Estate Planning

Estate planning is the process of arranging and planning your succession and financial affairs. Estate planning services ensures the management of your estate during and beyond your lifetime and plan your legacy. Basically, it is the act of preparing for the transfer of a person’s wealth and assets after his or her death. Assets, Life Insurance, Pensions, Real Estate, Cars, Personal Belongings, and Debts are all part of one’s estate.

Your “estate” is an inclusive of all property owned by you at the time of your uncertain death. Your bank accounts, life insurance policies, real estate, personal property and even your other securities, all are treated as your valued estate.

No one likes to think about their own mortality; however Estate Planning is one of your most important financial obligations. We believe that the wealth that you work a lifetime to create should be protected. For this reason, we offer Estate Planning strategies to provide our clients with the comfort and peace of mind given an unfortunate event.

Who does not want that their loved one would remain financial feasible even after your death? To make this possible even in your absence, the implementation of estate planning is definite to make. All the existing legal questions related to your financial status are actively solved by a well-qualified estate planner. An experienced estate planning attorney of our well established organization can recognize you with all the options which are available to meet the basic estate goals of yours and your loved ones in mind.

We have a specialized and dedicated in-house team as well as associate consultants to help our clients tailor a structure to articulate and implement their vision for succession and continuity of the family wealth during their lifetime. Our in-depth experience in continuity of family wealth helps us to visualize the specific needs of each clients’ family.

The various tools and methodology used for the purpose of estate planning includes WILL, HUF, Trust Formation, creation of shareholding structure, Family settlements, Power of Attorneys, Gift deed, Reconstitution of Partnerships and LLP and like.

Our services under Estate and Succession Planning services includes the following:
  1. WILL Drafting
  2. Family Settlement
  3. Trust Formation
  4. Gift Deed
  5. HUF Formation
  6. HUF Dissolution
  7. Structuring the Succession plan
  8. Advising on Succession related issues
Sharad Agarwal





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Godrej Genesis | Room No 907 | 9th Floor | Street Number 18 | Block EP & GP | Sector V | Bidhannagar | Kolkata-700 091

+91-33-4850-0604 | +91-33-4850-0608