Trusts & Estates Services in Mexico

📜 Probate & Estate Administration

We assist clients with probate proceedings throughout Mexico, recognizing that procedures and requirements can vary significantly from state to state. Our services include representation before local Courts or Notary Publics, depending on the nature of the estate and the jurisdiction involved. We guide executors, heirs, and beneficiaries through the legal process to ensure clarity, compliance, and proper transfer of assets.

📂 Trust Oversight & Management

We provide support in the administration and oversight of fideicomisos (Mexican trusts) involving the assets of deceased individuals. These may include family trusts, inheritance trusts, or property held in trust for investment or estate planning purposes. Our goal is to ensure proper management and distribution of the assets in accordance with the trust’s terms and Mexican legal requirements.

🛡️ Estate Planning & Family Legacy Protection

Our team works closely with families and individuals to design estate plans that reflect their values, wishes, and long-term goals. We assist in the drafting of wills (testamentos), donation agreements, family protocols, and other instruments that facilitate the preservation and orderly transfer of assets. We take into account the personal dynamics of each family to support harmonious transitions between generations.

⚖️ Dispute Resolution & Litigation in Inheritance Matters

In cases of inheritance disputes, we offer representation in litigation involving wills, estates, and trust-related matters. Whether due to will invalidity claims, conflicting heirs, or creditor issues, we work diligently to protect our clients’ rights and reach favorable outcomes. Our approach emphasizes clear strategy, cost-awareness, and sensitivity to family relationships.

🌐 Cross-Border Probate & Coordination with U.S. Proceedings

For clients with assets in both Mexico and the United States, we coordinate closely with U.S. counsel to manage ancillary or parallel probate matters. We ensure compliance with local and federal laws, helping clients achieve consistency and efficiency in estate administration across jurisdictions. Our binational experience allows us to bridge legal and cultural differences and provide holistic support to families navigating succession across borders.