Secure Your Legacy with Expert Inheritance Planning

Fincart's Legacy and Inheritance Planning: Secure Your Wealth for Future Generations

We’ll help you protect and pass on your assets according to your wishes through our legacy planning and inheritance planning services. Secure your family’s future with us today!

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Full Name *
Phone Number *
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Email *

Request a Callback

Full Name *
Phone Number *
🇮🇳 91
Email *

Understanding Legacy Planning

Legacy planning involves creating a comprehensive strategy to transfer an individual’s assets, values, and beliefs to their beneficiaries or heirs after they pass away. This process aims to ensure that the distribution of assets aligns with the individual’s goals and values.


To create a legacy plan, various tasks must be undertaken. These include drafting a will or trust, naming beneficiaries for life insurance policies and retirement accounts, and establishing a plan for distributing financial assets, such as family heirlooms or personal possessions.


A well-designed legacy plan can help minimize conflicts and disputes among beneficiaries, reduce taxes and other expenses, and ensure that assets are distributed according to the individual’s wishes.

Understanding Inheritance Planning

Inheritance planning encompasses the preparation for the transfer of an individual’s assets to their chosen beneficiaries upon their demise.The primary aim of inheritance planning is to facilitate the smooth, efficient, and cost-effective transfer of an individual’s assets to their intended beneficiaries while also minimizing tax obligations and maximizing the overall value of the estate.


Inheritance planning entails the utilization of various legal instruments and tactics, including wills, trusts, beneficiary designations, joint ownership and titling of assets, and powers of attorney.

These strategies can effectively circumvent probate, a cumbersome and costly legal process that may occur if an individual passes away without a valid will or trust in place.

Why Choose Legacy or Inheritance Planning?

By contemplating your legacy and creating a plan, you are able to shape the destiny of your hard-earned wealth so that it provides all the benefits you want your heirs to enjoy and gives you peace of mind.

Equitable wealth distribution

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Redesignate beneficiaries as necessary

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Minimize taxes

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Revisit your estate plan

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Why Fincart for Legacy and Inheritance Planning?

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Keep track of your beneficiaries and formulate plans for your future events favoring your needs and requirements.
Eliminate uncertainty and make sure that your beneficiaries pass in the manner you want them.
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Fincart enroutes the appropriate financial strategy that will spare your beneficiaries from the large tax burdens.
Ascertain the true value of all parts of your estate and minimise the impact of any taxes on it.
A WILL writing service ensures that all your assets are properly recorded. You can clearly decide how you wish to distribute them and by when. We suggest these basic services to all our clients. However, if the size of the estate or assets is very large then we would recommend creating a trust.
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Role of Financial Advisor in Legacy and Inheritance Planning Services

Financial or investment advisors play a crucial role in legacy and inheritance planning by guiding clients through the process of identifying their financial goals, selecting suitable investment strategies, and choosing appropriate legal tools to transfer assets to beneficiaries smoothly.

Financial/Investment advisors help clients identify their financial goals and objectives for legacy and inheritance planning.
Financial advisors assist in selecting appropriate legal tools such as trusts and insurance policies to achieve estate planning objectives.
They provide guidance on investment strategies and asset allocation to maximize the value of the estate.
They collaborate with estate planning attorneys and tax professionals to ensure the plan aligns with the client's wishes and minimizes tax liabilities.
Financial advisors regularly review and update the legacy plan to adapt to changing circumstances and goals.

Fincart's Legacy And Inheritance Process

  • WILL writing is a simple exercise that we strongly recommend for everyone. This is customized to each individual's requirements.
  • Managing a trust comes with an annual cost, hence it is advisable for those who own assets that are large and needs to be distributed to many multiple stakeholders.

FAQ's on Legacy and Inheritance Planning

What is legacy planning?

Simply put, legacy planning or estate planning ensures that your assets/investments are all recorded and documented in one place. They are seemlessly transferred to your loved ones, in the right manner and proportion the way you would prefer. If your aggregate amount exceeds Rs. 2 lakhs on yourself or for another person for their travel to a foreign country. If the total amount you have deposited exceeds Rs. 1 crore in either one or multiple accounts. If somehow you end up spending 1 lakh on electricity bills in either one go or through multiple bases during the entire financial year.

What benefits will I have if I go for legacy planning?

What are the ways in which I can do my legacy planning?

How will you help in legacy planning?

Who Needs Legacy Planning, and Why?

What are the benefits of legacy planning?

What is family legacy planning?

What is the difference between legacy planning and estate planning?