Estate planning for modern India
Your wealth
deserves a
succession plan.
Most Indian families lose months, money, and relationships to inheritance disputes. A Will takes 15 minutes. The alternative takes years.
<5%
of Indian families have any succession plan in place.
₹1.5L Cr
unclaimed in Indian accounts
1 in 3
civil disputes are inheritance-related
< 5%
of Indians have a Will
₹1.5L Cr
lying unclaimed
1 in 3
civil disputes are inheritance-related
How it works
Three steps.
No lawyer needed.
Map every asset
Bank, property, MF, shares, insurance, EPF, crypto, NRI accounts — add everything in one place.
Create your Will
Guided questionnaire. We generate a legally valid Will PDF ready for signing.
Stay protected
Update anytime. Executor access. Document vault. Your plan grows with your life.
The nominee myth
Your nominee won't automatically inherit your assets.
Most Indians assume the person named as nominee on their bank account or insurance will receive the assets. They won't. A nominee is a custodian — not the owner.
Audit Your Nominees“A nominee under a life insurance policy is merely a trustee for legal heirs, not the ultimate beneficiary.” — Allahabad High Court, 2025
Nominee vs Legal Heir
Asset coverage
Every asset class. One platform.
Bank Accounts & FDs
Mutual Funds
Shares & Demat
Life Insurance
Property & Real Estate
EPF / Provident Fund
Cryptocurrency
NRI / Overseas Assets
That's all it takes to protect
what took a lifetime to build.
Beyond the basics
For families others overlook.
Special needs dependants
Guardian appointment, testamentary trust, and caregiving continuity.
NRI & global assets
Multi-jurisdiction Will strategy with FEMA compliance.
Blended families
Multiple marriages, step-children, estranged heirs — clarity for complex families.
Succession toolkit
Six tools to transfer wealth on your terms.
Will
Directs exactly who gets what after you.
Gift Deed
Transfer assets during your lifetime — tax-free to relatives.
Testamentary Trust
Activates after demise to protect minors or dependants.
Private Family Trust
Living trust for asset protection and seamless succession.
Nomination Alignment
Audit nominees across all accounts to match your Will.
Joint Ownership
Structure joint holdings for smooth survivor transfer.
Now vs later
When you transfer matters as much as what.
During lifetime
Smooth succession, minimal disputes
Assets go to intended heirs directly
Gift to relatives: income-tax exempt
You stay in control
After demise
Family must obtain succession certificate
Succession laws may override your wishes
High legal and admin costs for heirs
Transfer delayed — months to years
Your family deserves
clarity, not courts.
Join the waitlist. No jargon, no lawyer required.
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