Estate Planning Services

We work hard, make sacrifices during our working life, to save and create wealth to achieve our dreams. It is equally important to ProtectPreserve and make proper Provisions for the benefit of ourselves and our loved ones. Not knowing when the misfortune of debilitating disease, disability or death strikes could make it difficult to access the wealth for the purpose it is intended to. An effective “Estate Plan” enables the distribution of wealth to the intended beneficiaries for the desired purpose and at the right time. Timely succession and estate planning is  key to hassle-free future for the oneslef and family.

 

Will

A ‘Will’ is a written document that allows individuals to direct the way their inheritance would be maintained and divided after their demise. It is a legal document by which a person expresses his/her wishes as to how his/her property is to be distributed at death.

Private Trust:

Trust is one of the options to be considered in Succession Planning. A Family Trust can be created for the benefit of Spouse, Minor Children, Dependent Parents, Disabled Dependents, or for the benefit of other relatives.

Power of Attorney:

A power of attorney is a legally binding document that allows you to appoint someone to manage your property, medical, or financial affairs

Legal Heir Certificate:

Legal heir certificate is an important document which is issued by the Revenue Authorities of the State Government to the surviving member of the deceased person. It is used to establish the relationship between the deceased and his/her legal heir/s. A legal heir certificate identifies the rightful successor to lay a claim over the deceased person’s property.

Succession Certificate:

Succession certificate is a document issued by a competent court certifying a rightful person to represent the deceased person for the purpose of realizing debts and securities of the deceased person.

Probate:

'Probate' means the copy of a Will certified under the seal of a court of competent jurisdiction with a grant of administration of the estate of the testator. A probate can be granted only to the executor appointed under the Will.

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