Investment Products
Estate & Succession Planning
Plan how your wealth, property and business pass to your family or chosen beneficiaries — clearly documented, with smoother transitions.
Overview
Your legacy, planned with care.
Estate and succession planning helps you plan how your wealth, property, and other assets will be managed and transferred to your family or chosen beneficiaries in the future. It helps protect your family’s financial interests and ensures your wishes are clearly documented.
Protect your family
Make sure the people who depend on you are provided for, the way you intend.
Reduce disputes
Clear documentation lowers the chance of confusion and disagreement later.
Save time for your heirs
Organised records and nominations make transfers smoother and faster.
Two Sides of One Plan
Estate planning and succession planning.
Estate Planning
Estate planning focuses on managing and distributing your assets according to your wishes.
- Asset Planning: Organize your property, investments, savings, and other assets.
- Will Planning: Understand the importance of preparing a will to specify who should receive your assets.
- Wealth Transfer: Plan how your wealth can be passed on to your chosen beneficiaries.
- Family Security: Help reduce confusion and potential disputes over asset distribution.
- Documentation Guidance: Identify important documents required for effective estate planning.
Succession Planning
Succession planning focuses on ensuring a smooth transfer of wealth, responsibilities, or business ownership to the next generation or chosen successors.
- Family Wealth Transfer: Plan the transfer of wealth to the next generation.
- Business Succession: Prepare for the future transfer of business ownership and responsibilities.
- Continuity Planning: Help minimize disruption during ownership or leadership transitions.
- Beneficiary Planning: Review how assets and financial interests should pass to intended beneficiaries.
- Professional Coordination: Work with appropriate legal and tax professionals when required.
Getting Organised
Six documents every estate plan needs.
We help you identify and organise them, and work with legal and tax professionals where required.
Will
A clear, valid will that sets out who receives what.
Nominations
Up-to-date nominees on bank accounts, demat, mutual funds and insurance.
Asset inventory
A record of investments, property, accounts and liabilities.
Insurance policies
Policy details and beneficiaries, kept where your family can find them.
Property papers
Title deeds and ownership documents for real estate.
Business agreements
Partnership deeds, shareholder agreements and succession arrangements.
FAQ
Questions investors often ask.
Can’t find your answer here? Our team will walk you through it.
01If I have nominees, do I still need a will?
Usually, yes. A nomination makes it easier to transfer an asset, but depending on the asset and the law, the nominee may hold it on behalf of legal heirs rather than own it outright. A will sets out your intentions clearly.
02When should I start estate planning?
As soon as you have dependants or significant assets. Plans are easier to make — and update — while you can make every decision yourself.
03How often should I review my plan?
At least every few years, and after major life events such as marriage, the birth of a child, a property purchase, or a change in your business.
04Does Brihanta draft legal documents?
We help you plan and organise your wealth transfer, and coordinate with qualified legal and tax professionals who draft and validate the documents.
Estate and succession arrangements depend on applicable laws and individual circumstances. Legal and tax advice may be required to implement your plans properly.