Estate Planning Documents

Last Will and Testament (General)

Complete will distributing all movable and immovable assets to named heirs and beneficiaries

Property Will

Will specifically for immovable property — residential flat, plot, commercial property, or agricultural land

Movable Assets Will

Will for movable assets — bank accounts, FDs, jewellery, vehicles, investments, and personal effects

Joint Will (Husband & Wife)

Joint will executed by spouses together — assets of both pass to the surviving spouse and then to children

NRI Will (India Assets)

Will by NRI / OCI for Indian assets — FEMA compliant with provisions for repatriation by foreign beneficiaries

Codicil — Will Amendment

Codicil to amend an existing will — add, remove, or modify beneficiaries without rewriting the entire will

Holographic Will (Handwritten)

Handwritten and self-signed will for individuals who cannot visit a registration office — legally valid in India

Private Family Trust Deed

Private trust for family asset protection — settlor, trustee, and beneficiary structure with clear objects

Discretionary Trust Deed

Discretionary trust where trustees decide quantum and timing of distribution to beneficiaries

Specific / Fixed Trust Deed

Fixed trust with predetermined beneficiary shares — no trustee discretion on distribution

Charitable Trust Deed

Public charitable trust for education, health, or relief — eligible for Section 80G / 12A tax exemptions

Minor Beneficiary Trust

Trust to hold assets for minor children — assets released at specified age, managed by guardian-trustee

Living Will / Advance Medical Directive

Legally recognised advance directive under the Supreme Court judgment in Common Cause (2018) — specify medical wishes when incapacitated

Healthcare Power of Attorney

Appoint a trusted person to make medical decisions on your behalf when you are unable to communicate

Do Not Resuscitate (DNR) Directive

DNR directive instructing medical staff not to perform CPR or extraordinary life support measures

Bank Account Nomination Letter

Formal letter to bank requesting addition or change of nominee for savings, current, or NRI account

FD / RD Nomination Letter

Nomination update letter for Fixed Deposit or Recurring Deposit with scheduled bank

Insurance Nomination Letter

Formal letter to life or health insurer for nomination update under Section 39 Insurance Act, 1938

PPF / EPF Nomination Form Support

Supporting letter and declaration for PPF or EPF nomination form submission

Mutual Fund Nomination Update

Nomination update letter to AMC / registrar (CAMS / KFintech) for mutual fund folios

Demat Account Nomination Update

Nomination update letter to DP (CDSL / NSDL) for demat and trading account

Family Settlement Deed

Binding family settlement for amicable distribution of ancestral or joint family property among legal heirs

Partition Deed

Registered partition deed dividing joint property — each co-owner gets exclusive title to their share

MOU for Family Settlement

Pre-settlement MOU recording agreed terms of property distribution pending formal deed execution

Succession Planning Affidavit

Comprehensive affidavit declaring succession plan, asset list, and nominee / beneficiary details

Letter of Administration — Support Affidavit

Affidavit supporting application for letter of administration from court where deceased left no will

Heirship Certificate Support Documents

Declaration of legal heirship for application to revenue authority for heirship certificate

Estate Inventory Declaration

Comprehensive declaration listing all assets and liabilities in estate for heirs and tax purposes