Trust Services in India – The Smart Way To Secure Your Legacy with Legal Trusts

Expert Trust Advisory Registration Services for Asset Protection, Succession & Tax Planning

PlanMyEstate offers comprehensive legal assistance for individuals and families seeking to establish trusts in India. Whether you want to protect assets, plan for smooth inheritance, or support charitable causes, our trust advisory and registration service is designed to deliver a legally precise trust structure, precision, tax efficiency, and complete peace of mind.

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    700+

    Legacies Protected

    1000+

    Wills Drafted

    100+

    POAs Registered

    100+

    Trusts Created

    50+

    Gift Deeds Executed

    25+

    Years of Expertise

    What is a Trust and When Should Create One

    A trust is a legal arrangement where a trustee holds and manages assets on behalf of beneficiaries, based on terms defined by the settlor (you). It’s a powerful tool for managing succession, reducing taxes, avoiding time consuming probates and ensuring your assets are used exactly as intended.

    Key Benefits of Creating a Trust:

    Protects family wealth and prevents fragmentation

    Bypasses the lengthy
    probate process

    Minimizes tax liabilities and legal disputes

    Enables conditional or staggered distribution of assets

    Provides for differently abled and minors

    With PlanMyEstate, you can conveniently entrust your trust creation, registration backed by expert legal guidance at every step.

    Types of Trusts We Help You Set Up

    Family Trusts

    Ideal for succession planning and intergenerational wealth transfer. We help structure family trusts that:

    Distribute wealth fairly
    among family members

    Protect vulnerable
    beneficiaries

    Ensure business continuity
    through trusteeship

    Revocable and Irrevocable Trusts

    Depending on your goals, we help you choose between:

    Revocable trusts

    It can be modified or cancelled during your lifetime

    Irrevocable trusts

    It is permanent and offer superior legal and tax protection

    Charitable Trusts

    For clients with philanthropic interests, PlanMyEstate helps wit –

    Set up registered charitable trusts to support causes

    Draft governing documents in compliance with charity laws

    Assist with 12A and 80G registration (for tax-exempt donations)

    Why Choose PlanMyEstate for Trust Advisory and Registration for both Online and Offline

    We combine legal expertise, personalized service, and digital registration option to help you register and manage your trust seamlessly.

    Benefits of our service:

    We take the hassle out of paperwork and ensure your trust is structured to stand the test of time.

    Who Should Opt for Our Estate Planning Services?

    Step-by-Step Guide to Trust Creation and Registration for both Online and Offline

    Consultation and Planning

    We begin with a detailed discussion to understand your estate goals and recommend the best trust structure.

    Drafting the Trust Deed

    Our legal experts prepare a customized trust deed defining settlor, trustees, beneficiaries, and asset management rules.

    Execution and Witnessing

    We help execute the deed with proper stamping and witnessing as per applicable laws.

    Registration of Trust

    We help with witnessing and will registration as required by law.

    Ongoing Support

    We offer periodic reviews, updates, and legal opinions on your trust as your needs evolve.

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    Protect Your Family and Future – Work with India’s Leading Trust Lawyers

    A well-drafted trust is one of the most powerful tools for safeguarding your wealth, preserving family values, and ensuring legacy continuity. Whether you’re planning for succession, wealth protection, or charity, our trust advisory and registration service gives you the legal confidence to plan ahead.

    Schedule Your Trust Planning Consultation Now

    Book Free Consultation








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      Frequently Asked Questions – Estate Planning in India

      Typically, you need the trust deed, identity/address proof of settlor, trustees and witnesses, photographs. We assist with all documentation.

      Yes, a public charitable trust must be registered. Private family trusts dealing with immovable property must also be registered under the Indian Registration Act 1908.

      A revocable trust can be changed or dissolved by the settlor. An irrevocable trust cannot be modified once created and offers better legal protection.

      We draft trust deeds, appoint trustees, and handle complete trust registration online as part of our trust registration service.

      A will activates after death and may go through probate. A trust is effective during your lifetime and offers privacy, tax benefits, and quicker execution.

      Yes. A power of attorney online is legally valid throughout India. We ensure your lasting power of attorney is properly registered.

      Yes. NRIs can use our remote will writing services to draft legally valid wills for Indian assets.

      A registered gift deed is used to legally transfer property to relatives, helping with tax efficiency and smoother asset distribution.

      If given to close relatives, gift deeds are tax-free. We assist in gift deed registration and provide tax exemption guidance.

      Will drafting: 3-5 days. Trust registration services: 1-2 weeks depending on complexity.

      Yes. You can revoke or update your writing a will or lasting power of attorney anytime.

      Yes. Nominees don’t override legal heirs. Will writing services ensure proper legal distribution.

      Frequently Asked Questions – Estate Planning in India

      Estate planning is a legal process of managing and distributing assets using tools like wills, trusts, powers of attorney, and gift deeds. Our estate planning attorneys ensure compliance and family security.

      Yes. Writing a will ensures your wishes are followed and avoids legal disputes.

      Drafted will, ID proof, property documents, and two witnesses. We manage the complete will writing services process for you.

      We draft trust deeds, appoint trustees, and handle complete trust registration online as part of our trust registration service.

       A will activates after death and may go through probate. A trust is effective during your lifetime and offers privacy, tax benefits, and quicker execution.

       Yes. A power of attorney online is legally valid throughout India. We ensure your lasting power of attorney is properly registered.

      Yes. NRIs can use our remote will writing services to draft legally valid wills for Indian assets.

      A registered gift deed is used to legally transfer property to relatives, helping with tax efficiency and smoother asset distribution.

      If given to close relatives, gift deeds are tax-free. We assist in gift deed registration and provide tax exemption guidance.

       Will drafting: 3-5 days. Trust registration services: 1-2 weeks depending on complexity.

      Yes. You can revoke or update your writing a will or lasting power of attorney anytime.

      Yes. Nominees don’t override legal heirs. Will writing services ensure proper legal distribution.