25+
Years of Expertise
700+
Legacies Protected
100+
POAs Registered
50+
Gift Deeds Executed
1000+
Wills Drafted
100+
Trusts Created
Our Story
Every family’s story is unique and so should be its estate plan.
PlanMyEstate was founded by Shailendra Dubey and Ravi Dole, two professionals who recognized the emotional and legal challenges families face when planning their legacy. They saw a need for a more authentic, compassionate, and strategic approach, one that blends professional expertise with a human touch.
What began as a specialized advisory practice has now evolved into a trusted estate planning platform helping individuals and families across India simplify wills, trusts, and succession matters — with empathy and clarity.
Experienced legal and financial professionals
Transparent and client-first process
Personalized, one-on-one estate planning consultations
Confidential and secure document management
Shailendra Dubey
Co-Founder, PlanMyEstate Advisors LLP
Shailendra Dubey is the Co-Founder of PlanMyEstate Advisors LLP, a specialised advisory practice dedicated to Estate Planning, Succession Strategy, and Family Governance. With a distinguished career spanning more than two decades, he is widely regarded as one of India’s foremost experts in guiding families and business houses through complex inheritance, governance, and legacy-management decisions. In recognition of his professional achievements and contributions to the estate planning landscape in India, Shailendra was honoured as one of the “Times Leading Icons 2021” by the Times Group, acknowledging his excellence in Estate and Succession Planning.
Shailendra has extensively advised prominent Indian business families, high-net-worth individuals, and multi-generational enterprises on matters involving family business succession, governance frameworks, will structuring, trust formation, asset transition, and long-term legacy preservation. His advisory approach is grounded in a deep understanding of both financial structures and inter-generational family dynamics, enabling clients to achieve clarity, continuity, and compliance in their estate decisions.
He holds a Bachelor’s degree in Business Management (BBA) from Devi Ahilya University, Indore, and is a certified Chartered Trust and Estate Planner (CTEP) from the American Academy of Financial Management, reflecting his advanced expertise in global estate and trust standards.
Prior to establishing Plan My Estate, Shailendra served in leadership and advisory capacities at several respected financial institutions, including ICICI Bank, Aditya Birla Mutual Fund, Tata Asset Management, Reliance Capital Asset Management, and Universal Trustees, where he played a pivotal role in wealth management, fiduciary services, and estate administration.
An active contributor to industry knowledge, Shailendra regularly authors thought-leadership articles for Moneycontrol, conducts specialised seminars, workshops, and training sessions, and produces educational content to enhance public understanding of estate and succession planning in India.
Ravi Dole
Co-Founder, PlanMyEstate Advisors LLP
Mr. Ravi Dole is a Chartered Accountant with over 35 years of experience advising business families, entrepreneurs, and individual clients in India and overseas. For more than two decades, he has devoted his practice exclusively to estate planning and succession advisory, guiding families through the legal, financial, and interpersonal complexities of managing and transitioning wealth across generations. Ravi’s career spans senior roles in corporate finance and strategic consulting, including leadership positions at Commerzbank, PwC India (Coopers & Lybrand) and specialized boutique advisory firms. This background equips him with a distinctive combination of technical financial acumen and strategic insight, which he brings to bear in every estate and succession engagement.
In his work with families, Ravi is frequently engaged to:
• Identify underlying inter-generational tensions and succession risks
• Diagnose vulnerabilities in asset structures and ownership patterns
• Anticipate potential disputes, governance gaps, and enforcement challenges
Whether advising on a large, multi-generational business group or a modest but meaningful family estate, Ravi
focuses on preserving both economic value and family cohesion. He helps clients articulate their intent clearly,
structure their affairs prudently, and implement solutions that are practically workable, legally robust, and
emotionally sensitive.
As Co-Founder of PlanMEstate, Ravi combines technical precision, regulatory awareness, and a deeply human
approach. His objective is to provide families with clarity in decision-making, confidence in legal
enforceability, and continuity in legacy, ensuring that their estate planning stands the test of time—both in
law and within the family.
Meet Our Team of Expert Estate Planning Lawyers
Our Mission
To design estate planning solutions that not only protect assets but also promote peace, harmony, and family unity. We strive to make estate planning a thoughtful, well-guided process — where every decision reflects your intentions and every document upholds your legacy.
Our Philosophy
At the heart of PlanMyEstate lie the values that guide every interaction and every plan we create:
Authenticity
Real advice, never generic templates.
Integrity
Complete transparency in every process and recommendation.
Empathy
We listen before we plan. Because meaningful planning takes understanding, not urgency.
Strategic Thinking
Balancing emotional needs with legal and financial foresight.
Secure Your Legacy Today
Your estate plan is one of the most meaningful gifts you can leave behind. Let’s make sure it’s done right — with care, clarity, and compassion.