Estate Planning Services
Why Estate Planning Matters
Planning your estate ensures that your assets are distributed as per your wishes while minimizing taxes and legal complications. Without a well-structured plan, your loved ones may face unnecessary delays and financial burdens. Whether you need a will, power of attorney, trust services, or gift deeds, we help you safeguard your future.
Estate planning is not just for the wealthy—anyone who has assets, dependents, or specific wishes regarding their legacy should consider it. By preparing a legally sound estate plan, you prevent unnecessary conflicts among heirs and ensure your hard-earned wealth is utilized as per your intentions. A well-crafted plan also helps in reducing inheritance taxes, protecting your estate from creditors, and making the transition smoother for your family.
Our Key Services
1. Will Drafting – How Do I Make a Will?
A legally valid will ensures that your wealth and assets are distributed according to your desires. Our experts help you create a legally sound will that protects your family and avoids disputes.
Customized will drafting
Legal compliance and documentation
Expert guidance on asset division
Will registration & Safe-keeping (only Mumbai currently)
Creating a will is one of the most important steps in estate planning. It gives you control over how your property, investments, and possessions are distributed. Without a will, your estate may be divided based on standard legal protocols, which may not align with your personal wishes. Our professionals simplify the process, helping you make informed decisions that best serve your family’s future.
3. Trust Services – Protect Your Assets
Setting up a trust ensures asset protection, smooth wealth transfer, and tax efficiency. Our trust services include:
Revocable and irrevocable trusts
Family and charitable trusts
2. Power of Attorney Services
Appoint a trusted individual to manage your affairs if you become incapacitated. We offer guidance on different types of power of attorney:
General Power of Attorney
Durable Power of Attorney
Medical Power of Attorney
A power of attorney ensures that someone you trust can make crucial financial and healthcare decisions on your behalf. This document is essential for individuals who travel frequently, elderly individuals, or anyone who wants to ensure their affairs are handled smoothly in case of an emergency. Choosing the right type of power of attorney depends on your specific needs, and we help you make the best decision.
4. Gift Deeds – Transfer Property with Ease
A gift deed legally transfers property to your loved ones during your lifetime, reducing tax liabilities. We assist in:
Drafting legally valid gift deeds
Stamp duty and taxation advisory
Registration and execution
Gifting property to family members or loved ones can be a strategic way to manage your estate and reduce tax burdens. Our experts ensure that your gift deeds are executed properly, avoiding future legal complications. We also provide advice on tax exemptions and stamp duty requirements, ensuring a seamless process.
FAQs – Estate Planning Made Simple
1. How do I make a will legally valid?
A will must be in writing, signed by the testator (you), and attested by at least two witnesses. We ensure your will meets all legal requirements.
2. What is the difference between a will and a trust?
A will comes into effect after your passing, while a trust manages assets during and after your lifetime, offering better control and tax benefits.
3. Can I update my will after creating it?
Yes, you can update your will at any time by drafting a codicil or making a new will altogether.
4. Why should I consider a power of attorney?
A power of attorney allows someone to manage your financial or medical affairs if you become incapacitated, ensuring your wishes are followed.
A will must be in writing, signed by the testator (you), and attested by at least two witnesses. We ensure your will meets all legal requirements.
A will comes into effect after your passing, while a trust manages assets during and after your lifetime, offering better control and tax benefits.
Yes, you can update your will at any time by drafting a codicil or making a new will altogether.
A power of attorney allows someone to manage your financial or medical affairs if you become incapacitated, ensuring your wishes are followed.
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