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Estate & Succession Planning across India

Wills, trusts, succession across jurisdictions

63 listed · 7 cities.

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AMA Legal Solutions

Estate & Succession Planning

AMA Legal Solutions is a legal firm located in Kochi, providing legal services in Kerala. Their practice areas include property and real estate, family and divorce, banking and DRT, plantation and estates, and maritime and admiralty law, among others. The firm has a presence in the Kerala High Court in Ernakulam and a network across all 14 districts of Kerala. For Non-Resident Indians (NRIs), AMA Legal Solutions offers specific services to manage legal matters from abroad. These include property management services like protecting vacant land from encroachment, handling mutation, and paying land tax. They also assist with drafting and adjudicating Powers of Attorney for property sales or court cases. In family disputes, the firm represents NRIs in partition suits and inheritance matters, aiming to minimize the need for their physical presence at every hearing. They also provide legal due diligence for NRIs investing in real estate projects in Kerala. The firm's litigation team handles matters at the Kerala High Court, including writ petitions for fundamental rights enforcement and challenges to government orders, as well as bail and anticipatory bail in criminal cases. In property and real estate, they perform title verification, assist with K-RERA complaints, and provide legal assistance for land conversion and data bank corrections under the Kerala Conservation of Paddy Land and Wetland Act. For family matters, they handle mutual and contested divorces, child custody, and probate matters for Christian and Hindu succession.

Luke & Luka — The Law Office

Estate & Succession Planning

4.2

Luke & Luka — The Law Office, located in Kakkanad, Kochi, Kerala, focuses its legal practice on property, succession, commercial disputes, arbitration, and legal structuring, with a particular emphasis on matters requiring engagement with Kerala's legal framework. The office provides services for Non-Resident Indians (NRIs) and Overseas Citizens of India (OCIs) who manage property, succession, documentation, and legal proceedings in Kerala from abroad. Remote consultations are available. The firm's services include NRI legal services, addressing property transactions, powers of attorney, succession, FEMA compliance, encroachment issues, and probate for clients managing assets in Kerala. Their work in property and title covers due diligence, title verification, drafting sale deeds, registration, mutation, RERA compliance, and boundary matters. For estate planning, they offer will drafting, living wills, private trusts, succession certificates, probate, family settlements, and estate administration. Luke & Luka also handles commercial disputes concerning breach of contract, money recovery, partnership and shareholder disputes, injunctions, and decree enforcement within Kerala's commercial courts. Additionally, they provide services for arbitration and enforcement, including interim relief, arbitrator appointment, award challenges, and enforcement of both domestic and foreign arbitral awards. Their contract and structuring work involves commercial agreements, joint venture and partnership deeds, shareholder agreements, startup documentation, and general counsel retainerships. The firm is structured to provide focused expertise rather than broad legal coverage.

RK Legal Advisors India LLP

Estate & Succession Planning

4.67

RK Legal Advisors India LLP, established in 1995, specializes in property law, offering legal services to Non-Resident Indians (NRIs) and Persons of Indian Origin (PIOs) across India. The firm assists with various property-related matters, including property disputes, title verification, inheritance issues, and property transactions. Their services encompass land and property dispute resolution, property transfer including Gift Deeds, Sale Deeds, and title registration, and assistance with Wills and Powers of Attorney, including drafting, attestation, and revocation. The firm provides guidance on Indian inheritance laws, covering Hindu and Muslim personal laws, Wills, and ancestral property claims. They also support clients in securing or reclaiming property possession and offer property partition services for ancestral and self-acquired property division. RK Legal Advisors India LLP assists NRIs remotely in obtaining Succession Certificates for bank accounts, stocks, and movable assets. Additionally, they provide property management services, which include title verification, joint property partition, and secure sale repatriation, as well as legal assistance for selling disputed properties, focusing on resolution and title clearance. With a team of lawyers specializing in Indian property law, the firm aims to provide legal advice and representation. They serve clients in cities such as Chandigarh, Delhi, Bangalore, and Pune, offering support for property interests nationwide.

