PlusFinance

Will Writing & Legal Services

Ensure your wealth reaches the right people — without dispute or delay

A will is the most important document you'll never read. We help you draft a legally valid will, set the right nominations, and plan your estate so your family is protected when it matters most.

What We Help With

Will Drafting

Legally valid wills drafted by empanelled advocates — covering all movable and immovable assets.

Nomination Advisory

We review and correct nominations across bank accounts, insurance, mutual funds, and provident funds.

Joint Ownership Guidance

Advice on adding joint holders to assets for smooth transfer without probate.

Trust Formation

Setting up private family trusts for HNI clients to manage and transfer wealth efficiently.

Power of Attorney

Drafting General and Special POAs for NRIs and elderly clients who need trusted representatives.

Estate Inventory

We help you document all your assets and liabilities in one place — the first step in estate planning.

Why It Matters

01

Avoid Family Disputes

A clear, registered will prevents misunderstandings and legal battles among heirs.

02

Ensure Correct Nominations

Nominations override wills in many financial instruments — getting them right is critical.

03

Protect Minor Children

Appoint guardians and set up structured inheritances for children who are minors.

04

NRI & Complex Estates

Cross-border assets need careful planning — we coordinate with legal experts to cover every jurisdiction.

05

Regular Review

Life changes — marriages, births, divorces, new assets. We review your will every few years.

Get Expert Will Writing & Legal Services Advice

Book a free consultation with Akshay Bhatt and get clarity on your will writing & legal services needs.