Estate Planning Services in India - Kotak Wealth Management
When planning your Estate for preservation, management and succession various roles need to be taken on to carry out the necessary activities. Trust Versus Will Trust provides for management of the Estate during person’s lifetime and also provides for distribution and management of wealth post demise. Will is a legal declaration of a person’s intention with respect to his property which he desires to be carried into effect only after his death. Estate Planning Services Following is the range of Estate Planning Services offered: Advisory Advise on the structuring of an Estate Plan for the benefit of future generations and management and administration of the Estate during and post life. Drafting and Execution Facilitating drafting of Wills, Trust Deeds and ancillary documents tailored to specific family needs. Trusteeship Acting as a Corporate Trustee for administration and distribution of the Estate. Executorship Acting as an Executor for administration of the Estate on the death of the Settlor.