Simplifying Estate Planning for Every Indian Family

Your legacy deserves more than uncertainty. At Plan My Estate, we help you secure your family’s future through expert-guided estate planning, from will creation to trust management, all in one safe, seamless platform.

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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.
Plan My Estate 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 & Estate Planning Advisor

With over two decades of experience across wealth management, investment advisory, portfolio management, and estate planning, Shailendra leads with deep insight and compassion.

Before co-founding Plan My Estate, he headed the West and South Zones at Universal Trustees Pvt. Ltd. (UTPL), where he worked extensively with high-net-worth families, professionals, and business owners to design holistic estate and succession strategies.

Today, Shailendra’s approach blends practical expertise with a personal touch — ensuring that every plan protects not just assets, but family harmony.

Ravi Dole

Co-Founder & Strategic Advisor

Ravi brings over 25 years of experience in management consulting, investment banking, and financial strategy. His career spans reputed firms like A. F. Ferguson & Co., PwC, IndAsia Fund Advisors, and C.C. Chokshi Advisors, along with a tenure in Commerzbank AG’s Corporate Finance division.

Known for his analytical acumen and client-first mindset, Ravi brings strategic foresight to every estate plan, ensuring each solution is well-structured, tax-efficient, and aligned with long-term family goals.

Meet Our Team of Expert Estate Planning Lawyers

Advocate Nandita Gopalan

Of-Counsel | Senior Counsel

Advocate Nandita Gopalan is a seasoned legal professional with a strong foundation in both finance and law. With over a decade in corporate banking and investment before transitioning to full-time legal practice, she specializes in estate planning, wills, trusts, and testamentary litigation. Her dual expertise allows her to blend commercial insight with legal precision, offering clients practical and holistic estate planning solutions.

Advocate Sushanth Murthy

Senior Counsel – Family Business Advisor & Litigation Specialist

Advocate Sushanth Murthy brings over 18 years of experience in corporate-commercial litigation, arbitration, and family business advisory. A permanent member of the Indian Council of Arbitration (ICA), he advises on succession-related disputes and testamentary litigation. His deep courtroom experience and business understanding enable him to provide clients with strategic and result-driven counsel.

Malay Damania

Senior Advisor – Tax & Succession Planning

Malay Damania is a Chartered Accountant with over 35 years of experience in tax planning, FEMA advisory, and family business succession. As a Senior Advisor at Plan My Estate, he helps entrepreneurs and families manage taxation, regulatory compliance, and intergenerational wealth transfer with foresight and efficiency.

Ashok Mehta, FCA, LLB

Senior Counsel – Estate & Trust Planning

Ashok Mehta is a Chartered Accountant and legal professional with nearly three decades of expertise in estate planning, trusts, and taxation. As Senior Counsel with Plan My Estate, he specializes in structuring private and charitable trusts, optimizing wealth transfer, and preserving family legacies through compliant and tax-efficient strategies.

Shantanu Gupta

Legal Counsel – Estate & Succession Planning

Shantanu Gupta is a lawyer specializing in estate and succession planning, family settlements, and the establishment of private family trusts. With around five years of focused experience, he has advised CXOs of Fortune 500 companies, HNIs, NRIs, and leading Indian business families on designing effective estate and succession strategies. Shantanu brings a balanced approach of legal precision and empathy, ensuring every estate plan is compliant, well-structured, and aligned with the client’s long-term family vision.

Meet Our Team of Expert Estate Planning Lawyers

Shantanu Gupta

Legal Counsel – Estate & Succession Planning

Shantanu Gupta is a lawyer specializing in estate and succession planning, family settlements, and the establishment of private family trusts. With around five years of focused experience, he has advised CXOs of Fortune 500 companies, HNIs, NRIs, and leading Indian business families on designing effective estate and succession strategies. Shantanu brings a balanced approach of legal precision and empathy, ensuring every estate plan is compliant, well-structured, and aligned with the client’s long-term family vision.

Advocate Nandita Gopalan

Of-Counsel | Senior Counsel

Advocate Nandita Gopalan is a seasoned legal professional with a strong foundation in both finance and law. With over a decade in corporate banking and investment before transitioning to full-time legal practice, she specializes in estate planning, wills, trusts, and testamentary litigation. Her dual expertise allows her to blend commercial insight with legal precision, offering clients practical and holistic estate planning solutions.

Advocate Sushanth Murthy

Senior Counsel – Family Business Advisor & Litigation Specialist

Advocate Sushanth Murthy brings over 18 years of experience in corporate-commercial litigation, arbitration, and family business advisory. A permanent member of the Indian Council of Arbitration (ICA), he advises on succession-related disputes and testamentary litigation. His deep courtroom experience and business understanding enable him to provide clients with strategic and result-driven counsel.

Malay Damania

Senior Advisor – Tax & Succession Planning

Malay Damania is a Chartered Accountant with over 35 years of experience in tax planning, FEMA advisory, and family business succession. As a Senior Advisor at Plan My Estate, he helps entrepreneurs and families manage taxation, regulatory compliance, and intergenerational wealth transfer with foresight and efficiency.

Ashok Mehta, FCA, LLB

Senior Counsel – Estate & Trust Planning

Ashok Mehta is a Chartered Accountant and legal professional with nearly three decades of expertise in estate planning, trusts, and taxation. As Senior Counsel with Plan My Estate, he specializes in structuring private and charitable trusts, optimizing wealth transfer, and preserving family legacies through compliant and tax-efficient strategies.

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 Plan My Estate 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.