WillEffect Advantage
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
WillEffect Advantage is a Mumbai-based firm specializing in estate and succession planning services. The company offers bespoke estate planning advice and aims to help individuals protect and preserve their wealth. WillEffect Advantage is brought by the CC Chokshi Group, which has been in operation since 1948. The firm's services include professional Will writing and custodianship, executorship and trusteeship, and the establishment of Trusts for wealth distribution. They also provide bereavement advisory services to guide individuals through the administrative and financial arrangements following a loss. Additionally, WillEffect Advantage offers comprehensive estate planning and succession advisory, covering various assets from properties to businesses. Other estate planning tools provided by WillEffect Advantage include assistance with Powers of Attorney, gift deeds, and family charters. The firm highlights its approach of customized solutions and provides access to a team of experienced lawyers, chartered accountants, and estate and trust practitioners to address various estate planning needs.
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