Gray Matters

Estate & Succession Planning

4.5

Gray Matters provides legal services in Pune, specializing in estate and succession planning. The firm's will lawyers offer assistance with drafting legally binding wills and estate plans, aiming to ensure asset distribution according to client intentions and to minimize potential family disputes. Their services cover various aspects of estate management, including legalizing estate and asset transfers, structuring wills to reduce tax liabilities, and assisting with probate and will execution processes. The firm's expertise extends to navigating Indian Succession Laws and the Hindu Succession Act, as well as addressing probate procedures for individuals in India and abroad, and for business owners. They offer customized will preparation, assistance with will registration, and legal storage solutions. In the domain of succession planning and inheritance law, Gray Matters provides legal advice on property and asset distribution, and drafting wills that comply with Hindu or Muslim inheritance legal codes. They also support corporate succession and business will planning. Additional services include assisting with obtaining probate from court, providing will execution assistance, and offering legal representation in inheritance disputes. Gray Matters also handles the drafting of general and special powers of attorney, trust formation for asset protection, and establishing legal guardianship for minors and dependents. The firm emphasizes confidentiality and personalized legal solutions, with experience in handling complex inheritance cases and providing succession planning for global assets, including for NRIs and business owners.

Finstreet India Investment Services LLP

Estate & Succession Planning

4.2

Finstreet India is an investment advisory firm based in Pune that offers estate planning services. The firm views estate planning as a way to ensure the preservation, management, and distribution of an individual's wealth after their demise, aiming to transfer assets to beneficiaries in a tax-efficient manner. They emphasize the importance of estate planning for both single individuals and families to prevent assets from being wasted or becoming subjects of family disputes. The firm's approach to estate planning involves making a list of all assets, belongings, debts, and liabilities, followed by deciding on the detailed distribution of these belongings and identifying beneficiaries. Services include drafting legal declarations of wishes regarding property disposal and appointing an executor to carry out these wishes. Finstreet India highlights several advantages of estate planning, such as tax efficiency, asset protection through trusts and wills, legacy preservation, and the reduction of legal disputes, ultimately aiming to assure a secure future for families and provide peace of mind. Key components of their estate planning services include advice on trusts, wills, Power of Attorney (POA), and beneficiary designations for retirement accounts and insurance policies. They differentiate between a comprehensive estate plan, which covers asset management and distribution both during life and after demise, and a will, which is a component of a broader estate plan and becomes effective only after death. Finstreet India assists clients by assessing their estate, developing personalized estate plans, drafting legal documents, updating plans as needed, and working to minimize tax liabilities.

Sai Krishna Azad Advocate

Estate & Succession Planning

Sai Krishna Azad Advocate is a legal professional practicing at the High Court of Hyderabad and the Supreme Court of India, with over 18 years of experience. He handles cases and documentation concerning Non-Resident Indians (NRIs), particularly in succession planning and drafting wills for NRI clients. His practice addresses legal complications around inheritance and asset management for NRIs, ensuring that wills are drafted in compliance with Indian laws and individual intentions. Sai Krishna Azad Advocate assists NRIs in structuring their wills to be enforceable and resistant to disputes. He advises on jurisdictional clarity for assets spread across different countries, the appointment of trustworthy executors familiar with Indian legal processes, and the importance of probate requirements, especially in states where it is mandatory for immovable property. He also provides guidance on whether multiple wills are appropriate for Indian and foreign holdings to avoid conflicts. The firm helps clients navigate scenarios where Indian and foreign inheritance laws may differ, offering customized legal documentation. Sai Krishna Azad Advocate identifies and mitigates risks during the drafting process, such as ambiguous property titles, family disputes, and non-disclosure of all assets. He provides counsel on will formats, legal coordination across states and legal systems, assistance with will registration and obtaining probate orders, and representation in Indian courts for disputes.

