Estate & Succession Planning

Let your wealth & assets reach the right person

Who owns your wealth when you are no more? Who takes forward your business baton once you depart from this world? Well, here is when experts at Swan Invest can help you decide and distribute your wealth. For the former, the steps and procedures carried out come under estate planning while the latter falls under the category of Succession planning.

We at Swan Invest, carefully analyse all the assets that you own and guide you through the entire process of distribution of your wealth. It incorporates writing a will, making a trust or dealing with taxes and the complete legal procedures.

Every person needs an estate and succession planning. Without these, the Indian law comes into picture and the distribution of wealth takes place. So let us guide you through the entire process of estate and succession planning.