Estate Management and Investment

Your financial ally in planning for your loved ones

In planning the inheritance of your estate, this trust fund may be your primary option or a complement to your will. It can be established in order to allow you (the trust creator or assignor) to dispose of the property and assets contributed to the trust during your lifetime and to deliver them to the trust beneficiary–your heirs–upon your death, legal absence or legal incompetency, through planned delivery under specific times and conditions determined by the trust creator.


  • As trust creator, during your lifetime and in accordance with your instructions, you can dispose of the property and rights that will make up the equity of the trust under the terms established in the trust agreement.
  • The trust creator can modify or revoke the trust at any time.
  • Strict confidentiality regarding the information and assets contributed by the trust creator to the trust.
  • Transmission of the trust equity to substitute trust beneficiaries without the need for probate proceedings.

Chose the Estate Trust that best suits your needs, and let us administer it with quality and efficiency.