R Associates advises families, promoters, HNIs, and NRIs on end-to-end succession planning—from Will drafting and private family trusts to family settlements, HUF partitions, probate / letters of administration, and succession certificates. Our succession planning lawyers in Delhi blend estate law, tax, FEMA, and dispute-avoidance strategies to deliver clean, court-proof transitions of wealth and control.
Why Succession Planning—Now
Unclear documents and ad-hoc nominations are the biggest causes of post-inheritance disputes. We design robust testamentary and inter-vivos structures, align them with family governance, and create execution roadmaps that institutions and courts readily accept.
What we bring: airtight drafting, clear executor/ trustee playbooks, realistic timelines, institution-wise paperwork checklists, and proactive dispute-prevention.
Services
Wills & Codicils (Testamentary Planning)
Will drafting and registration with clear bequests across property, business, securities and digital assets. Airtight drafting, custody/registration guidance and executor playbooks by our succession planning lawyers in Delhi.
Probate & Letters of Administration
End-to-end court strategy, filing and hearing management for probate/LoA with bank and registrar coordination. We help executors realise assets, clear liabilities and distribute estates smoothly.
Succession Certificates (Debts & Securities)
Fast-track applications to collect bank balances, bonds, PF and demat holdings. Forum selection, evidence prep and indemnity navigation to unlock payouts efficiently in Delhi NCR.
Private Family Trusts & Asset Protection
Discretionary/determinate trusts for minors, blended families and promoter holdings. Trustee powers, distribution waterfalls and tax/FEMA compliance built into the trust deed.
NRI & Cross-Border Inheritance
Advisory on inheriting/selling Indian assets and repatriation under FEMA/LRS with CA certificates and AD-bank filings. Apostille/notarisation workflows and POA-based execution for NRIs.
Philanthropy & Charitable Trusts
Set-up and registration of charitable/religious trusts and Section 8 entities. Governance policies, 12A/80G eligibility support and compliant donation/grant frameworks.
Knowledge & Experience
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- Successfully administered complex estates spanning Delhi-NCR, Mumbai and overseas holding entities; completed multi-forum probate and LoA proceedings with parallel tax closures.
- Structured promoter holdings via staggered family trusts, reducing litigation exposure and aligning with lender and investor covenants.
- Obtained succession certificates for high-value securities, navigating indemnities and institutional quirks to expedite payouts.
- Resolved multi-decade HUF/partition disputes through binding family settlements and post-order mutation across revenue authorities.
FAQ
No. Will registration is optional, though advisable for evidentiary strength and custody.
Generally, no—probate is typically mandatory for Wills covered by Sections 57/213 (e.g., made in or dealing with immovable property in Mumbai/Kolkata/Chennai jurisdictions). Institutions may still insist on probate; we assess case-by-case.
Probate/LoA relate to estate administration under a Will (or without one); a succession certificate is limited to debts and securities and protects payers who release amounts to the certificate holder.
Yes. The Supreme Court in Vineeta Sharma v. Rakesh Sharma (2020) affirmed daughters’ equal coparcenary rights by birth.
Yes. NRIs can inherit property in India and typically repatriate up to USD 1 million per financial year subject to documentation and tax compliance.
No—especially for company shares/securities, the nominee is generally a trustee, not the ultimate owner. Align nominations with your Will/Trust to avoid disputes.
Why Choose Us
Estate-ready Drafting
We write for courts and institutions with clear architecture, executor/trustee playbooks, and document packs that pass scrutiny.
Multi-Disciplinary
Private client, tax, FEMA, and disputes teams work as one.
NRI-Friendly Execution
AD-bank coordination, RBI/LRS/FEMA compliance, and notarisation/apostille workflows.
Satisfied Client Stories
Secured a summary judgment for a tech client in ₹5 Cr contract dispute, avoiding lengthy trial and enabling swift enforcement.
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