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Will, Trusts, POA, Legal Guardian India

India’s only Will and Estate Planning Services Provider to Financial Services Professionals!!!!!!!!

NexGen Estate Planner

NexGen Professional Estate Planner

As a professional financial adviser, your clients are your business. By providing a complete estate planning service in association with NexGen Estate Planning Solutions (NexGen), you can be assured of delivering a complete and comprehensive offering to your clients in order meet their current and future needs.

NexGen Estate Planning Solutions Pvt. Ltd. delivers Will Writing & Estate Planning Services via a national network of NexGen Estate Planners. Our comprehensive Estate Planning solutions cover every type of requirement in estate planning from Simple Wills to Inheritance Planning, Power of Attorney, Bereavement Advisory Services and much more……………

Our mission is to ensure Will Writing & Estate Planning services are accessible to all, securing families futures across India. As per the study 99 out of 100 adults in the India do not have a will. Whether you are an Independent Financial Advisor or a member of the public seeking will writing services, you've come to the right place.

Work with NexGen and we can show you how your clients can professionally plan to transfer of their wealth and ensure that their wealth is properly utilized for their next generation. At the same time, we'll provide you with the opportunity to improve your immediate income through an extremely competitive and transparent fee structure - you can even receive an on-going income stream long into the future (renewal income)

Adding Estate Planning services to your existing portfolio will ensure you consolidate your client/adviser relationship and keep the competition out. Not only will you increase your business with the use of estate planning products, you will also have access to the latest up to date industry knowledge regarding Wills, Trusts and Estate Planning advice.

Are you new to Estate Planning? Not a problem, comprehensive training can be provided and tailored to meet your needs along with regular updates to keep you fully informed of industry and NexGen developments. If you need a little support along the way, we provide a free technical helpline for all members of NexGen as well as free access to our exclusive NexGen Estate Planner online member area. But most importantly, we guarantee that your clients stay yours. We appreciate that you've worked hard to build your business and we're here to help you to take it to the next level.

When you become a NexGen Professional Estate Planner under the brand name of “NexGen” Estate Planning Solutions Pvt. Ltd. :

  • Have a reputable company behind you. NexGen is a joint venture between American Academy of Financial Management India (AAFM India) and CC Chokshi Advisors, No. 1 company in succession planning in India
  • Wealth Transfer is a vast untapped market awaiting you to earn big immediate income and huge deferred income
  • You will have a comprehensive training and support that will ensure you are professionally trained and knowledgeable in Will, trusts and estate administration.
  • Only need a low initial investment to start your business
  • Enjoy flexibility in your working hour
  • Be Your Own BOSS and achieve your GOALS & DREAMS !!!
  • Your clients achieve peace of mind, safe in knowledge that:
    1. Their Wealth will be transferred to whom they want.
    2. When They Want.
    3. With them retaining full control on their assets till they are alive.
    4. They will save every last rupee on transfer cost and professional fees on transfer of their wealth.
    5. They have planned who will become guardians to their children if both (the parents) of them pass away.
  • Your clients will have the opportunity to select from a wide range of estate planning products and services.
  • With your help, your clients will become more efficient in protecting their own and their family’s financial future.
  • Taking advantage of unique and professional advice delivered by you, your clients will receive a service they can trust and continue to use long into the future.
  • Your clients can benefit from our safe and secure storage facility for their documents with the Will Effect Archive Facility.

About NexGen

NexGen Estate Planning Solutions P Ltd. (NexGen) is promoted by AAFM India and CCC Will Effect (WillEffect) to act as a trusted partner to all Financial Intermediaries, Financial Advisors / Planners (FAs/FPs), etc. on estate and succession planning matters. While AAFM is a leader in awarding international certifications in finance, offering global finance courses like the Chartered Wealth Manager Certification (CWM®) and other designations, which are delivered as per global standards in partnership with associate organizations worldwide. AAFM India programs combine state-of-the-art knowledge and skills in wealth management, private banking, family office management, financial and equity analysis with practical experience and insights into the functioning of the financial sector.

WillEffect is one of the leading companies in estate and succession planning offering services and solutions relating to Wills, Trusts and Succession Advisory Services.

This platform is expected to provide end-to-end estate planning solutions covering the entire gamut right from estate planning audit, wills & related services such as safe keeping and probates to customized trusts, business succession planning solutions and bereavement advisory services, thus enabling financial intermediaries to offer a complete bouquet of services to their clients.

NexGen delivers these services in association with WillEffect via a robust platform designed exclusively for financial intermediaries, its member FAs/FPs, etc. The NexGen team comprising of experienced lawyers, chartered accountants and bankers and having a cumulative experience of more than 100 man-years in estate and succession planning, work closely with the financial intermediaries & FAs/FPs to understand all the sensitive and confidential issues of their clients to deliver an efficient and expeditious solution.

We offer clients two service delivery models: an online option for those who want to avail of our will writing and related services from the comfort of their homes; an offline model where the client would like to interact with our team of lawyers to seek advice and solutions for their complex inheritance objectives.

Our Services

Delivering Cutting Edge Wealth Transfer Solutions

Comprehensive audit of your estate to ensure smooth and efficient transfer of assets to your intended beneficiaries.

What is a Will?

A Will is a legal document you draw up to declare your wishes for your loved ones as to how you want your assets to be distributed after you passed on.

WHY DO I NEED A WILL?

Without a Will, your assets could give more troubles than benefit to your family at a time when they are most vulnerable. Your loved ones could be involved in a long drawn legal process or fighting in a complex legal battle with other family members.

