When planning your Estate for preservation, management and succession various roles need to be considered to carry out the necessary activities. 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. Trust provides for management of the estate during a person’s lifetime and also provides for distribution and management of wealth post demise. There are various documents involved such as living trust, power of attorney and charitable trust.
At Kesari Financial Services, we understand that Estate Planning is all about taking care of the complications involved during unfortunate times. The role of a financial planner becomes all the more crucial when it comes to drawing mutually agreeable solution, and finding the right estate planning with documents that are legally enforceable.
We offer the following estate planning services:
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.
Executorships:
Acting as an Executor for administration of the Estate on the death of the Settler.
Safe Custody: