Services

Estate & Succession Planning, Wills & Private Family Trusts

Passing a business and an estate to the next generation deliberately, rather than leaving it to the default rules and the disputes that follow.

Most family disputes over an estate follow from decisions never made rather than decisions made badly. We draft and register wills, plan succession across a business and an estate together, and set up private family trusts where control needs to outlast an individual. HUF formation, partition and taxation, family settlement deeds and family business governance are handled as one problem, because they rarely make sense in isolation. Where an estate crosses borders or involves NRI beneficiaries, the inheritance and tax position is worked through before assets are committed.

Families come to us when a business is passing to a second or third generation, when an estate includes property across states or countries, or when a founder wants provisions settled while they are still able to explain them to everyone concerned. We also act after a death, where a will is unclear, absent or contested and probate and legal heir formalities have to be worked through. Much of the value lies in raising early the questions families tend to avoid.

What Estate & Succession Planning, Wills & Private Family Trusts covers

  • Will drafting and registration
  • Succession and estate planning
  • Private family trust formation
  • HUF formation, partition and taxation
  • Family settlement and arrangement deeds
  • Family business governance and constitution
  • Probate and legal heir certificate support
  • Nomination and beneficiary review
  • Cross-border inheritance and NRI estates
  • Gifting, trusts and lifetime transfer planning

Where we deliver this

Related services