Estate and Succession Planning
Will drafting, family settlement and transmission of assets to legal heirs.
Overview
Will drafting, family settlement and transmission of assets to legal heirs.
Documents Required
Keep these ready. Send them on WhatsApp or through our secure upload link.
Applicant KYC
- PAN cardName and date of birth must match Aadhaar
- Aadhaar cardMobile number linked for OTP
- Passport-size photographRecent, plain light background
- Mobile number and email IDClient's own; used for portal OTPs
Asset and family records
- Family tree with names, ages and relations
- List of assetsProperty, bank, FDs, shares, insurance, gold
- Property documents and 7/12 extracts
- Nominee details on existing accounts
- Death certificateIf applicable. For transmission
- Legal heir / succession certificateIf applicable.
- Varsai (heirship) entry applicationIf applicable. For land records
- Existing will, if anyIf applicable.
Requirements can change with government notifications. We confirm the final list when you start.
How It Works
FAQs
How do I send my documents?
Send clear photos or PDFs on WhatsApp at +91-9687879221, or ask for our secure upload link. You do not need to visit the office.
How long does Estate and Succession Planning take?
Usually 2-4 weeks, once all documents are received. Government processing time can vary.
What are your fees?
Our professional fee is generally ₹5,000 – ₹15,000. Government fees, if any, are extra. We confirm the exact amount before starting.
Do you serve clients outside Rajkot?
Yes. We work with clients across India through our online process, with WhatsApp updates at every step.
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Send your documents on WhatsApp and we will share a checklist and fee quote.