WillEffect
NRI fit
From 4 reviewsA green check means at least one verified reviewer has tagged it. We never check these by default.
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.
What reviewers consistently say
Aggregated from 4 verified reviews. Counts, not opinions.
Strengths
No clear pattern yet.
Watch-outs
No reviewer has flagged a recurring concern.
“They knew my Probate guidance situation cold. No need to explain the basics three times like with the previous firm.”
— Chiranjib Mazumdar🇨🇦
“They got the work done. Clear explanations, but I had to follow up more than I'd like. Would consider others next time.”
— Devika Nambiar🌐
About this firm
WillEffect provides estate and succession planning services from its Delhi office, along with locations in Mumbai and an upcoming Bangalore office. The firm specializes in offering individualized solutions designed to address the specific needs of families and their financial situations. Their approach involves a comprehensive suite of services encompassing various aspects of estate planning. The firm's offerings include the creation of Wills, establishment of trusts, and professional executorship. They also assist with Powers of Attorney and other related estate planning requirements. WillEffect highlights a focus on confidentiality, drawing on a legacy established by its parent company, which has been providing financial solutions since 1948. WillEffect's team comprises professionals with expertise in relevant domains, including lawyers, chartered accountants, and estate and trust practitioners. These experts work together to deliver integrated estate planning solutions that cover a broad spectrum of client needs.
Questions answered publicly
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Compare with the top 3 Estate & Succession Planning in Delhi
See full leaderboard →All reviews (4)
Chiranjib Mazumdar
Returned to India, 2025
They knew my Probate guidance situation cold. No need to explain the basics three times like with the previous firm.
Probate guidanceCross-border planning0 netSarojini Padmanabhan
Doctor settled in Munich
Used them for the second year running. Trust structuring and the turnaround is consistent.
Trust structuring0 netBalwinder Dhillon
Happy with them. Cross-border planning, though the initial onboarding had a couple of back-and-forths that could've been smoother.
Cross-border planningProbate guidance0 netDevika Nambiar
Returning to India soon
They got the work done. Clear explanations, but I had to follow up more than I'd like. Would consider others next time.
Clear explanationsWill drafting0 net
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