Without a Will, the law will decides who your beneficiaries, trustees and guardian would be. There is a legal process to go through before your loved ones can benefit from your assets. Leave nothing to chance. Make a Will and the law will protect your wishes.

Complete suite of services including will drafting, will updation including safe keeping, registration of wills, probates, will validation services and executorship services

An unique trust product to safeguard the interest of a minor/special child on death of his/her parent

Planning ahead for your child is never easy, more so when you are not around. It is even more difficult if your child is a special child or disabled or suffering from a major illness. How can you ensure that your child will be taken care of when you are not around?

When planning, you may wish to consider the few points below:-

Who will take care of your child should you become critically ill or permanently disabled?

Would your special child be able to fend for himself when you are no longer around?

If your child needs constant medical attention or is suffering from a major illness, would your appointed Guardian have the time and resources to provide such attention taking into account that he/she is working or has a family of his/her own?

Does your child need nursing care in the comfort of his/her home? How do you ensure there is continuous nursing care for your child upon your demise?

How do you ensure your special child gets the proper medication, education and upbringing?

What is the cost to take care of a special child?

Is the Guardian able to provide full attention to a special child?

What are the financial resources of the Guardian like?

Can the Guardian afford to pay for the school fees for the special child?

Who will make sure the funds that you have allocated for your child is well managed?

Whom can you entrust to ensure the assets you have set aside for is not abused by unscrupulous third parties?

What is Trust?

A Trust is an estate planning instrument for an Individual to ensure that his assets are protected and looked after by a Trustee or Trustees for the benefit of the trust beneficiaries.

How does a Trust work?

The Trustee receives the assets from the Settlor and is legally obligated to hold and manage the assets for the enjoyment of the beneficiaries during the trust period set by the Settlor

WHY SET UP A TRUST?

  1. Distributes the way you want it to
    For example, set goals to be achieved (such as a college degree) before your loved ones receive anything from the trust or to be used for their medical expenses. This avoids wastage of the trust fund.

  2. You decide who is to receive
    Just like a Will, it is your choice, no one can challenge it.

  3. No fuss and instantly available as it is not part of the estate
    No lengthy legal process. Trust Fund is readily available for the beneficiaries’ use because it is in the Trustee’s name. It complements the Will you wrote.

  4. Have a peace of mind
    Once the trust is created and the Protector appointed, the well-being of your beneficiaries are taken care of.

  5. Assets can be protected from creditors - Irrevocable Trust
    When assets have been in the trust for more than 5 years.

  6. Not easily contested
    Disgruntled family members who are not receiving anything from the trust are unable to make claims against the trust because the assets are no longer under your name.

  7. Your instructions on distribution in the Trust Deed can prevent you wealth from being squandered

In case of an intestate death, comprehensive advice to Advisors to help the client’s family to transfer ownership of all the assets in his/her demise.

A complete package including PoA drafting, safe keeping of PoAs and verification of “trigger events” before hand-over to PoA holder to prevent possible misuse

These are customised advisory services along with implementation assistance relating to estate and succession planning. These services include:

  1. All round legal assistance including advising on the best course of legal action in any given situation, drafting of gift deeds, conveyance deeds and Power of Attorneys
  2. Advising and structuring of cross-border transfer of assets eg to one’s child in US, keeping in mind the recipient country’s laws and regulations
  3. Pre-nuptial agreements and other special situation cases
  4. Advising, structuring and establishing of (ir)revocable living trusts
  5. Business Succession advisory
  6. Advising on family estate reorganizations
  7. Advising on all HUF related matters

How to Become ?

How to become NexGen Professional Estate Planner?

  1. Sign up as a NexGen Estate Planner to receive your full business pack including instruction forms, marketing materials, adviser product guides and more.
  2. Come along to our Estate Planning training. We believe that knowledge is power - the better informed you are, the better you will be able to advise your client.
  3. Conduct and Estate Planning Audit of your Client to assess their Estate Planning status. Identify the threats and suggest modifications.
  4. Take your clients ‘will’ and other ‘Estate Planning Tools’ instructions using our simple and straightforward instruction form. Need to confirm a few points along the way? Give us a call and we'll talk you through some options you may want to suggest to your client.
  5. Submit your instructions.............and we'll take care of the rest!

Our products and services are designed for you to use as a practicing Instruction Taker/Adviser in conjunction with the services you currently offer. Revenue is generated by initial income and renewal income - all you pay us is the document preparation fee - we work in partnership with you and support you to build your business.

All training requirements can be supplied to all of our NexGen registered Professional Estate Planner and our easy to understand support material, such as our product guide, provides a great structure for you follow when taking your clients' will instructions. If there's anything you're not sure about, our staff have in depth experience and knowledge of complete estate planning and will comprehensively support your learning requirements.

As an NexGen Estate Planner, you will find all our products and systems easy to understand and explain to your clients. You can also complete our simple ‘Will’ & ‘Estate Planning Tools’ instruction forms electronically, ensuring a quick and secure service to you and your client. You will have access to the NexGen exclusive online ‘Will’ & ‘Estate Planning’ Instruction Program. This industry leading platform is simple and easy to use. Once the Instruction Form is completed, return it to us and we do the rest for you.

Contact Us

Nexgen Estate Planning Solutions Pvt Ltd.



Nexgen Estate Planning Solutions Pvt Ltd.

910, Plot No. A-08, Bigjos Building,

Netaji Subhash Place,

Delhi-110034

India

E-Mail: info@nexgentransfer.com