Succession Planning

Indiassetz helps you plan for your future, whether you're an individual or have a family. We work with lawyers to make sure everything follows the rules. We help you make a plan to pass on your money and property smoothly. This keeps your assets secure and your loved ones taken care of, and helps avoid problems later.

Here's a list of Succession planning services:

1. Consultation with advocate

2. Family tree

3. Will Drafting

4. Consultation with Chartered Accountant

Here’s a more detailed explanation of each Succession planning services offered by Indiassetz:

 Consultation with Advocate:

• In-depth review of your current legal documents

• Advice on power of attorney and healthcare directives

• Explanation of probate process and strategies to avoid it

• Discussion of trusts and their benefits for asset protection

Family Tree:

• Inclusion of adopted family members or step-relatives

• Identification of potential inheritance disputes

• Creation of a digital family tree for easy updating and sharing

Will Drafting:

• Explanation of different types of wills (simple, Trust, etc.)

• Guidance on choosing executors and guardians

• Inclusion of specific bequests for personal items

• Addressing digital assets and online accounts

• Regular review and updates to reflect life changes

Additional Considerations:

• Business succession planning if you own a company

• Philanthropic planning for charitable inclinations

• Long-term care planning to protect assets

• Special needs planning for dependents with disabilities

• Cross-border estate planning for international assets

Our team can help you navigate these complex areas, ensuring your succession plan is comprehensive and aligned with your goals. We emphasize clear communication among family members to prevent misunderstandings and conflicts later on.