Estate Planning the legacy you leave should not need a court order.
Estate planning for families, NRIs, and business owners — wills, private family trusts, succession structures, nomination clean-up, and cross-border estate planning to avoid intestate disputes.
Estate planning is not just for the very wealthy. Any individual with property, financial investments, business interests, or insurance policies has an estate — and without a plan, that estate gets distributed under personal succession laws, often through long-drawn court processes.
A robust estate plan combines several instruments — a clearly drafted will, nominations aligned with the will, optionally a private family trust to hold key assets, and a roadmap that anticipates cross-border issues for NRI family members. The goal is to make transmission smooth and disputes unlikely.
We work with families to build estate plans suited to their specific structure — a single will for simple cases, a trust-led structure for business families, and tiered planning for high-net-worth individuals with assets across countries. Plans are reviewed every few years as families, assets, and laws evolve.
Our Estate Planning Services
Will Drafting
Drafting of comprehensive wills covering movable and immovable assets.
Private Family Trust
Structuring and registration of private discretionary or specific trusts.
Succession Roadmap
Long-term succession roadmap for business owners and HNI families.
Nomination Alignment
Alignment of bank, demat, and insurance nominations with the will.
Cross-Border Estate
Estate planning where assets and heirs span multiple countries.
Asset Protection
Structures to protect family wealth from claims and disputes.
HUF Restructuring
Partition, reconstitution, and modernisation of HUFs.
Periodic Review
Periodic review of plans as laws, family, and assets evolve.
Our Approach
Family Discovery
Detailed discussion to understand family, assets, and wishes.
Strategy Design
Will-only or trust-led structure designed for the family.
Drafting
Wills, trust deeds, and supporting documents drafted.
Execution
Registration, attestation, and notification of nominees and trustees.
Review Cycle
Periodic review and updates aligned with life and legal changes.
Why It Matters
Frequently Asked Questions
The process of arranging the transfer of an individual's assets to chosen heirs in a tax and dispute-efficient manner.
Not mandatory, but without a will the estate is distributed under intestate succession laws.
Trusts offer continuity and control, while a will is simpler — the choice depends on family complexity.
There is no estate duty in India currently, but estate planning helps avoid disputes and clubbing issues.
Yes, especially where Indian assets exist alongside overseas assets requiring coordinated wills.
Time to Plan Your Estate?
Build a dispute-proof estate plan — will, trust, succession roadmap, and cross-border alignment, all under one Chartered Accountant firm.
Start My Estate Plan or call +91 9819 000 511