Grow With India’s Trusted Estate Planning Firm
If you’re a wealth advisor, chartered accountant, legal consultant, financial planner, insurance agent, or real estate advisor, you can now enhance your value proposition by partnering with PlanMyEstate.
Years of Expertise
Legacies Protected
POAs Registered
Gift Deeds Executed
Wills Drafted
Trusts Created
As our channel partner, you gain access to:
Offer your clients professionally backed legal and financial planning services.
Use co-branded documents and presentations under your own brand.
Access tools and content to strengthen your estate advisory expertise.
Enjoy personalized assistance with a relationship manager and legal back-end.
Unlock referral benefits and revenue-sharing opportunities with every engagement.
Whether you serve HNIs, families, or working professionals, our services seamlessly complement your existing offerings—creating more value for your clients and growth for your practice.
Expand Your Service Portfolio
Build Deeper Client Trust
All-in-One Estate Services
Leverage Our Expertise
Enhance your client offerings with integrated estate planning services.
Support families with succession planning, wills, and trust solutions.
Deliver holistic tax-efficient estate strategies for your clients.
Strengthen your advisory with legacy and protection planning tools.
Add value with property succession, gift deeds, and POA services.
Submit your interest and our team will get in touch with you within 24 hours.
connect@planmyestate.in
+91 9320006507