How to Join Nexgen as an 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.

  • 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.

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. Collection, management, and investment of trust assets
  5. 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.
  6. 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.


We will help you every step of the way


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