WEALTH PROTECTED | VALUES PRESERVED | FAITHFUL PLANNING | LASTING LEGACY | WEALTH PROTECTED | VALUES PRESERVED
PASS ON PEACE,
NOT PROBATE
Download your FREE “Peace Not Probate Life Plan” e-book today and discover how to keep your family’s assets
and relationships intact.
“I’ve seen too many families break apart over inheritance. This plan helped us prepare early, with a strategy that was discreet, tax-efficient, and aligned with our faith. Now, instead of worrying, we can focus on growing our family legacy together. Thanks to Jerica for enlightening us and guiding us through this process.”
— Virginia S., Retired Executive
PASS ON PEACE,
NOT PROBATE
Download your FREE “Peace Not Probate Life Plan” e-book today and discover how to keep your family’s assets
and relationships intact.
“I’ve seen too many families break apart over inheritance. This plan helped us prepare early, with a strategy that was discreet, tax-efficient, and aligned with our faith. Now, instead of worrying, we can focus on growing our family legacy together. Thanks to Jerica for enlightening us and guiding us through this process.”
— Virginia S., Retired Executive
DISCREET FAITH-ALIGNED SECURE
DISCREET FAITH-ALIGNED SECURE
Are you facing the
same problem?
You’ve built wealth over decades: properties, businesses, investments, and a name worth respecting. But you know the real risk isn’t money — it’s what happens to your children when you’re gone.
Without a clear estate plan:
➜ Years of probate (court hearings) can freeze your assets
➜ Lawyers and outsiders decide your family’s future
➜ Worst of all — siblings who once laughed together may never speak again
Your biggest fear isn’t losing wealth. It’s losing family unity.
You can’t allow that to happen to your family.
You see it coming — your parents avoid the conversation, legal papers are scattered, and no one has the full picture.
When the time comes, you’ll be the one forced to deal with what’s coming:
➜ Unclear instructions from parents
➜ Scattered documents and assets
➜ Cousins competing, businesses at risk
➜ The heavy pressure of being the “responsible one”
Your fear isn’t just inheriting assets. It’s inheriting chaos.
• “Just a Will” → guarantees probate and frozen assets"
• "Family Lawyer → great at documents, not proactive wealth protection"
• “Generic Life Insurance → little privacy, no global protection"
• “Avoiding the Talk → the silence that breeds resentment
Are you facing the
same problem?
You’ve built wealth over decades: properties, businesses, investments, and a name worth respecting. But you know the real risk isn’t money — it’s what happens to your children when you’re gone.
Without a clear estate plan:
➜ Years of probate (court hearings) can freeze your assets
➜ Lawyers and outsiders decide your family’s future
➜ Worst of all — siblings who once laughed together may never speak again
Your biggest fear isn’t losing wealth. It’s losing family unity.
You can’t allow that to happen to your family.
You see it coming — your parents avoid the conversation, legal papers are scattered, and no one has the full picture.
When the time comes, you’ll be the one forced to deal with what’s coming:
➜ Unclear instructions from parents
➜ Scattered documents and assets
➜ Cousins competing, businesses at risk
➜ The heavy pressure of being the “responsible one”
Your fear isn’t just inheriting assets. It’s inheriting chaos.
• “Just a Will” → guarantees probate and frozen assets"
• "Family Lawyer → great at documents, not proactive wealth protection"
• “Generic Life Insurance → little privacy, no global protection"
• “Avoiding the Talk → the silence that breeds resentment
The missing link
You don't need just paperwork, you need a comprehensive, cross-border, faith- aligned estate strategy that:
The missing link
You don't need just paperwork, you need a comprehensive, cross-border, faith- aligned estate strategy that:
Meet Your Coach
A wealth coach with over half a decade of experience helping high-net-worth families protect what matters most.
Over the years, I’ve guided more than 100 families in securing their legacies through discreet, faith-aligned, and tax-efficient strategies. From matriarchs with ₱500M incorporated estates to next-gen heirs stepping into leadership — secure not just wealth, but unity.
My mission goes beyond preserving wealth — it’s about safeguarding family unity and ensuring your values are passed on to the next generation.
I know estate planning can feel overwhelming and even uncomfortable to talk about. That’s why I make the process simple, confidential, and aligned with your beliefs. Together, we’ll create a clear plan that not only protects your assets but also brings peace of mind for you and your heirs.
Because true inheritance isn’t just money.
It’s peace, values, and love.
Meet Your Coach
A wealth coach with over half a decade of experience helping high-net-worth families protect what matters most.
Over the years, I’ve guided more than 100 families in securing their legacies through discreet, faith-aligned, and tax-efficient strategies. From matriarchs with ₱500M incorporated estates to next-gen heirs stepping into leadership — secure not just wealth, but unity.
My mission goes beyond preserving wealth — it’s about safeguarding family unity and ensuring your values are passed on to the next generation.
I know estate planning can feel overwhelming and even uncomfortable to talk about. That’s why I make the process simple, confidential, and aligned with your beliefs. Together, we’ll create a clear plan that not only protects your assets but also brings peace of mind for you and your heirs.
Because true inheritance isn’t just money.
