About us
We exist because families lose more to paperwork than to markets.
PassOnLegacy LLP is an estate planning and wealth transfer advisory firm. We help Indian families, business owners and NRIs decide what happens to what they own — and then make sure the documents, the nominations and the records all say the same thing .
Why we started
The conversation nobody has until it is too late
Every adviser in India has watched the same scene. A capable, careful person builds something over thirty or forty years — a business, a portfolio, a house that took a decade to pay off. Then they die, and within eighteen months the family is in a registrar's office arguing about a nomination form filled in during the 1990s.
Almost none of it was avoidable by earning more. All of it was avoidable by writing things down properly, in the right instrument, and telling the family where the documents are.
That is the whole of our practice: the unglamorous, decisive work of making sure wealth arrives where it was meant to go.
What we believe
Clarity beats cleverness
A plain plan the family understands beats a sophisticated one they do not.
The register before the document
You cannot dispose of what you have not listed.
Say the trade-offs out loud
Every structure has a cost. We name it before you sign.
Plans need maintenance
A plan reviewed every year is worth more than a perfect one written once.
How we work
Four commitments we make to every client
The register comes first
We do not draft until every asset is on one page. It is the unglamorous part, and it is where the real risk hides.
We will tell you to do less
If a registered Will solves your problem, we will say so — even when a trust would earn us considerably more.
Built to survive a challenge
Witnesses, capacity, registration, custody, executor briefing. The parts that decide whether a document holds up.
The family, not just the file
Most disputes are about surprise, not money. Where families are willing, we help them have the conversation early.
Scope of practice
What we are, and what we are not
PassOnLegacy LLP is an advisory firm. We draft, structure, audit and coordinate. We work alongside empanelled advocates for court process and litigation, and with chartered accountants for tax opinions and filings. Where a matter needs independent legal representation or a formal tax opinion, we will say so plainly and bring in the right person rather than stretching our own remit.
Nothing on this website is advice on your specific facts. It is written to help you ask better questions — of us, or of whoever else you choose to work with.
Start where every good plan starts: a conversation.
Tell us about your family and what you own. We will tell you honestly what needs doing, and what does not.