Estate Planning

Estate planning is the process of managing and organizing the distribution of one's assets after death or incapacity. In India, estate planning is governed by various laws such as Wills Act, 1872, Indian Succession Act, 1925, and Income Tax Act, 1961.

At Sakshi Legal, we specialize in estate planning services tailored to the unique needs of individuals and families in India. Our experienced team of estate planning lawyers understands the importance of preserving and transferring wealth, protecting assets, and ensuring the smooth transition of estates for future generations.


Our comprehensive estate planning services encompass the following :



  • Will Drafting and Execution :

    We assist clients in drafting clear and legally enforceable wills that reflect their wishes regarding the distribution of assets and appointment of guardians for minor children. Our lawyers ensure that the wills are properly executed in accordance with Indian laws.

  • Trust Formation and Administration :

    We provide guidance on establishing and administering several types of trusts, including revocable living trusts, testamentary trusts, and charitable trusts. Our team helps clients choose the most suitable trust structure for their goals and ensures proper management of trust assets.

  • Succession Planning for Family Businesses :

    We work closely with business owners to develop effective succession plans that facilitate the smooth transfer of ownership and management of family businesses. Our lawyers assist in structuring the transition to minimize tax implications and maintain the continuity of operations.

  • Asset Protection Strategies :

    We advise clients on strategies to protect their assets from potential risks and creditors, including the use of legal structures such as limited liability companies, and offshore trusts. Our goal is to preserve and safeguard wealth for future generations.

  • Tax Planning :

    We help clients optimize their estate plans by implementing tax-efficient strategies to minimize estate taxes, gift taxes, and other applicable taxes. Our team stays up to date with the latest tax laws and regulations to provide informed advice.

  • Charitable Giving and Philanthropy :

    We assist clients in incorporating charitable giving into their estate plans through charitable trusts, foundations, or other philanthropic vehicles. Our lawyers help clients fulfil their philanthropic goals while maximizing the benefits for both charitable causes and their estates.

  • Estate Administration and Probate :

    We provide comprehensive assistance in the administration of estates, including obtaining probate or letters of administration, estate accounting, asset distribution, and resolution of any disputes that may arise.

At Sakshi Legal, we prioritize understanding our clients' unique circumstances and goals to develop personalized estate plans that protect their wealth, ensure the well-being of their loved ones, and fulfil their legacy wishes.

Contact us today to discuss who we can assist you in navigating and providing a comprehensive and effective solutions for your estate planning needs.