How it works
Five steps, and it is off your mind.
Estate planning feels heavy because nobody tells you how it ends. Here is the whole engagement, start to finish, with what happens at each stage and what you need to bring.
Discovery conversation
A structured, confidential conversation about your family, your assets and what you actually want to happen. No documents, no forms — just the full picture. Usually 60 to 90 minutes.
Asset register & audit
We build a complete register of every account, folio, property, policy and locker, and audit the nominations and holding patterns attached to each one. Most families see their estate whole for the first time here.
Structure recommendation
A written recommendation: Will, trust, or a combination — with the costs, the tax position, and the trade-offs stated plainly, including the case for doing less than we could sell you.
Drafting & execution
Drafting, one full revision round, then execution — witnesses arranged, registration handled, trustees briefed, originals stored where your executor can reach them.
Ongoing review
A plan written in 2026 for a family of 2026 will be wrong by 2031. We review annually and after every life event — a marriage, a birth, a death, a purchase, a move abroad.
What to bring to the first conversation
Nothing, honestly. But if you want to move faster, a rough list helps:
- Properties you own, and roughly how the title is held
- Banks, demat accounts and mutual fund folios you can remember
- Insurance policies, EPF/PPF/NPS, and any locker
- Whether there is an existing Will, and where it is
- Anyone in the family who would need particular protection
On fees
The discovery conversation is free. After it, we quote a fixed fee in writing for the specific work we recommend, and we do not begin until you have accepted it. Court fees, stamp duty, registration charges and any advocate's or CA's fee are separate, at actuals, and estimated for you upfront.
Your family should inherit your wealth, not your paperwork.
Start with a confidential conversation. No documents needed, no obligation — just a clear view of where your estate stands today.