Living abroad brings unique challenges to estate planning. Americans in Portugal must navigate both U.S. and Portuguese systems, each with different rules for inheritance, probate, and family protection. Without a plan, families can face frozen accounts, long delays, or unexpected costs. This session explains the essentials: why U.S. probate is slow and costly, why a Portuguese will is always needed, and how tools like trusts, life insurance, and advance directives provide continuity and peace of mind. We’ll cover considerations for families with children, retirees, and anyone with assets in both countries. You’ll also learn how cross-border planning is priced in the wider market, and how a focused approach for Americans in Portugal can deliver better results with lower costs. This webinar is educational, not legal advice. At the end, attendees will be invited to book a Cross-Border Estate Planning Session (CEPS) with a special discount code.
Cross Border Estate Planning for Americans in Portugal

one-time purchase