Make Your Will

Estate & Succession Planning

Make Your Will, based in Hyderabad, focuses on creating and managing legal documents related to estate and succession planning. Their services are designed to ensure that an individual's assets are distributed according to their wishes after their demise, aiming to provide clarity and simplify the succession process. They highlight the advantages of having a Will, such as avoiding state laws dictating asset distribution, mitigating potential family disputes, and reducing delays and administrative costs associated with probating an estate without a Will. The firm emphasizes the importance of carefully drafting a Will, which involves listing properties, distributing them to beneficiaries, selecting an executor and witnesses, considering existing debts, and avoiding ambiguous language. They also suggest preparing separate Wills for assets located in India and abroad and recommend periodic review of Wills. Make Your Will provides information on various types of Wills, including Privileged, Unprivileged, Oral, and Living Wills. Make Your Will aims to assist clients in deciding how their estate will be distributed, who will care for minor children, and who will manage their estate's affairs, thereby seeking to avoid a lengthy probate process. The firm has a dedicated section on their website addressing "NRIs Wills’ issues," indicating an awareness of specific considerations for non-resident Indians in their estate planning needs.

Raj & Kanwar Legal Advisors India LLP

Estate & Succession Planning

5

Raj & Kanwar Legal Advisors India LLP, based in Bengaluru, offers legal guidance in land and property matters specifically for Non-Resident Indians (NRIs) and Persons of Indian Origin. The firm assists clients with various property-related issues across India, including major cities like Chandigarh, Delhi, and Pune. Established in 1995, Raj & Kanwar provides legal representation in areas such as property disputes, ownership conflicts, and property transfers. Their services address land and property disputes, including inheritance and partition of ancestral and self-acquired property. The firm also handles property transfers, offering assistance with Gift Deeds, Sale Deeds, and title registration. For estate planning, they provide legal help with drafting, attestation, and revocation of Wills and Powers of Attorney, as well as guidance on Indian inheritance laws, including Hindu and Muslim personal laws. Raj & Kanwar also supports NRIs in securing or reclaiming property possession, obtaining Succession Certificates for bank accounts, stocks, and movable assets, and offers legal property management services such as title verification and secure sale repatriation. They also provide assistance for NRIs selling disputed properties, focusing on resolution, title clearance, and secure sale execution. The firm emphasizes providing discreet and practical legal advice to manage clients’ property rights and investments. Each practice area is led by senior partners supported by a team of lawyers.

Tamil Nadu NRI Legal Services

Estate & Succession Planning

Tamil Nadu NRI Legal Services offers legal assistance specifically for Indians residing abroad, with a focus on matters within Tamil Nadu. The firm addresses challenges faced by Non-Resident Indians (NRIs) in managing legal affairs in India, including difficulties with frequent travel, ensuring proper oversight of cases, and protecting assets. The firm provides consultations, legal representation in both court and out-of-court matters, and offers regular client updates. Their services encompass a range of legal areas. In property management and disputes, they assist with property purchase and sale, verification and due diligence, obtaining property documents, landlord-tenant dispute resolution, general property disputes, and issues related to land and property development. For litigation and dispute resolution, they provide representation in civil and criminal cases, arbitration and mediation services, consumer protection, and commercial dispute resolution. In family and succession matters, the firm handles succession certificates and legal heirship, divorce and child custody, NRI marriage registration, adoption procedures, and partition and settlement of family property. They also offer services related to financial, taxation, and compliance matters, including handling financial disputes with institutions, guidance on Indian tax laws, GST compliance, and representation in tax disputes. Additionally, Tamil Nadu NRI Legal Services provides estate planning and will drafting, covering the drafting and execution of wills, estate planning and management, and trust formation and administration. Business and corporate services offered include company formation and registration, compliance with Indian corporate laws, contract drafting and review, and intellectual property rights protection. The founder, Abirami Radhakrishnan, is an advocate who previously lived in the USA.

