ESTATE PLANNING
Prime Wealth Planners
Estate Planning
Nobody wants to think about mortality. But Estate planning is just a process of transferring hard earned wealth to loved ones. It’s the biggest myth that estate planning is meant only for ultra- rich and/or is post-retirement process. Nominations not necessarily result in ownership. In absence of will, native succession law may be effective, and your loved ones may have to prove to be legal heirs. With estate planning, make sure your loved ones don’t suffer.
Bespoke planning
Every case is studied with all the requirements and individual needs. There is no fixed formula for every plan. We value every relation, personal beliefs and craft the plan accordingly.
Bereavement support
We realize that providing compassionate yet informed support to grieving client is our duty as estate planners. We take care of the documentation and all legal processes while client suffers through the loss.
Maintain relations
Through estate planning we together with clients focus on protecting heirs and eliminating family strife or ugly legal battles with balanced allocation based on individual needs. Not only wealth but we help transfer the legacy to heirs.
Estate plan
Distribution as per need
Transfer of estate as per individual needs of heirs and to those who care.
Will or Trust
Will or Trust, we suggest what suits best for you with legal compliance
Tax efficent
Plan that complies local laws, efficiently mitigates taxes and complete control of funds
Transparent advisory
A clear structure and transparent mandate that enables clients to pass on the heritage
