Services > Estate Planning

Estate Planning

Estate Planning is an important and everlasting gift you can give your family! – Suze Orman

As part of Estate Planning services we provide overall review of your financial status and identification of areas where estate planning would ensure smooth transition of your wealth and other estate to your chosen beneficiaries. The objectives and goals of a strong Estate Planning would include,

  1. Writing and Registering your own Will
  2. Creation of a Trust 
  3. Assigning Guardians to minor children
  4. Helping to reduce conflict amongst family members

Connect with us today to discuss live with our in-house Certified Estate Planning Specialist  (CFP- FPSB India) and start your financial planning journey !