It’s peace, values, and love.
Here's What
You Will Get
Full assessment of assets, liabilities, and risks with tailored recommendations
Confidential, tax-efficient, and currency-protected
Pass down your values alongside your assets
Equip heirs with modern wealth tools and a stewardship mindset
E\Coordination with your lawyers, accountants, and family members
Here's What
You Will Get
Full assessment of assets, liabilities, and risks with tailored recommendations
Confidential, tax-efficient, and currency-protected
Pass down your values alongside your assets
Equip heirs with modern wealth tools and a stewardship mindset
Coordination with your lawyers, accountants, and family members
The real cost of doing nothing is far greater:
On a ₱100M estate, the tax is survivable. The real cost?
- A family business collapsing in succession disputes
- Children never speaking again
- Your name remembered as the source of conflict, not peace
Every month you delay:
- Your heirs remain unprepared
- Family relationships grow vulnerable to conflict
- Privacy and protection remain unsecured
Families who act now sleep easier at night knowing the future is safe.
The real cost of doing nothing is far greater:
On a ₱100M estate, the tax is survivable. The real cost?
- A family business collapsing in succession disputes
- Children never speaking again
- Your name remembered as the source of conflict, not peace
Every month you delay:
- Your heirs remain unprepared
- Family relationships grow vulnerable to conflict
- Privacy and protection remain unsecured
Families who act now sleep easier at night knowing the future is safe.
Who is this for?
Matriarchs/Patriarchs who want unity, dignity, and faith to outlast them
Next-Gen Heirs who want clarity, control, and preparation
Faith-led high-net-worth families who value both wealth and faith
Who is this for?
Matriarchs/Patriarchs who want unity, dignity, and faith to outlast them
Next-Gen Heirs who want clarity, control, and preparation
Faith-led high-net-worth families who value both wealth and faith
objections handled
“My lawyer already handles this.”
— Lawyers draft documents; I deliver the full strategy and heir training to make them work.
“It’s complicated.”
— I manage the complexity; you simply make the key decisions.
“I’ll do it later.”
— Later is when the fighting starts.
objections handled
“My lawyer already handles this.”
— Lawyers draft documents; I deliver the full strategy and heir training to make them work.
“It’s complicated.”
— I manage the complexity; you simply make the key decisions.
“I’ll do it later.”
— Later is when the fighting starts.
customer testimonial
Step 1
Download your free Peace Not Probate Life Plan e-book now.
Step 2
Schedule your confidential
Legacy Audit session.
Step 1
Download your free Peace Not Probate Life Plan e-book now.
Step 2
Schedule your confidential
Legacy Audit session.
frequently asked questions
1. Isn't a will enough to protect my family?
A will actually guarantees probate — meaning your estate still goes through court, taxes, and delays. Our strategy goes beyond paperwork, ensuring assets transfer smoothly, privately, and tax-efficiently.
2. How is this different from what my lawyer or accountant provides?
Most lawyers and accountants focus on documents and compliance. We coordinate with them but add the missing piece: a holistic, faith-aligned strategy that covers tax efficiency, cross-border protection, and heir preparation.
3. What if my assets are mostly in the Philippines?
That's perfectly fine. Our structures work whether your wealth is local or international. If you do have overseas assets, we ensure those are integrated into one seamless, private plan.
4. Is this only for very wealthy families?
No — even a family with a home, a business, or savings account faces taxes, probate, and potential disputes. The earlier you plan, the more you protect, regardless of estate size.
5. How long does the Legacy Audit and implementation take?
The initial audit takes just 1–2 sessions. Full implementation depends on complexity, but most families complete their plan within 3–6 months — with one year of support to ensure everything runs smoothly.
frequently asked questions
1. Isn't a will enough to protect my family?
A will actually guarantees probate — meaning your estate still goes through court, taxes, and delays. Our strategy goes beyond paperwork, ensuring assets transfer smoothly, privately, and tax-efficiently.
2. How is this different from what my lawyer or accountant provides?
Most lawyers and accountants focus on documents and compliance. We coordinate with them but add the missing piece: a holistic, faith-aligned strategy that covers tax efficiency, cross-border protection, and heir preparation.
3. What if my assets are mostly in the Philippines?
That's perfectly fine. Our structures work whether your wealth is local or international. If you do have overseas assets, we ensure those are integrated into one seamless, private plan.
4. Is this only for very wealthy families?
No — even a family with a home, a business, or savings account faces taxes, probate, and potential disputes. The earlier you plan, the more you protect, regardless of estate size.
5. How long does the Legacy Audit and implementation take?
The initial audit takes just 1–2 sessions. Full implementation depends on complexity, but most families complete their plan within 3–6 months — with one year of support to ensure everything runs smoothly.
Wealth fades, but a well-prepared legacy lives forever.
Protect your family today, so tomorrow they remember your love not your unfinished plans.
Follow my socials
Wealth fades, but a well-prepared legacy lives forever.
Protect your family today, so tomorrow they remember your love not your unfinished plans.
Follow my socials
© copyrights 2025 | jericadavid.com | terms & conditions
© copyrights 2025 | jericadavid.com | terms & conditions