Wills and nominations for assets in two countries
A referral to estate lawyers for a US will or trust and an Indian will, plus an audit of the nominations on your Indian accounts.
If you own assets in both the US and India, one will may not work well in both places. Many families use a separate will for each country, written so that neither cancels the other.
In India, the nominee on a bank account or investment receives the money but may not be the final legal owner. Your will and your nominations should say the same thing.
What this covers
- A US will or living trust.
- An Indian will for your Indian assets.
- Nominations on bank accounts, PPF, and investments.
- Guardians for children, and powers of attorney.
Nomination and document audit
We list the nominee on each of your Indian bank accounts, PPF, demat account, mutual funds, and insurance policies, and compare them with your will. You get a list of mismatches and missing nominations to correct.
We also check whether an old will is still valid: whether it was signed and witnessed properly, and whether it still matches your family, your assets, and the country you live in.
How it works
Email us what you need. We introduce you to a partner who does this work, and they quote their own terms. You decide whether to go ahead.
Common questions
In India the nominee generally receives the money, but usually holds it for the legal heirs under your will or the succession law. A mismatch often leads to delays and family disputes, so it is better to make them agree.