India Law Offices

Estate & Succession Planning

India Law Offices provides legal support to the Indian community residing globally, including individuals in Europe, the USA, Canada, Africa, and the Middle East, advising on legal matters in India. The firm has offices across India and a global network, offering services before clients arrive in India. Their lawyers offer assistance across various legal issues, such as property disputes, ancestral property partition, divorce, child custody, property transfer, and visa and Indian citizenship applications. They aim to simplify the process for expatriates settling in India by providing systematic legal guidance, strategizing, and resolving complex legal disputes through proper court approaches and necessary legal documentation. The firm's services include assistance with marriage solemnization under different laws, registration of marriages, and obtaining non-impediment certificates for marriage with foreign nationals. They handle divorce proceedings, including mutual and unilateral divorces, drafting and representation before courts, and appeals. They also address child custody and paternity issues, execution of foreign divorce decrees in India, and inter-country adoption as per CARA guidelines and personal laws. India Law Offices assists with resolving matrimonial disputes, alimony issues, domestic violence, and dowry harassment cases. Their estate and succession planning services involve drafting and registering Wills and codicils, gift deeds, relinquishment deeds, family settlement agreements, and partition deeds. They also help with offshore trusts and setting up family trusts. The firm represents NRIs before jurisdictional courts for obtaining probate of wills, letters of administration, succession certificates, and legal heir certificates. They also assist foreign nationals in obtaining ancillary probate on wills already proven by foreign courts and provide advisory on ancestral real estate and inheritance matters.

DYRAA Wealth

Estate & Succession Planning

DYRAA Wealth, based in Bengaluru, provides independent wealth advisory services to high-net-worth (HNI) and ultra-high-net-worth (UHNI) families. The firm emphasizes conflict-free, goals-based financial planning without commissions or product pushes. They are a SEBI-registered investment advisor and offer a dedicated relationship manager to clients. Their services cover various aspects of wealth management, including investment portfolio advisory, which involves goal-aligned portfolio construction across equities, debt, REITs, AIFs, and international assets, with quarterly reviews. The firm also provides real estate wealth strategy, offering independent advice on property acquisition, rental yield optimization, portfolio rebalancing, and commercial real estate structuring. For estate and succession planning, they assist with wills, trusts, nomination structuring, and family governance frameworks to protect and transfer wealth across generations. Additionally, DYRAA Wealth offers specific advisory for business owners, covering the separation of business and personal wealth, ESOP planning, liquidity event preparation, and founder exit strategies. Their comprehensive financial plan consolidates all assets, liabilities, insurance, tax, and goals into a single roadmap, reviewed annually with an advisor. They serve a diverse clientele including real estate investors, business owners and founders, HNI and UHNI families, senior executives, and those focused on legacy and estate planning. They highlight their expertise in both Indian and Gulf Cooperation Council markets. DYRAA Wealth’s advisory process begins with a discovery call, followed by a wealth diagnostic, an advisory blueprint, and ongoing partnership with quarterly portfolio reviews and annual plan updates.

MAHESHWARI & CO.

Estate & Succession Planning

4.6

Maheshwari & Co. is a legal firm based in Delhi, offering a range of services across various practice areas. The firm provides expert legal advisory and strategies for clients, emphasizing a client-centric approach. Their services extend to corporate and commercial matters, including company formation, mergers and acquisitions, contract negotiation and drafting, and corporate restructuring. The firm also provides counsel in litigation, covering case evaluation, pleadings and motions filing, court representation, appeals management, and settlements. Other practice areas include sports & entertainment - IT & business advisory, energy & infrastructure, intellectual property, and information technology. Their work in intellectual property includes guidance on patent and trademark registration, copyright protection, IP litigation, licensing agreements, and trade secret management. In information technology, they consult on data protection and privacy, software and hardware contracts, and e-commerce regulations. Maheshwari & Co. has handled a number of case representations, joint ventures, and cross-border transactions. They have been recognized for their work in mergers and acquisitions by IFLR1000 Asia Pacific in 2022 and for banking and mergers & acquisitions by IFLR 1000 in 2024. The team includes Managing Partner Vipul Maheshwari, Head of Corporate Practice Jyotsna Chaturvedi, and Partners Dhananjay Anant Athavale, Praveen Maratha, and J B Singh.

