Estate Planning
Succession law, nomination rules and Power of Attorney work differently in India than where you live now. We make sure your estate plan agrees with both.
An NRI's estate is rarely simple: Indian property, foreign bank accounts, investments held in more than one country, and heirs who may themselves live somewhere else entirely. A single-country will, or none at all, leaves gaps that surface exactly when a family can least afford them.
We structure wills, nominations and Power of Attorney arrangements that are explicit about which assets they cover and which law governs them, so a transfer to your heirs doesn't stall in probate on either side.
Book a single session at the NRI Money Clinic instead of a full engagement — ideal if you have one specific decision to make.
Explore the Money Clinic →Common Questions
In most cases, yes — a will drafted abroad may not adequately address Indian succession law or asset-specific requirements. We coordinate the two so they don't contradict each other.
No. A nominee typically holds assets in trust for the legal heirs under succession law; nomination alone doesn't override a will or override succession rules. This is one of the most common points of confusion we resolve.
Yes, through your local Indian consulate or embassy, though the document must meet specific format and attestation requirements to be valid in India.
It passes according to the succession law applicable to your religion and personal status, which may not match your actual wishes — this is precisely the gap a will closes.
Related
Building a retirement income that holds its value whether you settle in Kochi, Toronto or Dubai.
Learn more →FEMA-compliant portfolios across equity, funds and property, diversified by goal and by geography.
Learn more →Life and health cover that recognises your NRI status instead of working against it.
Learn more →Residential status, DTAA relief and clean filing across every country you owe tax in.
Learn more →