PlanMyEstate
NRI fit
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Handles cross-border tax cases
DTAA, FBAR/FATCA, US/UK return interplay
Not yet evidenced by a reviewer.
Available across time zones
Picks up calls/emails outside IST business hours
Not yet evidenced by a reviewer.
Comfortable with remote onboarding
Video KYC, e-sign, document collection without an India visit
Not yet evidenced by a reviewer.
FEMA / RBI / repatriation
NRO-NRE, repatriation paperwork, 15CA/15CB
Not yet evidenced by a reviewer.
About this firm
PlanMyEstate, located in Mumbai, provides comprehensive estate planning services. The firm offers legal solutions designed to preserve and protect wealth, facilitating its transfer according to individual wishes. Their services encompass both "During Life" and "Post Life" estate management, addressing various aspects of asset protection and succession. "During Life" services include will writing, trust deed creation and registration, power of attorney drafting, and registered gift deed execution. For "Post Life" needs, PlanMyEstate assists with release deeds, probate estate administration, succession certificates, legal heir certificates, and letters of administration. PlanMyEstate explicitly states that their services are suitable for NRIs managing Indian assets. The firm's clientele includes ultra-high-net-worth individuals, senior citizens, retirees, business owners, entrepreneurs, guardians, single parents, and divorced individuals. Testimonials on their website note assistance with property transfers and Powers of Attorney for NRIs, as well as support with probate formalilities and release deeds.
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