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Estate Planning & Inheritance

We advise individuals and families on safeguarding their personal and generational wealth through customized estate planning strategies. From preparing wills to administering estates and resolving inheritance disputes, we ensure that succession is both legally smooth and conflict-free.

Our Services

Will & Succession Planning

We assist clients in planning and documenting their wishes through the preparation of Wills, Codicils, and Testamentary Letters that are tailored to their family structure and estate profile. Our services also include succession planning for joint family assets, HUF property, and self-acquired property, while ensuring compliance with personal laws governing Hindu, Muslim, Christian, and Parsi succession. We also draft living wills, create nominee declarations, and advise on establishing family trusts when needed. Our team coordinates with financial and tax advisors to reduce estate tax exposure and ensure liquidity for seamless asset transfer. The emphasis remains on clarity, enforceability, and the long-term preservation of wealth across generations.

Probate & Estate Administration

We represent executors, administrators, and beneficiaries in matters relating to probate and estate administration. Our services include filing for Probate and Letters of Administration before District and High Courts, applying for Succession Certificates for movable properties such as bank accounts and securities, and managing the legal transfer and mutation of immovable assets. We also coordinate with financial institutions, insurers, and government registrars to facilitate proper asset distribution. Our approach ensures that the process of estate administration is conducted lawfully, efficiently, and with minimal disruption to the beneficiaries.

Inheritance & Family Settlements

We assist families in achieving legal closure and preserving harmony in inheritance matters by drafting Family Settlement Agreements that provide for amicable asset division. Where needed, we also prepare Partition Deeds, Gift Deeds, and Release or Relinquishment Deeds, ensuring that legal formalities are completed with due diligence. In more complex scenarios involving blended families, unequal contributions, or vulnerable dependents, we advise on equitable asset distribution and suitable legal structures. We also offer mediation services and pre-litigation advisory to help resolve disputes at an early stage. Our objective is to protect familial relationships while delivering legally sound and enforceable outcomes.

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