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Will & Probates

What is a Will?

A Will is a legal declaration by a person of his/her intention and desire of how his/her asset is to be dealt with or disposed of after the person's death. A Will can be changed at any time or withdrawn during the lifetime of the person making the Will (even if it is registered).

Why should I make a Will and what happens if I die without one?

In the absence of a Will, your asset may go to someone who you did not expect or want it to go to. If you have minor children, then under a Will you can appoint a Guardian who will take care of your children in the event of your (and your spouse's) death. If you (and your spouse) die without a will, then the court appoints a Guardian, who you may not have wanted. Having a proper Will may avoid disputes between persons who claim a right to your asset. It is possible to give your share of the coparcenary asset through a Will, which would otherwise go to the other members of the coparcenary, including your children.

What makes a valid Will?

You should be at least 18 years of age and of sound mind in order to prepare a Will. The Will itself must have directions (without you being forced to give these) for disposal of your asset upon your death. The Will must be signed by you in the presence of at least two witnesses who must also sign as witnesses. (There are certain exceptions for certain religions.)

What are the disadvantages of preparing a Will?

Possible lack of privacy, if you register your will. Where circumstances change after preparing the Will but the Will has not been updated to reflect these changes. In case you die before updating the Will, asset may pass in a manner that you would not have intended, given the changed circumstances.

Does a Will have to be prepared by a lawyer?

No, it does not.

What all assets can be covered under the Will?

All movable as well as immovable assets including Real Estate, Fixed Deposits, Money in Bank Account(s) Securities, Bonds, proceeds of Insurance Policies, Retirement benefits, Art, precious metals (Gold, Silver etc.), Brands, Goodwill, digital assets (photographs, sketches, blogs, websites, email accounts such as gmail, yahoo etc. and with social websites such as Facebook, Twitter etc.) and Intellectual Property Rights etc. including what they are and the method and manner of their storage, can be covered under the Will. In short, any assets that the Testator has in his ownership, at the time of his death can be included and distributed as per the desire of the person.

Who is an Authorized Dealer (AD)?

An Authorised Dealer (AD) is any person specifically authorized by the Reserve Bank under Section 10(1) of FEMA, 1999, to deal in foreign exchange or foreign securities (the list of ADs is available on www.rbi.org.in) and normally includes banks.

HOW IT WORKS

1

SELECT A PACKAGE

  • Select a service that you require
  • Choose a suitable Package or Plan depending on the Work involved the Services required
2

REGISTER

  • Submit or eMail your Contact details or provide the Client Registration Form
  • Provide basic documents (relevant KYC)
  • Make payment (Gateway, NEFT, Cheque, or Cash)
3

DOCUMENTATION

  • Speak to our Advisor
  • Submit your remaining documents / details by any of the following modes:
    • eMail to info@TaxAssist.in
    • Courier to HelpDesk
    • Visit to our Branches
    • or even WhatsApp
4

FINALIZATION

  • Once we have finalised, we will send you the Draft for Approval
  • Once approved & submissions made, you will receive Final Documents from us by eMail, courier or visit.

DOCUMENTS

To initiate the process, we will request you to provide us the following basic documents:
(We donot require any original documents. The documents can either be Emailed, Couriered, Physically delivered to our branches or even Whatsapped to us)

    Resident (Individuals)
  • PAN
  • Passport
  • PIO, OCI (if applicable)
  • Aadhaar Card
    Resident (Corporates)
  • PAN
  • TAN, VAT, GST
  • MOA, AOA
  • Incorporation Certificate
    NRI's & Expats
  • PAN
  • Passport
  • PIO, OCI, CDC (if applicable)
  • Aadhaar Card


Showing 1 to 6 of 6 (1 Pages)

EXPRESS ONLINE (WILL & PROBATES)

Suitable for individuals having an income less than 10 Laks p.a and interest income only where there is an expected  tax refund of less than Rs 10000.Express Online is the perfect package for salaried individuals...

₹2,500.00
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Silver (WILL & PROBATES)

Suitable for individuals having an income of Rs 10-20 Laks p.a and interest income only OR an investment portfolio of less than Rs 20 Laks...

₹5,000.00
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GOLD (WILL & PROBATES)

Suitable for individuals having an income between Rs 10-20 Laks p.a Or an investment portfolio between Rs 20-50 Laks...

₹10,000.00
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DIAMOND (WILL & PROBATES)

Suitable for individuals having an income of more than Rs 20 Laks p.a OR an investment portfolio of more than 50 Laks OR a net worth of more than 3 crores having CG from sale of Real Estate OR planning to relocate to/from India OR having income from ..

₹20,000.00
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PLATINUM (WILL & PROBATES)

Premium personalised services for TDS Advisory, Filing, Certifications & Compliance with personalised attention throughout the transaction...

₹40,000.00
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TITANIUM (WILL & PROBATES)

Suitable for individuals having an income of more than Rs 20 Laks p.a OR an investment portfolio of more than 50 Laks OR a net worth of more than 3 crore OR having CG from sale of Real Estate OR planning to relocate to/from India OR having an income ..

₹80,000.00
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Showing 1 to 6 of 6 (1 Pages)

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