Your family's wealth deserves morethan a will.
NexGen Transfer advises Indian families and NRIs on Private Family Trust structuring — delivering legal protection, complete privacy, and a seamless transfer of wealth across generations.
What a will alone
cannot protect you from
Without a properly structured legal instrument, even substantial wealth can be delayed, disputed, or diminished. These are the situations we are engaged to prevent.
Prolonged Probate Proceedings
A will requires court probate in India — a process that typically takes two to seven years and freezes all assets in the interim.
Succession Disputes Among Heirs
Ambiguities in a will frequently result in contested proceedings that deplete the estate and damage family relationships for years.
Exposure to Creditor Claims
Assets held personally remain vulnerable to professional liabilities, business insolvencies, and third-party claims — a trust prevents this.
No Provisions for Minor Children
In the absence of a trust, courts appoint a guardian to manage assets — a process that is slow, costly, and far removed from your intentions.
A Will Enters the Public Record
Probated wills become publicly accessible. A Private Family Trust is never filed with any court — your family's affairs remain entirely private.
NRI Complexity and FEMA Exposure
Managing Indian assets from abroad without a compliant structure exposes NRIs to FEMA violations, tax notices, and administrative delays.
Structured.
Considered. Thorough.
Our process is designed around one principle: you proceed only when you understand and agree with every detail. There is no pressure, and no rushing.
Confidential Discovery Meeting
A detailed, no-obligation conversation about your family, assets, and intentions. Advisory, not transactional.
ComplimentaryBespoke Trust Design
Our legal team drafts a trust structure tailored specifically to your circumstances — beneficiary provisions, trustee powers, succession mechanics.
Weeks 1 – 2Review and Revision
You review the draft deed in full with our advisors. We revise until you are completely confident in every provision. There is no fixed number of revisions.
Weeks 2 – 4Execution and Registration
We manage stamping, notarisation, and registration under the Indian Trusts Act. You sign once; we handle the rest.
Weeks 4 – 6Ongoing Advisory Relationship
Annual reviews, trustee guidance, asset additions — we continue to advise as your circumstances evolve.
Ongoing"A trust is not merely a legal instrument — it is the expression of a family's intention, made permanent and protected."
— NexGen Transfer, Advisory Philosophy
We work with a limited number of families each month to ensure the quality of advice does not diminish with volume. Our engagements are unhurried, thorough, and built for the long term.
How a Private Family Trust
compares
A will and a trust serve different purposes. The distinction, in practice, is significant.
| Consideration | Will Alone | Private Family Trust |
|---|---|---|
| Bypasses probate court | No | Yes |
| Immediate asset access for family | No — 2 to 7 year delay | Yes — on passing |
| Protection from creditor claims | No | Yes |
| Remains private | No — public record | Yes — never filed |
| Operative during settlor's lifetime | No | Yes |
| Provisions for minor beneficiaries | Limited | Fully customisable |
| NRI and FEMA compliance | Not structured for NRIs | Fully compliant |
A will remains a valuable instrument and complements a trust in most estate plans. Our advisors will recommend the appropriate role of each in your specific situation.
MEET OUR EXPERT
Led by Dr. Deepak Jain & Estate Planning Experts
With over two decades of experience in succession and estate planning, Dr. Jain leads our team of dedicated professionals committed to protecting your legacy.
Who we advise
Our practice serves families and individuals who have built wealth and wish to protect it. If your total assets exceed ₹50 Lakh, we are in a position to advise you.
Business Owners & Promoters
Separating personal wealth from business liabilities and structuring a smooth business succession.
High-Net-Worth Families
Consolidating properties and portfolios under a single, protected legal structure.
Parents of Young Children
Ensuring minors are protected with structured, enforceable provisions for their future.
Non-Resident Indians
Managing Indian assets from abroad through a FEMA-compliant structure, conducted entirely remotely.
Medical & Legal Professionals
Protecting family wealth from professional liability claims and malpractice proceedings.
Families with Dependent Members
Establishing structured, long-term provisions for members requiring ongoing financial care or support.
What our clients say
Common questions
Begin with a
confidential conversation.
There is no obligation in speaking with us. Our first meeting is an opportunity for you to understand your options clearly, before making any decision.
Your family's future
deserves to be protected today.
Speak with an advisor at no cost. Understanding your options takes one conversation.