Will Drafting & Registration

A Will that says exactly what you mean, drafted to Indian formalities, witnessed correctly, and registered so it is hard to challenge.

What is included

• Complete asset register before a single line is drafted
• Executor and substitute executor named and briefed
• Residuary clause so nothing is accidentally left out
• Registration at the sub-registrar and safe custody guidance
• Codicils and periodic reviews as life changes

Private Family Trusts

Trust structures under the Indian Trusts Act, 1882 that work during your lifetime — for control, for incapacity, for a dependant who needs protection, and to keep assets out of probate.

What is included

• Revocable or irrevocable structure modelled before you commit
• Trust deed drafted around your actual family, not a template
• Trustee selection, succession and powers spelled out
• Tax and stamp-duty position mapped state by state
• Special-needs and minor-beneficiary provisions

Succession & Nomination Audit

A line-by-line review of every nomination, joint holding and beneficiary designation you have — and every mismatch between them and your stated wishes.

What is included

• Every bank, demat, folio, policy, PF and locker mapped
• Nominee vs legal heir gaps identified in writing
• Joint-holding mode (either-or-survivor, jointly) checked
• Society share certificates and property records verified
• A prioritised fix list you can work through

Probate & Estate Administration

Support for families after a death — probate, letters of administration, succession certificates, asset transmission and the paperwork nobody warned them about.

What is included

• Probate petitions and letters of administration
• Succession certificates for movable assets
• Transmission of shares, mutual funds and deposits
• Property mutation and revenue record updates
• Coordination with the family CA on estate tax positions

NRI & Cross-Border Planning

Situs Wills, Indian immovable property, NRO/NRE structuring and executors who can actually act in each country your assets sit in.

What is included

• Separate situs Wills that do not revoke each other
• Indian title, mutation and encumbrance verification
• NRE / NRO / FCNR mapping and repatriation planning
• Executor per jurisdiction, with substitutes named
• Apostille and documentation checklist for heirs abroad

Business Succession

Passing on a family business without passing on a dispute — ownership structures, family constitutions, buy-sell terms and a leadership plan that exists before it is needed.

What is included

• Ownership vs management separated deliberately
• Family constitution and governance forum
• Shareholder agreements, buy-sell and valuation mechanics
• Promoter holding consolidated in a trust where useful
• Key-person and business continuity cover reviewed

Wealth & Investment Advisory

Portfolio structuring built around the transfer, not just the return — clean holding patterns, consolidated folios and liquidity for the estate when it is needed.

What is included

• Consolidation of scattered folios, demats and accounts
• Holding patterns that transmit cleanly
• Liquidity planning for estate costs and duties
• Goal-linked allocation for each generation
• Annual review alongside the estate plan