EDISON CROSS-BORDER ADVISORY · PRESERVE
Multi-Jurisdiction Advisory
A single point of coordination when several legal systems apply.
WHAT IT ACCOMPLISHES
A single point of coordination when several legal systems apply.
Clients with international lives often have an attorney in each country and no one looking at the whole. We act as the coordinating advisor: understanding how the systems interact, sequencing the work, and keeping every advisor working from the same plan.
THE CONTINUITY MODEL · PRESERVE
Does your current plan reflect your goals, your family, and your legacy?
WHAT THE WORK TYPICALLY COVERS
- Coordination of attorneys and advisors across countries
- Sequencing of planning steps by jurisdiction
- Regular reviews as laws and circumstances change
- One point of contact for the family
GO DEEPER
- Cross-Border & Expatriate PlanningEstate planning for families with interests across the U.S. and Mexico.
WHO THIS IS FOR
People, not legal categories.
EDISON CROSS-BORDER ADVISORY
Helping families and businesses thrive across jurisdictions.
WHAT HAPPENS NEXT
You should never wonder what happens after you reach out.
- 01
A brief introductory conversation
A short call with our intake team to understand what is happening and what you are trying to accomplish.
- 02
Your planning consultation
A planning consultation with the attorney or advisor best suited to your situation.
- 03
Your options, explained
A clear explanation of the options available to you and our recommended path forward.
- 04
Scope, fees, and a start
If we’re the right fit, we outline the scope of work, discuss fees, and begin implementation.
NOT READY TO TALK YET?
Learn first. Education builds trust.
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NEXT STEP
A single point of coordination when several legal systems apply.
Every family, every business, and every generation will face defining moments. Whether you’re planning ahead or responding to an unexpected challenge, we’re here to help you move forward with confidence.