Estate Planning

Your legacy in the right hands. At PATRIUM we manage the plan for your estate in strict compliance with your wishes.

Entrust your Estate Planning to a leading team with over 15 years' experience in Inheritance Law. At PATRIUM we help you plan the future of your estate and guide you along every step of the way.

We work with discretion, understanding and transparency from start to finish, partnering with you closely to ensure that your wishes and interests are respected and the risk to your legacy is minimised.

We help you make the best decisions by ensuring that your assets are protected and transferred as securely and reliably as possible.

Our overriding goal is to offer effective and innovative solutions to achieve our clients’ utmost satisfaction.

Our legal and financial advisors work closely with you to understand your needs and goals.
We advise and draw up a specific plan tailored to your interests and focused on tax optimisation for your heirs.
We analyse and study your case to devise a strategy that best suits your interests and goals.
In addition, we carry out all the necessary bureaucratic procedures, as well as drawing up the paperwork, always ensuring the security and protection of all your documents in accordance with the law.


What we can do for you

Estate Covenants

If you wish to draw up a covenant to distribute a legacy, contact our legal advisors to ensure it is done with all appropriate safeguards.



If you wish to make a donation, at PATRIUM we provide tax and legal advice throughout the process and carry out all the legal and tax formalities.



Control the destination of your assets by assigning a trustee responsible for the administration, conservation and transfer of your assets to third parties.



If you wish to prevent one of your legitimate heirs from receiving his or her property, we will advise you on the most appropriate decision and take care of the relevant formalities.


Start planning the future of your assets and settle any questions:

Our team of experts in inheritance law will advise you on all your queries:

At Patrium, we help to instruct your heirs to be aware of their responsibilities and show them how to manage a large inheritance.

We advise you on how to make the best decision for your assets and your loved ones. Together we will devise a plan setting out the handover and control of all your assets.

Our tax and fiscal experts will draw up a tax-optimised plan to minimise the inheritance tax payable on your assets.

If you are thinking of making donations, at Patrium we can advise you on the best options for you.

At Patrium, we have a network of legal and financial advisors who are familiar with domestic and foreign legislation to provide you with the most appropriate solutions.

If you wish to make a written will and are concerned about its validity, we will advise you and explain the requirements needed to comply with current regulations.

Get to know us



International Scope



Multidisciplinary Law Firm

Commitment, Discretion and Transparency

Personalised Attention and Dedication

Your goals are our goals

Innovation, Strategy and Quality

Security and Legal Support


Contact our team of experts

Contact our team of experts and one of our lawyers, specialised in Inheritance and Estates, will contact you to resolve all your queries. We would be glad to assist you and answer your questions.


C/Juan Bravo, nº 20, 1ºIzq. 28006 Madrid

Paseo de la Castellana, nº. 153, bajos 28046 Madrid

+34 871 590 387 (Fax)

Palma de Mallorca

Avinguda del Gran i General Consell (antes, Avenida Joan March) 6, 2º - 07004 Palma de Mallorca


Paseo de Gracia, nº. 12, 1º 08007 Barcelona

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