Estate Planning for NRIs
For NRIs, building wealth across borders is a triumph—but passing it on? That's often a nightmare of disputes, taxes, and red tape. NRIQ's comprehensive Estate Planning service, now live on our website, empowers you to protect assets in India, the US, UK, UAE, and beyond.
We craft wills, trusts, powers of attorney (PoAs), and succession plans compliant with Indian laws (Hindu Succession Act, Indian Succession Act) and global treaties (DTAA, FATCA), ensuring your wishes prevail while minimizing taxes and delays.
Estate Planning: Essential in Indian & Global Contexts
Unplanned estates cost Indian families ₹50,000 Cr+ in disputes annually (per Law Commission). NRIs face amplified risks—FEMA restrictions, NRI status changes, and cross-border probate (6-18 months abroad).
Core Benefits:
Asset Protection
Shields from creditors, unequal divisions.
Tax Efficiency
Avoids 40%+ erosion via strategic gifting/trusts.
Family Peace
Clear instructions prevent 70% of inheritance battles.
Speed
Bypass court probate (2-5 years in India).
Real-Life Examples:
Property Divisions
Partitioned will for your native home prevents co-ownership feuds.
Will
for your assets which are not in India.
Trusts
Irrevocable trust for special needs child—₹15000 disbursed per month gradually, tax-free.
Family Business Continuity
PoA for business/firm ensures seamless handover.
Special Relatives
Life interest trust for elderly parents.
NRIQ Research: Personalized, Tax-Minimizing Strategies
Our CA/CS/advocate team delivers:
Tax Tools
| Strategy | Tax Savings | Best For |
|---|---|---|
| Family Trust | Up to 30% | Minors/special needs |
| Will + Nomination | 12.5% LTCG | Properties/stocks, bank accounts, MF investments |
| Gift Deeds | Zero tax (₹50K/year) | Spouses, or family |
| Offshore Trust | 10-15% DTAA | Global assets |
Transparent Pricing Tiers
| Tier | Coverage | Price (One-Time) | Annual Maintenance |
|---|---|---|---|
| Basic | Simple Will + Nominations (up to ₹2 Cr assets) | ₹25,000 | ₹5,000 |
| Standard | Will + PoA + Basic Trust (₹2-10 Cr) | ₹50,000 | ₹10,000 |
| Premium | Full Suite (Trusts, Cross-Border, Business; ₹10 Cr+) | ₹1,00,000 | ₹20,000 |
| Enterprise | Complex (Global + Business Succession; Custom) | Quote Based | Quote Based |
Detailed Online Process: 100% Digital & Fast
End-to-end via NRIQ portal (mobile/web)—average completion: 4-6 weeks.
Free Assessment (Day 1-3)
10-min quiz on assets/family → Personalized report + expert call.
Drafting & Review (Week 1-2)
AI-custom draft → 2 revisions → E-sign (Aadhaar/DSC).
Documentation & Compliance (Week 2-3)
Upload deeds → Auto-fill forms → Virtual notary + e-Stamp.
Execution & Registry (Week 3-4)
Sub-Registrar filings, RBI/FEMA approvals → Digital certificates.
Handover & Tracking (Week 4+)
Secure vault access → Dashboard for updates/alerts.
Ongoing Support
Quarterly video reviews, amendment portal (free 1/year).
Act Now
Start your free assessment today. Protect your legacy with NRIQ—effortless, expert, eternal.
Book Your 15 Min call Free for members, USD 10 for non-members.
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Start Your Free Estate Assessment
Protect your legacy effortlessly. Book your 15-minute introductory call (free for members, USD 10 for non-members) to receive a personalized asset protection report.
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