Personal Finance

Estate Planning & Will Writing

Drafting of wills, family settlements, and creating private trusts to secure asset transition to heirs.

Target Users

Ideal for: HNIs and family business heads protecting legacy assets.

What Is Included / Key Features

  • Drafting legally binding Wills and family settlements deeds
  • Advisory on asset inheritance tax rules
  • Structuring private family trusts

Required Documents Checklist

  • Detailed list of moveable and immoveable assets
  • Promoters shareholdings details
  • Beneficiaries identification logs