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The advantages of planning your Estate:

• Distribution of assets as per one’s wish and not as per personal law

• Asset protection from within or outside the family

• Avoid disputes/conflicts within the family

• Continual support to the dependent beneficiaries e.g. minors,

parents, medical emergencies, etc.

• Demarcation between personal and business income

• Optimize global taxation where the children are settled abroad

• Wealth preservation and consolidation

Estate planning can be important for:

• A business house, entrepreneur or professional

• Nuclear or joint family

• A family with no legal heir

• An NRI with assets in India

• A family with beneficiaries overseas

• Parent of a special child

Our services include:

Will

- We offer drafting, registration and safe custody of Wills

Trust formation

- Drafting of Trust Deeds

- Registration of Trust Deeds

- Management of Trust as Trustee or Managing Trustee

Custodial Services

- Safe custody of Will and Trust Deed

- Safe custody of property documents mentioned in a Will or held

under a Trust

Executorship Services

- Obtaining letter of administration and probate from the Court

- Identifying assets of the Testator

- Distributing the assets to the beneficiaries

Trustees or Managing Trustees

- Transferring movable (i.e. investments) and immovable (i.e.

real-estates) to the Trust

- Property management

- Family welfare and distribution as expressed in the Trust Deed

Amicorp Trustees (India) Pvt. Ltd. (ATIPL),

an integral part of Amicorp Group, concentrates exclusively in Estate & Succession planning

services for Indian residents, NRIs and PIO/OCI card holders. Through Estate planning you can safeguard the interests of your loved ones and

yourself by ring-fencing your assets, enjoying the benefits during your lifetime and distributing the same as per your wishes after your demise.

Estate Planning is for everyone regardless of age, marital status or net worth.

Amicorp Trustees (India) Pvt. Ltd. offers tailor made solutions for effective estate and succession planning, including estate management,

preservation and legacy.

Amicorp Group (Amicorp) specializes in trust and company management services, business process outsourcing as well as fund

administration services. Working with trusted business partners, we provide private wealth and estate planning, real estate property

management, and corporate, asset and project finance structuring. We deliver responsive administrative, fiduciary and corporate

structuring services to a broad range of corporate and high net-worth clients.

For more information on how we can assist, we invite you to contact:

Amicorp Trustees (India) Pvt. Ltd. (Mumbai)

# 63, Maker Chambers VI | 6th Floor | Nariman Point

Mumbai 400 021 | India

Tel.: +91 22 2204 9895/96 | Fax: +91 22 2204 9893

Email:

[email protected]

Amicorp Trustees (India) Pvt. Ltd. (New Delhi)

Flat # 1010 | Ansal Bhawan 10th Floor | 16 KG Marg

New Delhi 110001

Tel.: +91 11 4256 4603 / 604 | Fax: +91 11 4256 4605

Please note:

Amicorp does not provide legal or tax consulting or asset management services. Potential clients are advised to obtain legal and tax advice

in each jurisdiction where they will be active. Amicorp regularly refers to and liaises with both legal and tax experts in all our operation jurisdictions.

AMICORP GROUP

IF YOU ARE READY TO GO THE DISTANCE,

WE ARE READY TO TAKE YOU THERE.

ATIPL has its presence in

Mumbai, Delhi, Bangalore