Join India's Fastest-Growing Estate Planning Network
Offer premium succession planning to your clients. Earn more. Work smarter. Build legacy solutions that matter.
Add Estate
Planning
Give clients a complete solution for wealth protection and succession.
Unlock New Revenue
Turn trusted client relationships into meaningful new opportunities.
Protect What Matters
Help families preserve their wealth and legacy for generations..
Apply for Partnership
Takes under a minute. Our team calls you within 24 hours.
Add real, recurring income — without hiring or legal hassles
Plug-and-play estate planning system
Back-end support from legal experts
Premium training from India's top estate planning firm
No prior experience in wills or trusts required
Already advising clients? This is built for you.
If your clients already trust you with their money, health, or property — estate planning is the natural next conversation.
Wealth Advisors
CFPs, RIAs & Fund Distributors
Tax & Compliance Advisors
Legal Professionals
Property & Insurance Advisors
We do the heavy lifting. You focus on clients.
Legal & Technical Back End
You don't need to draft anything yourself — our legal desk handles wills, trusts and family settlement documentation.
Sales Toolkit & Templates
Client-ready presentations, proposal templates and objection-handling scripts so you can pitch confidently from day one.
Certified Training
A structured certification covering wills, trusts and succession — built for professionals, not lawyers.
Dedicated Client Success
A client success manager shepherds every case through delivery so nothing stalls on your desk.
Recurring Income Model
Get paid on consultations and on execution — one relationship can pay you more than once.
Still deciding? Talk to a partnership manager first.
No pressure, no cost to apply. A quick call is often enough to see if it's a fit — then you decide.
Request a Callback
Leave your number — we'll call within 24 hours.
From advisor to NexGen Estate Planner
Every partner walks the same proven path. Scroll to watch it unfold.
Apply & Get Onboarded
Share your profile — we verify and onboard you as a certified partner.
Certified Training
Complete our estate planning certification: wills, trusts, family settlements.
Tools Go Live
Access presentations, templates and the full legal back-end desk.
First Clients, First Wins
Our team helps you open, structure and close your first cases.
Recurring Legacy Income
Earn on every consultation and execution — ₹50K to ₹2L+ a month.
A full team behind every partner
Pooja Chaudhary
Senior Legal Advisor
Supriya
Senior Legal Advisor
Bhoomika Saxena
Legal Advisor
Kirti Sharma
Legal Advisor
Shivangi Singh
Legal Advisor
Deen Dayal
Legal Advisor
Dr. Deepak Jain
Founder & Lead Estate Planning Counsel · NexGen Transfer
Dr. Deepak Jain is among India's most sought-after estate planning lawyers — with over two decades of practice spanning the full spectrum of succession, trust, and estate law. His clients include first-generation wealth creators, multi-generational business families, senior executives, and NRIs with complex cross-border estates.
What sets Dr. Jain apart is not just legal expertise — it is his ability to navigate the deeply personal dimensions of estate planning. He understands that behind every trust is a family, a set of relationships, and a vision for the future.
Hear from our estate planning partners
Frequently asked questions
No. Most partners are financial advisors, CAs, or insurance professionals with no prior wills or trusts experience. Our training and legal desk cover the technical side.
Active partners typically earn between ₹50,000 and ₹2,00,000 a month, depending on how many clients they bring into consultations and how many cases move to execution.
Wills, trusts, family settlements, nomination vs. succession, and how to position estate planning conversations with existing clients.
Yes. Beyond your own client base, our team supports lead generation, positioning and handholds you through closing and delivery.
There's a one-time partner enrollment for certification and toolkit access — full details are shared on your application call, with no hidden costs after that.
You earn on two stages — the initial consultation fee, and again on successful execution of the estate plan — paid out on a recurring basis as cases close.
Ready to build your legacy business?
Join India's fastest-growing estate planning network — earn more, work smarter, and offer something that lasts generations.
Apply for Partnership
Last step — we'll take it from here.