Heritage Estate PlanningHeritage Estate Planning

Frequently Asked Questions

Family governance isn't simple. Neither are the questions. We've compiled the stuff our clients actually ask us about — no fluff, just straight answers about protecting what matters most to your family.

We handle the blueprint for your family's financial future. That means succession planning, asset protection, trust structures, and making sure your wishes stick — literally and legally. We also help families talk through the hard stuff: money values, decision-making processes, conflict resolution. It's not just paperwork. It's peace of mind for 3 generations out.

Depends on complexity. Simple estates? 6-8 weeks. Multi-property situations with business interests? More like 16-20 weeks. We move fast but won't rush the thinking part. Your family needs time to discuss decisions anyway. We'll give you a timeline upfront so there's zero surprises.

Yes. We serve clients across Romania and coordinate with international advisors when needed. Location matters less these days. We handle most meetings virtually, site visits when required. Your address doesn't change how seriously we take your family's legacy.

We don't do surprises with pricing. Most families pay either flat fees (better for straightforward situations) or hourly rates ($180-320/hour depending on complexity). We quote everything in writing first. No hidden costs. No surprise invoices. That's not how we do business.

Honest answer? No one can guarantee that. But clear documentation, family communication facilitation, and robust legal structures eliminate 89% of typical disputes. We can't control human nature. We can engineer situations where conflict is much harder to ignite.

Call us at +40 386 008 343 or email [email protected]. First conversation is free. We'll ask questions, you'll ask questions, and we'll figure out if we're the right fit. No pressure. No sales pitch. Just honest assessment of what your family needs.

Life shifts. Markets shift. Laws shift. That's why we build in review periods — usually annual check-ins for 3 years post-completion. Major life events (death, marriage, business sale, inheritance) get handled at no additional cost if they fall within our standard review window.

Absolutely. We work with families scattered across Europe and beyond. International tax implications, multiple jurisdictions, currency concerns — we've navigated that complexity 47+ times. We coordinate with local advisors in other countries to ensure everything integrates properly.

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