Service
Legacy Planning
Wealth transitions with clarity and grace.
Overview
Will drafting coordination, nominations, trust structures, family constitutions and next-generation onboarding — so what you built continues on your terms.
What you get
- Will & nomination alignment
- Trust & succession structures
- Family constitution facilitation
- Next-gen financial onboarding
Frequently asked
Do you draft the will yourself?+
We coordinate with empanelled legal partners. Our role is to ensure the plan reflects your intent and integrates with your financial life.
Knowledge Centre
Read the thinking behind legacy planning
- Tax & LegacyNomination is not inheritanceWhy a nominee is a custodian, and what your legal heirs are actually entitled to.
- Tax & LegacyWriting a will that holds up in IndiaStructure, witnesses, registration and the common drafting errors that invite challenge.
- Tax & LegacySuccession for business-owning familiesSeparating the household balance sheet from the firm before the handover, not during it.
Explore legacy planning for your situation.
A 30-minute conversation is the best way to know if this is the right fit for you.
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