Inheritance – Trust, Wills & Estate Planning

Who should inherit what? How much is fair? All these questions are not easy to answer, and many times become base of conflict between close family members. Our leading inheritance and succession lawyers help clients address these important questions and resolve potential disputes as amicably as possible. We carefully evaluate the assets and goals of each client and provide a customized solution based on their unique estate. Additionally, we help family members, beneficiaries and executors in obtaining probate, succession certificate, letter of administration or legal heir certificate depending on the circumstances. We also advise Indian citizen with overseas properties about Wills and power of attorney, and foreign individuals with properties and assets in India.

Outlined below are some of the major areas handled by our inheritance team:

• Estate Planning: We offer holistic estate planning services to help individuals and families protect their assets. Our expertise encompasses drafting Wills, setting up Trusts and advising on different aspects of succession planning to ensure smooth transfer of wealth. We assist in minimizing tax liabilities and structuring strategies customized to the unique circumstances of each client, offering clarity and long-term security.


• Will Drafting: Our lawyers have drafted numerous Wills helping clients secure their legacy and provide for their families. We ensure that the Will is clear, legally valid and tailored to the needs of clients. We understand the circumstances and guide the clients through the entire process advising on aspects like asset distribution, appointment of executors, and guardianship of minors, while ensuring compliance with the laws. Whether drafting a new or updating the existing one, our meticulous approach provides peace of mind that the wishes of clients will be respected even after their demise.


• Setting up Trust: We assist clients in setting up trusts in India, providing end-to-end legal support tailored to their needs. From determining the appropriate structure of the trust – private, public or charitable – to drafting the trust deed and completing all necessary regulatory filings, we ensure seamless compliance with the laws. Moreover, our lawyers advise on the asset transfer, trustee responsibilities and tax implications, making sure that the trust aligns with the client’s objectives while remaining legally compliant.


• Probate: Our team assist with probate matters across India including drafting and filing the probate petition, representation in the court and navigating the legal intricacies of asset distribution. Leveraging our decades of experience, we ensure efficient resolution of inheritance issues, safeguarding interest of clients in both contested and uncontested probate cases.


• LOA, LHC & Succession Certificate: We have assisted various domestic & international clients in obtaining Letters of Administration (LOA), Legal Heir Certificates (LHC), and Succession Certificates in India as per the requirement. We guide them through the legal process, handle all necessary documentation and represent them before the appropriate authorities.


• Challenging or Defending the Will: Whether you wish to contest a Will due to concerns over its validity, capacity of the testator, undue influence or fraud or you are defending the legitimacy of the Will against claims of inheritance rights, we provide guidance at every step. Our lawyers carefully study the matter and provide strategic advice personalized to the situation, making sure all legal avenues are explored to safeguard your interests and resolve the matter efficiently.
• Partition Suit: We have handled various partition suits matters, assisting clients in the division of family property. From filing the suit to representing them before the court, we provide end-to-end support to clients ensuring that all legal requirements are met and aiming for equitable distribution of the assets.