Highly rated

AAFM® India

Estate & Succession Planning

AAFM India, also known as the American Academy of Financial Management India Private Limited, operates as the Indian Chapter of the American Academy of Financial Management® (AAFM®), which has been renamed Global Academy of Finance & Management (GAFM®). GAFM® is a global board of standards and a financial professional organization offering various certified designations, charters, and master's certifications to individuals who meet their established criteria. AAFM India is focused on promoting Financial Advisory & Wealth Management within India. The organization offers several certification programs, including the Chartered Trust & Estate Planner® (CTEP®), Chartered Wealth Manager® (CWM®), Accredited Financial Analyst® (AFA®), Chartered Economist® (Ch.E.®), and Chartered Portfolio Manager® (CPM®). They also provide certifications such as Chartered Digital Advertiser® (CDA®), Chartered Real Estate Professional (CREP), Certified Financial Goal Planner (CFGP-LITE), and Advanced Financial Goal Planner (AFGP). The CWM® program, for instance, covers areas such as banking, equity analysis, mutual funds, taxation, insurance, relationship management, and both on-shore and off-shore wealth management. AAFM India hosts various events, including wealth conventions, and offers online classes for their CWM Premium program. The global organization, GAFM®, is headquartered in Colorado Springs, USA, and reports over 300,000 certificants across more than 151 countries. It is TUV Accredited and ISO 9001 & 29990 certified.

N/A

Estate & Succession Planning

4.33

This professional specializes in estate and succession planning, with a particular focus on Non-Resident Indians (NRIs) and their property in India. The practice addresses various aspects of estate planning, including intestate succession, wills, and trusts, while considering specific issues pertinent to NRIs. Services provided include guidance on creating a separate will for Indian property, understanding the distribution of property in the absence of a will, and navigating requirements for probate or succession certificates. The professional assists clients with property disposal options such as wills or gift deeds, clarifies tax implications related to property, and advises on the use of Power of Attorney for property management in India. They also provide counsel on establishing family trusts for NRIs and offer insights into living wills. The practice aims to simplify the complexities of managing Indian property for NRIs and their aging parents, addressing concerns about inter-generational wealth transfer and avoiding potential disputes. The service elucidates the modes of estate planning, including the execution of wills and the establishment of trusts. It details the requirements for a valid will, such as the testator being a major, of sound mind, and acting with free consent, along with the importance of defining properties, heirs, and an executor. For trusts, the professional explains the process of creating both private and public trusts, emphasizing the need for a clear declaration of intent, defined objects, and identified beneficiaries. Additionally, the role of professional executor and trustee companies is discussed as an alternative to appointing friends or relatives, particularly beneficial for NRI children who may require assistance managing Indian assets.

GAUTAM KUMAR CHOUDHARY & ASSOCIATES

Estate & Succession Planning

GAUTAM KUMAR CHOUDHARY & ASSOCIATES, based in Mumbai, provides services focused on wealth preservation for individuals and businesses. They aim to help clients preserve and grow their wealth through various strategies, including estate planning and risk management. Their services encompass several key areas designed to secure financial futures and support long-term goals. The firm's offerings include asset protection and risk management, which involves identifying and mitigating financial risks, structuring assets to minimize liability exposure, and implementing insurance and legal strategies for wealth security. They also specialize in estate and succession planning, assisting with drafting wills and trusts for wealth transfer, structuring family offices for long-term management, and providing tax-efficient estate planning to potentially reduce inheritance tax burdens. Furthermore, GAUTAM KUMAR CHOUDHARY & ASSOCIATES offers tax optimization and wealth structuring, implementing tax-saving strategies, optimizing investments for post-tax returns, and advising on cross-border wealth management and international taxation. Their services extend to investment preservation and growth, focusing on diversifying investment portfolios, aligning strategies with financial goals, and planning for retirement. The firm also assists with philanthropy and legacy planning, including setting up charitable trusts and foundations and structuring donations.

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