Estate Planning
Estate & Succession Planning Questionnaire
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Do you want to retain control over your assets till you are alive? *
Do you want that your assets & properties post your death are distributed as per your wishes and desires? Only to people you want them to go at the time you want, in the manner you want and in the proportion you want. *
In case you become incapicitated or disabled have you made provisions for someone to operate your singly owned bank accounts, mutual fund investements, fixed deposits etc. *
Do you want to ensure an easy peaceful transfer of your wealth post your death? *
Is the nominee in all your financial holdings the same person, who you would like to inherit your assets after you? *
Do you know your legal heirs? i.e. in case you pass away without creating a "WILL" who all will get your property and in what proportion. *
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