Estate and Wealth Transfer Planning

Planning is important for preservation and succession of the clients estate. A lot of headache and heartache can be avoided if you have the right advisor by you.

Our estate planning service involves:

✅ Will Drafting, Registration & Execution : Comprehensive legal assistance in drafting clearly articulated, legally enforceable wills tailored to your personal and asset-specific requirements. We ensure registration, safekeeping, and seamless execution of your testamentary intent.

✅ Strategic Succession Planning & Execution Support : We design integrated succession strategies to facilitate a smooth and tax-efficient transition of wealth and business interests. Our services extend to execution support, post-demise legal formalities, and representation across jurisdictions.

✅ Drafting & Implementation of Family Arrangements : Preparation of family settlement agreements and restructuring documents to mitigate intra-family disputes and formalise the distribution of assets. This includes structuring family protocols for jointly held assets or businesses.

✅ Establishment of Private Family Trusts : Advisory and implementation support for the creation of discretionary and specific private family trusts. Designed to protect intergenerational wealth, especially for minor beneficiaries, special needs dependents, or complex family structures.

✅ Power of Attorney – General & Specific Instruments : Drafting and attestation support for legally sound Power of Attorney documents, including general and specific POAs for property transactions, financial authority, healthcare directives, or legal representation.

✅ Formation of Hindu Undivided Family (HUF) : Expert guidance in constituting HUFs for families seeking to consolidate ancestral wealth and benefit from tax-efficient income structuring. Includes deed drafting, PAN registration, and procedural compliance.

✅ Estate Settlement & Asset Distribution Services : End-to-end support for settlement of estates, including identification of movable and immovable assets, coordination with financial institutions, acquisition of succession/legal heir certificates, and implementation of distribution plans in accordance with applicable laws.