legal documents to implement your estate plan.

Periodic Review
4

Periodic Review

We offer regular reviews of your plan to ensure it stays up-to-date with changes in your life and legislation.

What Our Clients Say

The KMR team guided me through the complex process of creating a family trust with professionalism and empathy. Their personalized approach gave me peace of mind knowing my children's future is protected.

Carlos Jiménez, Entrepreneur

Frequently Asked Questions

Answers to the most common questions about estate planning in Costa Rica

It is the legal and strategic process to organize the transmission of your assets during your lifetime, ensuring that your property passes to the people you designate, in an orderly manner and without conflicts. At KMR LEGAL, we help you avoid unnecessary lawsuits, protect vulnerable heirs, and ensure your wishes prevail.
The most common are wills, trusts, donations, and succession agreements. Our legal team analyzes your financial and family situation to design an appropriate structure that is proof against future conflicts.
In the absence of a will, legitimate succession applies according to the Civil Code, which can cause disputes between heirs and delays in the distribution of assets. With KMR LEGAL, you prevent your family from being exposed to lengthy, costly, and emotionally draining processes.
Yes, within certain legal limits. At KMR LEGAL, we advise you on how to structure your wishes in a valid way, respecting the legitimate portion of forced heirs, community property rights, and protecting your desire to distribute assets either equitably or strategically.
Estate Planning

Anticipate. Protect what you've built. Reassure your family.

Regardless of the size of your estate: if you have assets, children, or loved ones you wish to care for, estate planning is a fundamental tool. At KMR LEGAL, we work with empathy, confidentiality, and legal precision so you can make informed decisions and leave everything in order.

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