Succession Planning

We facilitate the succession planning services through our tie ups. 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