Will drafting, trust structure, succession planning, and tax-optimised asset transfer.
Mumbai Chartered Advisor
Wealth Management
Inclusive of all taxes
Expert confirmation within 24 hours
After booking, our team or the expert will connect with you within 24 hours to confirm timing, requirements, and the next step.
Service mode: Hybrid
Service Specifications
| Engagement Mode | 1-on-1 Direct Consultation |
| Confidentiality | NDA Protected Engagement |
| Document Sharing | Secure Encrypted File Exchange |
| Revision Rounds | Up to 2 Rounds Included |
| Communication | Email, Video Call, Phone |
| Payment Escrow | GlobalHBC Protected Payment |
| Primary Deliverable | Custom Legally Binding Will draft |
| Audit coverage | Asset distribution, trust formation consultation |
Booking & Policies
| Expert Category | Verified Professional Advisory |
| Credential Verification | GlobalHBC Verified Credentials |
| Average Response Time | Under 4 Business Hours |
| Languages Supported | English, Hindi (Regional on request) |
| Acceptance Rate | 94% within 24 Hours |
| Session Structure | Two 45-minute discovery and review video calls with Senior Advocate |
| Asset Coverage | Properties, mutual funds, corporate shares, insurance policies, bank lockers |
Ensure smooth succession of assets. We consult on family trust creation, write your Will, and advice on tax-friendly asset transfer schemes.
Our advisory process starts with a discovery call to understand your goals, followed by document review, structured analysis, and a final deliverable presentation. You are kept in the loop at every stage.
At the end of the engagement, you receive a structured deliverable that summarizes the findings, recommendations, and the next steps. The package is designed to be immediately usable by you or your team.
All deliverables are clearly documented in the engagement letter shared before work begins. The scope of work defines the exact outputs, timelines, and revision rounds covered by the fee.
All shared documents and conversations are protected under a strict non-disclosure framework. Personal data is handled in line with applicable data protection regulations and never shared with third parties.
If the expert is unable to deliver as committed, a partial or full refund is processed through GlobalHBC escrow. Disputes are reviewed by our advisory team within 3 business days for fair resolution.
Includes step-by-step guidance on how to register your Will with the Sub-Registrar. Physical advocate presence is optional.
Ratings & Reviews
Outstanding depth of knowledge. Worth every rupee spent.
Excellent problem-solving skills. Solved my tax issue quickly.
Brilliant strategist! Helped me restructure my business plan.
