Family Trust

A family trust is a legal arrangement where a trustee holds and manages assets on behalf of beneficiaries, who are typically family members. It's an effective way to control your assets during your lifetime, minimize estate tax liability across generations, and avoid the lengthy probate process for your beneficiaries. Trusts can be customized to fit specific family needs, providing long-term financial security and asset protection.

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Family Trust

Features included:

  • Complete trust documentation
  • Avoids probate court process
  • Private asset distribution
  • Incapacity planning included
  • Control over asset management
  • Funding instructions for trust
  • Tax optimization strategies
  • Multi-generational planning
  • Asset protection framework
  • Trustee selection guidance
  • Annual trust review
  • Dedicated trust specialist

Benefits of a Family Trust

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Asset Protection

Safeguard your assets from creditors and legal challenges during your lifetime.

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Control Over Assets

Dictate how and when your assets are distributed to beneficiaries.

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Avoid Probate

Assets in a trust can be transferred to beneficiaries without court intervention.

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Privacy

Unlike wills, trusts are private documents and not part of the public record.

Setting Up Your Trust

Initial Consultation

Discuss your goals and assets with our legal experts to determine the right type of trust.

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Drafting the Trust Deed

We prepare the legal document that outlines the terms of the trust.

Funding the Trust

Guidance on transferring ownership of your assets into the trust.

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Ongoing Management

Support for the appointed trustee in managing the trust according to your wishes.

Secure Your Will with Registration

Ensure your last wishes are fully protected and easily executed.

₹ 15,500
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