Estate & Succession Planning

Estate and Succession Planning is an integral part of Financial Planning and the foremost judicious step in securing your family’s future and fulfilling your desires during your life and after your demise from the world. Estate here means the property and the property rights that a person owns. Estate Planning is the process of making proper arrangements for the protection, preservation and provision of a person’s total assets for the benefit of his/her family.

An Estate plan includes:
  • Estate management,
  • Estate preservation and
  • Estate legacy
Who needs Estate Planning?
  • Business Houses, Entrepreneurs & Professionals
  • Nuclear family or Joint family
  • Family with no legal heir or with a special child
  • Family with beneficiaries across the globe with different residential status
  • NRI family with assets in India
  • Family looking at generation skipping
  • Multiple marriages
  • Inheritance tax planning
  • Muslim families
  • Person looking to protect his/her assets against unforeseen events
  • Person who would like to distribute his assets as per his or her wish and not as per the governed law

We facilitate the estate and succession planning services through our tie ups also. Following are the services we arrange for our investors:

Will
  • Drafting of Will
  • Registration of Will
  • Safe custody of Will
Trust
  • Drafting of Trust Deed
  • Registration of Trust
  • Management of Trust as Trustee/Managing Trustee
Document Preservation/Custodial Services
  • Safe custody of Will/Trust Deed
  • Safe custody of property documents mentioned in a Will or held under a Trust
Executor ship Services
  • Identifying assets of the Testator
  • Obtaining Letter of Administration/Probate from the Court
  • Recovering dues
  • Paying debt, duties and expenses
  • Distributing the assets to the beneficiaries
  • Co-ordinating the preparation of tax returns
  • Filing final statement with the Court
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