Estate Planning

Estate planning is the process of determining what will happen to your assets when you pass away or become incapacitated. The proprietor of the firm CA Arvind Kumar Agrawal has passed Chartered Trust and Estate Planner Exam by AAFM (American Academy of Financial Management), USA. Our estate planning services include:

  • Advice and execution support for trusts
  • Drafting of wills
  • Drafting of Power of Attorney Documents
  • Drafting of Letter of Guardianship
  • Advice on Special & Minor Child Protection Trust
  • Advice on Probate, Letter of Administration, Succession Certificate
  • Consultancy on HUF related matters
  • Advising and Drafting of Family Settlement agreements and Succession Planning
  • Whatever be your concerns regarding Estate Planning, Succession Planning or Intergenerational Wealth Transfer, we are there for you
  • Advice on different structures of Business Succession Planning.
  • Advice on Custody of minor children if both parent pass away (During the time parents are alive)
  • Advice on Legal Guardianship for minors whose parents have expired without executing any guardianship document.
  • Advice to parents if they have differently abled child(ren), either physically or mentally.
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