Your legacy deserves a plan
Wealth is more than money: it is security, values, and peace of mind. Estate planning ensures that what you’ve built is passed on smoothly, securely, and in line with your wishes.
What is the service?
Estate planning is about preparing today for the future. We help individuals and
families structure their wills, trusts, and succession plans so that assets are
distributed efficiently and disputes are minimised.
We work alongside qualified lawyers, chartered accountants, and tax experts to
deliver comprehensive, legally compliant solutions — tailored to your personal and
family circumstances.
How do we add value?
- Expert Collaboration: We connect you with trusted legal and tax professionals for robust documentation.
- Generational Continuity: Structures that ensure smooth transfer of wealth to heirs.
- NRI Focus: Specialised support for inheritance issues across jurisdictions.
- Holistic Approach: Estate planning integrated with your overall financial strategy.
Lifecycle
Our USP
Confidential, personalised service with complete discretion.
Cross-border inheritance expertise for global families.
Integration with tax, investment, and retirement planning.
Practical solutions — from simple wills to complex family trusts.
FAQs
Do you draft wills or legal documents directly?
No. We facilitate the process through qualified and licensed lawyers to ensure full legal compliance.
Should young people consider estate planning?
Yes. Estate planning is not just for the elderly or the ultra-wealthy. Anyone with assets — property, investments, or even insurance policies — should plan ahead.
What tools are commonly used in estate planning?
- Wills
- Family trusts
- Nomination and beneficiary structures
- Power of Attorney
- Succession planning for businesses
How does estate planning benefit NRIs?
NRIs often face cross-border challenges in asset transfer and taxation. Structured planning helps reduce complexity and ensures heirs can access assets with minimal legal hurdles.
What happens if I don’t make a will?
Without a valid will, assets are distributed according to succession laws (such as the Hindu Succession Act or Indian Succession Act). This can delay transfers, create disputes, and may not reflect your true wishes.
Is estate planning only about distributing wealth after death?
Not at all. It also includes planning for incapacity, ensuring that medical, financial, and personal decisions can be made by trusted representatives if you are unable to act.
How often should I update my estate plan?
You should review your plan after major life events (marriage, divorce, birth of a child, significant asset purchase) or at least every 3–5 years.
Is estate planning expensive?
Costs depend on complexity. A simple will is inexpensive; multi-generational trusts or cross-border structures require professional fees. We ensure you get transparent estimates before proceeding.
Comparison: With Will vs Without Will
| Aspect | With a Will | Without a Will |
|---|---|---|
| Asset Transfer | Distributed as per your wishes. | Distributed under succession laws, which may not match your intentions. |
| Time Taken | Faster transfer, fewer delays. | Legal procedures may take years. |
| Family Disputes | Minimised due to clarity. | Higher chances of disputes and litigation. |
| Tax Efficiency | Can be planned and optimised. | No planning, leading to possible inefficiencies. |
| Peace of Mind | Certainty for your family. | Uncertainty and potential stress for heirs. |
Disclosure & disclaimer
- We do not provide legal services directly. Drafting of wills, trusts, or other legal documents is carried out by qualified and licensed professionals.
- Estate planning solutions are based on prevailing laws and regulations. These may change, requiring periodic updates to your plan.
- Tax treatment depends on individual circumstances. Please consult a qualified tax advisor.
- Our role is facilitation and coordination: final legal responsibility rests with the engaged professionals and the client.