Standard Terms and Conditions

Scope and Applicability

These Terms and Conditions apply to all professional services provided by PlanMyEstate Advisors LLP (“the Firm”) to clients, including but not limited to:

During Life Services:

  • Will Writing (including mutual wills, lawyer-drafted wills, mirror wills, and registered wills)
  • Trust Services (drafting, creation, and registration of trusts)
  • Power of Attorney (registered authorization)
  • Gift Deeds (legally registered property transfer documents)

Post-Life Services:

  • Release Deeds
  • Probate Services
  • Succession Certificates
  • Legal Heir Certificates
  • Letters of Administration

1. Professional Assurance and Scope of Services

PlanMyEstate Advisors LLP, specialists in estate planning and related legal services, undertake to provide professional services with due care, skill, and diligence, and in accordance with recognised principles and best practices applicable to the specific service engaged.

For the services requested, particular attention is given to ensuring that the documents and advice provided:

  • accurately reflect your written instructions and requirements;
  • are internally consistent and clearly expressed;
  • are structured in accordance with applicable legal requirements and established standards; and
  • comply with applicable regulations and best practices.

Limitations of Scope

While every reasonable effort will be made to ensure accuracy and compliance, the effectiveness, validity, and practical operation of legal documents and services may be influenced by factors beyond the Firm’s control. These include, without limitation:

  • compliance with execution formalities and procedural requirements;
  • the client’s capacity and authority at relevant times;
  • subsequent changes in applicable laws or factual circumstances;
  • the actions or decisions of third parties, including government authorities and officials;
  • the possibility of objections, disputes, or legal challenges by interested parties; and
  • circumstances and developments beyond the Firm’s reasonable control.

Accordingly, no representation or assurance is made as to the ultimate outcome, interpretation, or enforceability of any documents or services provided, and PlanMyEstate Advisors LLP shall not be responsible for any consequences, claims, or disputes arising from:

  • matters outside the scope of the services provided or beyond its reasonable control;
  • any interpretation, challenge, or action by third parties or authorities;
  • non-compliance with procedural or formal requirements;
  • changes in law after the date of service delivery; or
  • the client’s failure to follow the Firm’s instructions or recommendations.

2. Reliance on Written Instructions

The provision of services by the Firm is undertaken based on the information and instructions provided by the client in writing.

The Firm shall be entitled to rely exclusively on such written instructions and supporting documentation. The Firm does not assume responsibility for:

  • any omissions or errors in oral instructions or representations that have not been expressly confirmed by the client in writing;
  • any information or details provided verbally without written confirmation;
  • any assumptions or inferences made from incomplete or unclear instructions; or
  • the accuracy or completeness of information provided by the client.

It is the client’s responsibility to ensure that all instructions are clear, complete, and accurate. Should any clarifications be required, the client should contact the Firm in writing before work proceeds.

3. Client Review and Confirmation

While the Firm takes all due care in preparing deliverables, the client is requested to carefully review the final document(s) or draft work product in its entirety to ensure:

  • all personal details and party particulars are accurate and complete;
  • all relevant assets, property, or material facts are correctly described;
  • the identification of beneficiaries, heirs, or other parties is precise;
  • all dispositions, provisions, and terms fully and accurately reflect your intentions.

In the event of any discrepancy, omission, or clarification required, the client must notify the Firm in writing within fifteen (15) days from the date of receipt of the final draft or work product.

Absence of Communication

In the absence of any written communication from the client within the above fifteen (15) day period, it shall be reasonably presumed that:

  • the contents of the document(s) are accurate and complete;
  • all material particulars and provisions are in accordance with the client’s instructions; and
  • the client has no further modifications or clarifications to request.

Modifications After Review Period

Any request for modification after the above fifteen (15) day period shall be subject to the Firm’s review and discretion. Such requests may, if accepted, be treated as fresh instructions and may be undertaken on such terms, timelines, and fees as may be applicable at that time. The Firm reserves the right to decline any such request where appropriate.

4. Confidentiality and Use of Client Information

All information and documents furnished by the client shall be used by PlanMyEstate Advisors LLP (“the Firm”) solely for providing the specific services agreed upon and for related advisory services as outlined in the engagement proposal or service agreement.

The Firm shall not share or use any client information for any other purpose, save as:

  • required by law or court order;
  • required by regulatory or professional body directives;
  • with the client’s prior written consent; or
  • to the extent necessary to provide the services requested.

All client information is handled in accordance with the Digital Personal Data Protection Act, 2023, and all applicable data protection and privacy laws. The Firm maintains appropriate security measures to protect client confidentiality and personal data.

5. Third-Party Actions and Government/Regulatory Authorities

Registration, filing, or any dealings with government authorities, sub-registrars’ offices, courts, registrars, or other regulatory bodies and their officials or agents are undertaken at the client’s sole discretion.

The Firm shall bear no responsibility or liability for:

  • the acts or omissions of any government authority, official, or intermediary;
  • delays in processing by any authority;
  • rejection or modification of documents by any authority;
  • the decisions or interpretations of any court or regulatory body; or
  • any other matter arising from interactions with third parties or authorities.

The client is advised to carefully review all instructions and guidelines provided by the Firm for execution, registration, filing, or submission of documents before proceeding with any formalities.

6. Fees, Expenses, and Payment

The professional fees for services shall be as specified in the separate engagement letter or service proposal provided by the Firm. Additional charges may apply for:

  • services beyond the scope of the initial engagement;
  • revisions or modifications requested after the initial delivery;
  • out-of-pocket expenses incurred on the client’s behalf;
  • registration, filing, or stamp duty expenses;
  • courier or postal charges; and
  • any other reasonable expenses incurred in providing the services.

All fees are payable as per the terms specified in the engagement letter. Payment terms and methods of payment shall be communicated separately.

7. Termination and Conclusion of Services

Either party may terminate the engagement upon written notice to the other party. Upon termination, the Firm shall be entitled to:

  • charge for all work completed up to the date of termination;
  • recover all out-of-pocket expenses incurred;
  • retain possession of original documents and files pending settlement of fees; and
  • be relieved of all further obligations in relation to the matter.

Services concludes upon delivery of the final work product. After conclusion, the Firm shall retain client documents and correspondence in accordance with professional standards and applicable regulations.

8. Governing Law and Jurisdiction

These Terms and Conditions shall be governed by and construed in accordance with the laws of India. The client irrevocably submits to the exclusive jurisdiction of the courts of Mumbai for any disputes arising from or in connection with these services.

9. Amendment of Terms and Acceptance

The Firm reserves the right to amend these Terms and Conditions from time to time. Any amendments shall be communicated to the client in writing and shall apply to engagements commencing after the date of amendment.

By engaging the Firm to provide services, the client hereby acknowledges and agrees to be bound by these Terms and Conditions.

 

Last Updated: August 2026

PlanMyEstate Advisors LLP