Estate planning guidance
Make sure your family can find, access and inherit what you have built.
Estate planning is not only for the wealthy. Missing nominations and scattered documents cause real hardship. This guidance helps you get organised and understand when specialist legal advice is needed.
Who it is for
- Families with property, investments or businesses.
- Parents of young children.
- NRIs with assets in India.
What is covered
- Financial preparedness for wealth transfer.
- An inventory of assets, accounts and policies.
- Nominations across bank accounts, investments and insurance.
- Document awareness: wills and related paperwork.
- When to involve a lawyer or estate planning specialist.
Scope of this service
Included
- Awareness and organisation.
- Checklists and preparation for specialist conversations.
Not included
- Legal advice.
- Drafting wills, trusts or legal documents.
Estate planning awareness for Indian families
Estate planning awareness helps families avoid the hardship caused by missing nominations, scattered documents and unclear succession. It covers asset inventories, nominations across bank accounts, mutual funds and insurance, and the role of a will.
As a member of NextGen Estate Planning, Rama Rajesh helps you prepare and organise, and explains when to involve a lawyer for wills, trusts and legal documents.
Enquire about estate planning guidance
Share a few details and you will be contacted to arrange a time.