Estate Planning is a detailed exercise conducted by Willjini’s team of CA, CS, Lawyers covering the following aspects that are to be considered for Estate Planning:
- a. Status of each family member – major/minor, nationality, tax status
- b. Ownership status of all the immovable properties of the family
- c. Ownership and Management of each of the business of the family
- d. History of decision on ownership structure basis
- e. Tax files of each family member
- f. Business Succession thoughts and status
- g. Future goals of Head as well as family members
- h. Possible documents – Will, Trust, Gift deeds, Family Settlement, change in business ownership, change in business management
Features:
- • Ideal for business owners with multiple immovable properties and wealth size of Rs. 25 Crore and above
- • Exercise takes about 2 month time for discussion, study of documents, advise plans and final documentation
- • Willjini provides end-to-end service for all Indians residing across India and abroad
- • Willjini has a team of experts into legal, tax, compliances and succession matters
- • Fees are based on time & efforts, usually Rs. 3 lacs onwards.
- • Send us an email at support@willjini.com or call us at (+91) 02226839651-/ 52-/ 53 or (+91) 8767404044 //(+91) 9321671899 .