The expertise developed by the Notaries over time and certified by accredited institutions in the field enables them to guide clients through the estate planning process. In this context, it becomes essential to combine skills in real estate, corporate, and succession law to provide the targeted advice that each case demands. Additionally, the regulatory system is enriched with tax laws often aimed at facilitating the transfer of assets. It becomes crucial to identify objectives and collaborate with the notaries to design pathways that lead to an efficient generational transition.