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Estate & Succession Planning

Home Estate & Succession Planning

Preserving and transferring wealth requires thoughtful planning to ensure that your assets are distributed according to your wishes while minimizing legal complexities and financial disputes. At A M R R & Co., Chartered Accountants, we provide comprehensive Estate & Succession Planning services to help individuals, families, business owners, and NRIs safeguard their wealth and secure the financial future of their loved ones.

Our team assists in structuring your estate through legally compliant and tax-efficient solutions, ensuring a smooth transition of assets across generations. From drafting Wills and setting up Trusts to succession planning for family businesses, we offer practical advice tailored to your personal and financial objectives.

Wills & Testamentary Planning

Drafting and review of Wills
Codicils and amendments to existing Wills
Registration of Wills (where applicable)
Testamentary planning for smooth transfer of assets

Private & Family Trusts

Formation and structuring of Private Trusts
Family Trust advisory
Trust deed drafting and documentation
Tax and regulatory implications of Trusts

Succession Planning

Succession planning for individuals and families
Family business succession planning
Wealth transition strategies across generations
Identification and distribution of family assets

Estate Planning

Comprehensive estate planning advisory
Asset protection strategies
Nomination and ownership structure review
Planning for immovable property, investments and financial assets

Probate & Legal Assistance

Assistance in obtaining Probate
Letters of Administration
Succession Certificate guidance
Liaison with legal professionals and authorities

Family Wealth Structuring

Family settlement planning
Creation of holding structures for family assets
Tax-efficient wealth transfer strategies
Asset consolidation and restructuring

NRI Estate & Succession Advisory

Estate planning for NRIs
Cross-border inheritance considerations
Advisory on overseas assets and Indian assets
FEMA and taxation-related guidance

Tax Advisory

Tax implications on inheritance and estate transfers
Capital gains planning during succession
Gift tax and clubbing provisions advisory
Tax-efficient succession strategies

Documentation & Compliance

Review of nominations across investments
Documentation for transmission of assets
Coordination with banks, mutual funds and depositories
Assistance in statutory and regulatory compliances

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Estate & Succession Planning

Wills & Testamentary Planning

Private & Family Trusts

Succession Planning

Estate Planning

Probate & Legal Assistance

Family Wealth Structuring

NRI Estate & Succession Advisory

Tax Advisory

Documentation & Compliance

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Estate & Succession Planning

Wills & Testamentary Planning

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