Most people have never calculated the size of their estate. This simple tool gives you a first estimate of your legacy — and how much could be lost to inefficient transfer structures.
India currently does not have a formal inheritance tax, but estate transfers involve:
This illustration is hypothetical and educational only. India currently does not impose a dedicated inheritance/estate tax. All figures are approximate estimates.
A legally valid Will is the cornerstone of any estate plan. We coordinate with qualified legal counsel to draft and register Wills that reflect your exact wishes.
Private trusts offer superior control, tax efficiency, and protection for complex family situations with multiple beneficiaries or special needs.
A nomination does not override a Will — but outdated nominations cause enormous complications. We ensure all financial instruments carry current, valid nominations.
Proactive structuring to minimise stamp duty, capital gains friction, and administrative burden in asset transfers across generations.
Beyond death — what if you are incapacitated? Power of Attorney and advance healthcare directives ensure your wishes are respected if you can't speak for yourself.
The modern estate includes cryptocurrency, digital assets, and cross-border property. We address the unique challenges of NRI and global estate planning.
A comprehensive inventory of all assets — financial, physical, digital, and business — across all family members.
Understanding your legacy intent: equal vs. equitable distribution, charitable goals, business vs. family heir decisions.
Choosing the optimal legal and financial structures: Will, trust, HUF, joint ownership, or a combination.
Working with qualified legal counsel to draft, execute, and register all documents correctly.
Integrating the estate plan with your investment portfolio, insurance, and tax plan. Reviewed every 3 years or on major life events.
A 30-minute confidential consultation is all it takes to begin protecting your family's future.
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