Dhanwani & Company (Chartered Accountants)

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Estate Planning For NRI

An overwhelming majority of Resident Indians/ NRI still do not have a professionally written will and the actual numbers will be closer to 82%+.
They think they don’t need to do any sort of estate planning as they think
“Estate Planning” is for wealthy people”.

In India, millions of people die each year without any type of estate plan in place, and this forces their families into the court system, where they experience the high cost and time delay characteristic of Succession Certificate/ Probate proceedings. The challenges in estate planning are greater for NRIs since they are likely to have assets in more than one geographic location: India and the country of their residence.

What exactly is Estate Planning?

“Estate planning means having a plan to ensure that people or entities whom one wishes to pass on the estate receive them in the manner intended”. Estate planning typically attempts to eliminate uncertainties over the administration of a probate & maximize the value of the estate by reducing taxes and other expenses.”


Estate Planning Drafting/ Redrafting/ Reviewing services
We can help you draft:

  • Individual Will

  • Couple Will

  • Family Trust Deed

  • Family settlement agreement

  • Trust deed for special child/ Minors


Property Matters Drafting Services:

  • General POA

  • Special POA

  • Release Deed

  • Gift Deed


Advisory On:

  • Gift compliances

  • Bereavement Advisory Services (Demise of a person without Will)

  • Succession Advisory Services for Business & Personal Assets

At our Firm, we understand that NRI taxation can be complex and confusing. That’s why we offer personalized services tailored to your specific needs and circumstances. Our team of experts has a deep understanding of NRI taxation laws and regulations, and we are committed to providing the highest level of service to our clients.