Estate Planning

Proper planning protects your investment assets and online properties to be easily transferable to your beneficiaries.

What happens to your demat and trading accounts if you don’t make a will?

Without a will, your heirs may face paperwork, disputes, and delays in claiming your shares and securities

How to include crypto, online accounts, and digital property in wills

Your digital life has value too—don’t leave it out when planning your estate.

Is creating a private trust worth it for middle-class families, or just the rich?

Trusts aren’t just for billionaires—under the right circumstances, even middle-class families can benefit.

Blended families: Love unites but succession divides

Trusts can overcome the limitations of a will. They offer continuity, asset protection and enable conditional or staggered distribution as per desired milestones or events

Don't let your cyber legacy go dark, include virtual assets in your will

Estate planning should include digital assets such as cryptocurrencies, social media profiles and online businesses to preserve legacy, prevent disputes and ensure smooth transition of assets to heirs

The importance of clear succession planning: Lessons from Sunjay Kapur's estate dispute

The Kapur family's inheritance dispute highlights the importance of clear succession planning, transparent wills and estate planning tools to prevent prolonged legal battles and emotional distress within families

Trusts vs wills: How India's wealthy are preparing for generational shift?

India's wealthy families are increasingly adopting trusts for estate planning due to their discretion, control and ability to bypass probate, while wills offer simplicity and flexibility for simpler estates

RBI seeks to standardise death claim settlements, ease process for nominees

The RBI proposes standardising procedures for settling claims of deceased depositors, aiming to simplify documentation, reduce administrative hurdles, and provide relief to nominees and legal heirs during a difficult time.

Wish to exclude legal heirs from inheritance? Follow these steps for a watertight will

Draft your will with clear intent, ensure proper execution, and attestation and registration to minimise potential disputes later.

Drafting a will online? Watch out for these common errors

Creating an online will can be convenient and cost-effective, but it's crucial to ensure legal validity and review regularly to reflect changing circumstances.

Estate planning tips for NRIs with assets in both India and the UAE

Tips on how to secure the property, investments, and wealth of non-resident Indians across borders.

Privileged Wills for defence personnel, a shield for their legacy

Despite existing for nearly a century, Privileged Wills remain a little-known legal right within the armed forces ecosystem.

Not just inheriting wealth—Gen Z is reengineering it

India's Gen Z is revolutionising wealth management with a focus on transparency, technology, and social responsibility, driving a shift from patriarchal succession to collaborative, purpose-driven leadership and governance

How to create a living will and plan for end-of-life medical decisions with clarity

Living wills outline medical preferences for when individuals can't make decisions. The Supreme Court has simplified guidelines for creating and enforcing living wills, promoting autonomy and dignity in end-of-life care

Why estate planning is not just for the elderly or ultra-rich

Estate planning isn’t only for millionaires. If you have a bank account, a house, a car, financial assets, or even personal belongings of sentimental value - you have something worth protecting.

Planning to write your will? Avoid these common mistakes

Writing a will requires careful consideration to avoid common mistakes that can lead to disputes and invalidation; consulting a professional can ensure a clear and effective will

Estate Planning: Understanding ring-fencing and its role in asset protection

Ring-fencing is a strategic mechanism to protect one's estate from risks such as family disputes, marital conflicts, or business liabilities, ensuring wealth remains secure for future generations

Succession Planning: How to bequeath your values & valuables to your loved ones

Doing this properly will ensure that your loved ones do not see what Logan Roy's did in Succession — family feuds and asset dilution.

Why setting up a family trust scores over making a will in estate planning

A family trust is a vital tool for estate and succession planning, offering flexibility, asset protection, and tax benefits. It helps avoid probate, ensures smooth wealth transfer, and safeguards assets from unforeseen liabilities.

Can having multiple nominees in bank accounts reduce disputes, unclaimed deposits?

Proposed amendments to banking laws make room for two modes of multiple nomination —simultaneous and successive

Can a trust structure to manage real estate assets help mitigate family disputes?

By holding real estate in the name of the trust rather than in individual names, family members are shielded from personal or professional risks.

Careful, NRIs: This is how to ensure your power of attorney is a tool, not a trap

The challenges NRIs, among others, face in managing their affairs in India can be addressed by granting a PoA but there are precautions one must take

Inheritance planning: Why you must talk legacy with loved ones

When you’re ready to discuss your estate plan with your family, careful preparation is key. Be transparent about your intentions and ensure that your loved ones understand the rationale behind your decisions.

Why Young Indians need wills

The misconception that will is required by the wealthy is a significant barrier. Even young adults with seemingly modest assets can benefit from a will.