Allied Value-Added
Services
Alliances are underway with digital locker service providers, password management companies, custodian services & executorships, trusteeship companies and investment advisory by wealth mangers, succession planners and family offices for surviving spouse/close of kin of the bereaved family.
Transfer & Transmission of
Immovable asset
Assisting, guiding in completing all formalities with heirs/beneficiaries of the deceased for seamless transmission / transfer of immovable assets including but not limited to – land, house, property and others.
Claim
Settlement
Interacting with the authorities for settlement of outstanding dues with the employers, insurers and others including and not restricted to EPF claims and any other accidental claims in cases of cause of death while on duty etc. and in specified situations.
Tax
Assistance
Providing assistance to the beneficiary/heir by introducing to empanelled professionals for any kind of taxation advise. Tie up with practicing chartered accountants and CA firms for assisting Non-Resident Indians with Inheritance Taxation (compliance as per FATCA & CRS) and periodic compliance with regard to CRS declarations for NRIs.
Legal assistance Will Drafting
and Management
Provision of seeking legal advice from eminent lawyers on a pan India basis and all types of legal assistance for complex family situations along with the services like drafting a will for surviving spouse, will management reating to seeking , probate, heir certificate etc.
Transfer & Transmission
of movable asset
Assisting, guiding in completing all the formalities with heirs/beneficiaries of the deceased for seamless transmission / transfer of movable assets of the deceased including but not limited to – PPF, EPF savings, Post Office savings, Bank savings, Bank/Company deposits, Mutual fund investments , Equity share portfolio and Bonds with or without WILL.
