India's most underserved financial service. Digital wills, succession planning, nominee audits, and trust structuring — because wealth transfer shouldn't be left to chance. Especially critical for NRIs with assets across jurisdictions.
Legally valid will drafting covering all asset classes — property, investments, bank accounts, digital assets, and business interests. Registered and witnessed per Indian Succession Act requirements.
Comprehensive check across all your financial accounts — bank, demat, MF, insurance, PPF, NPS. Most Indians have outdated or missing nominees. We fix that.
For families with complex asset structures — multiple properties, business interests, or cross-border holdings. Legal heir identification, partition planning, and dispute prevention.
Private trust formation for asset protection, tax planning, and controlled distribution to beneficiaries. Especially relevant for HNI families and business succession.
Cross-border estate planning for NRIs — Indian assets governed by Indian succession law, overseas assets by local law. We coordinate both to prevent gaps.
Succession certificates in India take 6-18 months and cost INR 10-20 lakh. We streamline the process with legal partnerships and documentation support.
Yes, it is strongly recommended. Indian assets are governed by Indian succession law (Indian Succession Act for non-Hindus, Hindu Succession Act for Hindus). A will made in another country may not be easily enforceable in India. Having a separate Indian will specifically covering Indian property, bank accounts, and investments prevents delays and legal disputes.
Without a will (intestate succession), assets are distributed per applicable personal law — Hindu Succession Act, Indian Succession Act, or Sharia law depending on religion. This often means equal division among Class I heirs, which may not align with the deceased's wishes. For NRIs, intestate succession is especially complicated as it requires succession certificates from Indian courts, which take 6-18 months.
Review your will every 2-3 years or after any major life event — marriage, birth of children, property purchase/sale, change in NRI status, or significant change in assets. Nominees and will beneficiaries are separate legal instruments — updating one doesn't update the other.
Book a free 30-minute consultation with our advisors.
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