Estate planning in São Paulo
Organise the transfer of your wealth during your lifetime: gift with usufruct, wills, holdings and protective clauses — to reduce taxes, avoid conflict and spare your family a long probate.
5,0 · 18 Google reviewsEstate planning means organising, during your lifetime, how your wealth will be transferred — through gift with usufruct, wills, holdings and protective clauses. Done in time, it reduces the tax burden, avoids disputes among heirs and spares the family a costly, drawn-out probate.
The instruments we use.
- Gift with reserved usufructYou transfer the assets to heirs but keep the use and income for life.
- WillAllocates the disposable portion and protects whom you wish, within the law.
- Family holdingConcentrates the assets and organises the succession of quotas in life.
- Protective clausesIncommunicability, unseizability, inalienability and reversion.
- ITCMD and taxesStrategy for the ITCMD burden, with an eye on the Tax Reform.
- Business successionContinuity of the business and transition between generations of partners.
Start by estimating the cost of succession.
Probate Calculator
See what a probate over your assets would cost today — a good starting point for planning.
Estimate nowHow it works.
- Map of assets and familyWe survey assets, heirs and goals, and the risk and tax points.
- Choice of instrumentsWe combine gift, will, holding and clauses to fit your case.
- ExecutionWe draw up the gifts and the will, set up the holding and handle the registrations.
- Periodic reviewWe track changes in the family, the assets and the law to keep the plan current.
What clients say on Google.
“From the very start I was looked after exceptionally. The team is attentive and explains every step.”
Amanda M. · Google“Excellent, highly qualified professionals. I highlight the professionalism, the service and the honesty.”
Rita G. · Google“Very polite, patient, always with precise, accurate answers. I recommend them with no reservations!”
Thais T. · GoogleReal client reviews published on Google.
Who leads this area.
Founding partner (OAB/SP 344.334). Postgraduate in Succession Law (PUC-Campinas) and Business Law (FGV). Specialist in estate planning, family holdings and business succession. Fluent in English.
Meet Renato FalchetCommon questions.
What is estate planning?
It is organising, during your lifetime, the transfer of your wealth using instruments such as gift with usufruct, wills and holdings. The goal is to reduce taxes, avoid conflict and make succession simpler and cheaper than ordinary probate.
When should I start?
As soon as possible. Planning is most effective while there is time and health to decide calmly — and especially given possible ITCMD changes under the Tax Reform.
Does planning reduce taxes?
It can reduce and, above all, organise the ITCMD payment and avoid the cost of a litigious probate. We work with real figures and within the law — no "magic exemption" promises.
Can I gift and still use the assets?
Yes — that is gift with reserved usufruct: you transfer ownership to the heirs but keep the use and income for life, with clauses that protect the asset.
Organise your succession while there is time.
Talk to the partner in charge on WhatsApp and design a plan tailored to your family and your wealth.