Succession & Estate Planning
Wills, family trusts and settlements to pass on wealth smoothly
- 1MapAssets, goals and risks.
- 2DesignWill, trust or settlement mix.
- 3ImplementDocuments executed; records updated.
Share your details. We’ll reply on WhatsApp with the next steps and a checklist.
Pick a plan — the fee is adjusted if you hire us within 30 days.
About Succession & Estate Planning
A clear overview, in simple terms — what it is, why it matters, and how we handle it.
India has no inheritance tax, so succession planning is mostly about avoiding disputes, delays and avoidable capital gains, stamp duty and clubbing. The tools are a will (simple, effective on death), a private family trust (assets held for beneficiaries during life and after), gifts to relatives (tax-free but stamp duty on property), and family settlements. Nominations on bank and demat accounts don't decide ownership — the will or law does.
Business owners also need to align succession with shareholders' agreements, articles and partnership deeds, so control passes as intended. Families with members abroad need FEMA and foreign-tax checks.
We map assets and family goals, compare routes on tax and practicality, and implement the plan with partner advocates for documents that need legal drafting.
| Inheritance tax | None in India |
|---|---|
| Tools | Will, private trust, gifts, family settlement |
| On later sale | Heir uses previous owner's cost and holding period |
| Nominee | Holds for legal heirs; doesn't override the will |
Who this is for
Common scenarios where this service is a good fit.
- Business owners and promoters
- Families with property in several states or countries
- Parents of minor or special-needs children
What you get
Clear deliverables so you know exactly what's included.
- Asset and family mapping
- Route comparison
- Implementation plan
- Coordination with advocates
Expert review before every submission — not just data entry.
Working notes and reconciliations you can rely on in future notices.
Resident Indians, NRIs, expats and cross-border businesses — all served.
Documents required
A practical checklist. We'll tell you if anything else is needed based on your case.
* This is a base checklist. After a quick pre-check, we may ask for additional items specific to your case.
Process
A simple, trackable workflow — designed to avoid back-and-forth.
Assets, goals and risks.
Will, trust or settlement mix.
Documents executed; records updated.
Get a quote
We share a clear quote on WhatsApp after a quick checklist pre-check.
- Fixed quote on WhatsApp after a short look at your facts and documents.
- Government fees, if any, are paid at actuals and shown separately.
| Factor | DIY | Indus Tax |
|---|---|---|
| Expert review | ❌ | ✅ |
| Notice risk reduction | ❌ | ✅ |
| Deduction optimisation | ❌ | ✅ |
| Audit-ready records | ❌ | ✅ |
| AIS/26AS reconciliation | ❌ | ✅ |
Share your facts and deadline. We'll reply with the right checklist and a clear quote.
Fee adjusted against our service fee if you go ahead within 30 days.
- Priority CA Call-backSkip the queue — a CA calls you within 30 minutes.₹255
- RecommendedCA Consultation (30 min)Talk one matter through properly with a CA.₹755
- In-depth CA Review (60 min)Documents reviewed before the call, written action plan after.₹1,155
Call-backs run Mon–Sat, 9 AM–6 PM IST. Booked outside these hours? We call you first thing the next working morning.
Compare the 3 plansFrequently asked questions
Answers to the most common questions we get.
Official sources
Indus Tax is a private professional services firm and is not affiliated with any government authority. Rules and fees change — we confirm current positions before filing.
