Estate planning
Cross-Border Expertise for Estate Planning
We help international families and professionals plan, protect and pass on their wealth across borders. From wills and gifts to successions, we ensure full legal clarity, tax efficiency, and cross-jurisdictional coordination. Our estate planning approach is strategic, compliant, and always aligned with your personal values and long-term goals.
Who This Estate Planning Is For
Foreign citizens (US, UK, Irish, Qatari, Emirati...) with French assets
We align foreign wills and trusts with French inheritance law to ensure legal continuity and avoid future disputes.
Cross-border families with multiple heirs
We design estate strategies that anticipate legal, tax and family issues across several jurisdictions.
Our advisory services
How We Support Your Estate Planning Process
Discover how we help clients protect and transfer their wealth across borders with legal precision and strategic alignment.
01.
Initial Estate Review
We assess your family, asset structure and goals to define priorities and identify key legal risks.
02.
Jurisdictional Strategy
We map relevant legal systems to determine succession rules, tax exposures and applicable conventions.
03.
Document Coordination
We draft, adapt and align wills, gifts and legal instruments to ensure cross-border coherence and enforceability.
04.
Family Guidance
We provide clear explanations to you and your heirs, ensuring understanding and harmony around your estate decisions.
05.
Long-Term Safeguards
We anticipate risks and define legal tools for future-proof transmission.
Testimonials
What Our Clients Say About Us
Added value
Why Clients Trust Us for Estate Planning
Trusted by Families Worldwide
International families trust us with sensitive, cross-border succession matters.
Confidential and Long-Term Vision
We advise with discretion and build lasting family trust.
Legal and Tax Expertise in Succession
We combine French and international tools to optimise your legacy.
Trilingual Communication, Clear Documents
We deliver legally precise documents and advice in English, French and German.
Case studies
Estate Planning Case Studies
Discover how we help clients protect and transfer their wealth across borders with legal precision and strategic alignment.
A Simple and Trusted First Contact Process
From your first message to your first meeting, we make your onboarding seamless, confidential, and tailored to your needs.
Step 1 : Online Form or Direct Email
Send us a quick message outlining your situation. Our team replies promptly and confidentially, usually within 48 hours.
Step 2 : Initial Call or Video Meeting
We schedule a first conversation to understand your goals, ask key questions, and identify the appropriate legal framework.
Step 3 : Meeting in Person or Remotely
We confirm the scope, outline next steps, and begin working — with the clarity and confidence your situation deserves.
Contact us
I Request to Be Contacted
We’ll get back to you within 48 hours.
Jérôme Poltorak
Founder
jerome.poltorak@notaires.fr
+ 33 7 66 42 45 99
Blog
Insights on Global Wealth and Strategy
Read our latest legal insights for cross-border property and estate planning.
How should global families structure their estate plans?
We build tailored frameworks for high-net-worth families to manage succession across jurisdictions, balancing control, tax impact, and long-term legacy.
Can international heirs face legal challenges?
Yes. We pre-empt legal conflicts by coordinating jurisdictional rules and inheritance rights to preserve family harmony and asset continuity.
How do we reduce estate tax exposure?
We integrate strategic lifetime gifts, treaty benefits and corporate structures to optimize transmission for international families and entrepreneurs, in coordination with foreign lawyers.
Should we use a private trust or family holding?
For significant global wealth, we assess legal tools aligned with your governance and estate goals.
How often should international families review their plans?
We recommend regular updates tied to asset changes, family events or legal reforms — with ongoing legal oversight at your side.
Download Our Guide concerning Estate planning with french assets
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