View all Categories

What are the steps to Estate Planning?

There are a few steps of Estate Planning one can take based on the situation one is into. Some steps are cheap or free of cost; some are costly. But they do serve different purposes. The easiest and cheapest mode of estate planning is a Will. Forming a Trust is suited if the successor is minor or not in a position to manage the inherited assets. The probate process can be avoided by forming a Trust. Power of Attorney is useful in case of incapacity of the property owner. Gift is an easy but irrevocable transfer of estate during the property owner's lifetime. Succession, the ultimate legal process in case of death of an intestate property-owner.

Was this helpful?

Get in touch Call or visit a branch

Call Us: +91 9051052222.

This is a standard alert.

I'm a cool paragraph that lives inside of an even cooler modal. Wins!

This is a standard alert.

I'm a cool paragraph that lives inside of an even cooler modal. Wins!

https://scores.gov.in

Thank You

All your Questions have been recorded


Thank You

All your Questions have been recorded

Please enter your name Please enter valid name
Please enter your Email Id Please enter valid Email Id
Please enter your mobile number Please enter valid mobile number Please enter your mobile number Please enter valid mobile number
Please enter your Email Please enter valid Email

Thank You!


Thank you for your response. We'll get in touch with you at the earlisest for your investment planning needs


NEXT

Thank You!


Thank You for your interest in our Moderate Equity Portfolio. Please find below the credentials to track this portfolio:

User ID: [email protected]

Password: abcd@1234


Portfolio Tracker

Please Read!


Risk profiling is crucial for identifying and managing potential risks in investment decisions. Please carry out your risk profiling before making any investment decisions.


Complete Risk Assessment Now

Set Your Goal

Please Select an option from below


Set Your Goal

Please Select an option from below


Set your Goal

Please enter your details in the fields provided

Please enter phone number / UGC