Estate Planning Service Philippines

Estate planning is a critical component of comprehensive wealth management, particularly for individuals and families with substantial assets or complex financial portfolios.

In the Philippine legal landscape, effective estate planning is about more than just drafting a will; it’s the strategic organization of your estate to ensure the orderly, tax-efficient transfer of wealth and the preservation of family harmony across generations. We utilize a wide range of legal instruments, including trusts and advanced directives, to align the disposition of your assets perfectly with your personal objectives, family dynamics, and long-term business interests.

About Our Estate Planning Law Firm

Ligan & Uy Law offers tailored estate planning services in the Philippines, rooted in a nuanced understanding of local legal frameworks and informed by globally recognized practices. We take a strategic, client-focused approach that values discretion, foresight, and legal precision.

Our experienced estate planning lawyers in the Philippines, works closely with clients in analyzing how they would want their assets distributed by taking into consideration liabilities, family dynamics, financial and business structures, and the operations of the laws of taxation and succession. We ensure that our clients’ estate plans are tailored to meet their specific needs, offering expert advice to secure their legacy and protect their assets for future generations.

Our Estate Planning Services

We provide comprehensive, personalized estate planning solutions designed to strategically organize your wealth, minimize tax exposure, and ensure the orderly transfer of assets to secure your family’s future legacy.

Last Will and Testament Preparation

We assist in drafting legally sound wills that clearly outline how your assets will be distributed. This ensures your intentions are honored while complying with succession laws in the Philippines.

Donation Inter Vivos (Living Donations)

We facilitate lifetime transfers of assets through properly executed donations. This includes addressing legal requirements and potential tax implications.

Trust Formation

We help establish and structure trusts to manage and protect assets across generations. Trusts can offer confidentiality, continuity, and flexibility in wealth distribution.

Succession Planning

We guide clients in planning the smooth transfer of wealth or business interests. This anticipates legal and familial complexities that may arise during succession.

Estate Tax Planning

We provide strategies to manage and minimize estate tax obligations. Our goal is to preserve more of your estate for your designated beneficiaries.

Assistance with Probate and Estate Settlement

We assist with the probate process and estate settlement after death. This includes legal filings, asset distribution, and resolution of obligations in accordance with the law.

Who Needs Estate Planning?

Estate planning is an important step for individuals and families who want to ensure the secure, orderly transfer of assets. It is especially valuable for:

Individuals With Complex Assets

Those who own real estate, business interests, or other significant assets benefit from a structured plan that ensures proper management and distribution.

Parents of Minors or Dependents

Estate planning helps establish guardianship arrangements and financial provisions that safeguard the long-term well-being of children and dependents.

Families Seeking Clarity and Harmony

A well-prepared estate plan reduces ambiguity, prevents potential disputes, and provides a clear roadmap for inheritance.

Business Owners

Business succession planning supports a smooth transition to the next generation, minimizes disruptions, and aligns ownership and governance with long-term goals.

Our Estate Planning Lawyer

Jessamyn H. Uy-Ligan

Ms. Uy is our partner-in-charge of family law with substantial experience in estate planning, with a focus on wealth preservation, succession, and asset distribution under Philippine law. She holds a Juris Doctor from the Ateneo de Manila University School of Law and an LL.M. in Business Law from the University of California, Berkeley.

She advises individuals, families, and business owners on estate settlement, intergenerational transfers, and the legal issues involved in succession. Drawing from her work with clients in real estate, finance, and corporate sectors, she designs clear and practical estate plans tailored to legal requirements and personal objectives.

FAQs About Estate Planning

Do I need a lawyer to create an estate plan?

While not required, a lawyer gives professional protection that your estate plan complies with Philippine law and covers all legal complexities. This helps avoid disputes and protects your interests.

How often should I update my estate plan?

We recommend you to review your estate plan every few years or whenever you experience a major life change, such as marriage, divorce, or acquiring new assets. Keeping it updated helps ensure that your plans reflect your current wishes and remain legally protected.

Can I appoint someone to manage my estate if I become incapacitated?

Yes, you can appoint someone through a special power of attorney or set up a trust to manage your estate if you become incapacitated. This makes sure your affairs are handled according to your instructions.

How do I get started with estate planning?

The best first step is to speak with an estate planning lawyer who can review your situation and recommend a plan that fits your needs. This helps ensure your assets are well managed and your family is protected.