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Most Secure Succession Option

Private Family Trust

Pricing: Case-to-case basis

A Private Family Trust is one of the most secure ways to plan succession. It helps avoid probate and significantly reduces the chances of legal disputes or challenges, making it an effective solution for preserving wealth across generations.

The Settlor transfers property or funds into a Trust for the benefit of Beneficiaries. While the Settlor no longer owns the assets directly, they retain the power to set clear rules in the Trust Deed for how assets are managed and used.

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Avoids Probate Completely

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Reduces Legal Disputes

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Generational Wealth Transfer

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Strict Asset Control

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Features & Benefits

Asset Protection from Creditors
A Trust is a separate legal entity. Once assets are transferred, they are no longer personal assets, protecting them from creditors, lawsuits, and business risks. This is especially beneficial for business owners safeguarding personal wealth from operational liabilities.
No Requirement of Probate
Obtaining probate for a Will can be expensive and slow. Assets held in a Family Trust do not require probate, ensuring a faster, smoother transfer of wealth with significantly reduced legal hurdles and risk of disputes.
Effective Tax Planning Tool
Ideal for high-value estates and NRIs to optimize tax efficiency. While India currently lacks inheritance tax, lifetime transfers to a Trust provide a forward-looking shield against potential future tax changes.
Clear Rules for Wealth Usage & Management
Control how your wealth is used for up to 90 years. This is crucial for young or inexperienced beneficiaries, ensuring assets are used for defined purposes and long-term family goals.
Mitigation of Family Conflicts
Unlike a Will, a Family Trust is extremely difficult to challenge in court. It clearly defines distribution rules, leaving no room for the confusion or disagreements that often lead to family disputes.
Dedicated Lawyer Throughout the Process
Receive support from a senior lawyer with over 10 years of experience. We guide you from the initial advisory stages through to the drafting and final registration of the Trust Deed.
How It Works

Your Private Trust Setup in Four Simple Steps

01

Consultation Call with Our Lawyer

Have an in-depth discussion with our experienced lawyer to understand your family situation, assets, and future wishes. We help you finalize the most suitable succession plan.

02

Decide Trustees & Trust Rules

We assist you in selecting trustees for your Private Trust and defining the rules for managing, controlling, and distributing the Trust assets as per your intentions.

03

Register Deed & Setup Accounts

We draft the Trust Deed and complete registration. We also assist in obtaining a dedicated PAN card and opening a bank account specifically for the Trust.

04

Transfer Assets to the Trust

Transfer part or all of your assets to the Private Trust. We guide you through the process, ensuring proper registration and payment of applicable stamp duty.

Common Questions & Expert Answers

Everything you need to know about the legality and process of drafting your Will in India.

Can I change or update my Will later? +
Yes. You can modify your Will at any time during your lifetime as long as you are of sound mind. Any update should be done through a new Will or a legal addendum called a Codicil.
What happens if I die without making a Will? +
If you pass away without a Will (intestate), your assets are distributed according to applicable succession laws, which may not align with your personal wishes and can lead to delays or disputes.
Is there an age limit for making a Will? +
Any individual above 18 years of age and of sound mind can create a Will in India, regardless of the size of their assets.
Can I include digital assets in my Will? +
Yes. You can include digital assets such as email accounts, social media profiles, cryptocurrencies, online investments, and cloud storage by clearly mentioning access instructions.
How long does it take to execute a Will? +
A Will comes into effect immediately after the demise of the testator. The actual execution timeline depends on asset type, documentation, and whether probate is required.
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