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Estate Planning

One of the most essential part of comprehensive Wealth Management. We can assist you to prepare a Legally valid Will to ensure that all your assets are transferred to your rightful inheritor/s without any complications when the need arises.
If a person does not make a Will before his/her death, the law of the land will determine who gets his/her assets based on the respective / applicable personal law.

A legally binding will should :

  • Enable smooth transfer of all your assets to the people and organizations you choose.
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  • Assign/ name a guardian to care for your minor children (if any) if you can’t
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  • Assign / name someone to manage property you leave to minor children (yours or someone else’s), and
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  • Names your executor the with authority to make sure that the terms of your will are carried out.