Family trust registration service
Protect Your Wealth with a Family Trust
Managing assets and ensuring your family’s financial security can be complex. A Family Trust offers a structured and legally secure way to protect your wealth for future generations.
Safeguard Your Assets – Custom-tailored trust solutions to meet your needs.
Maximize Tax Benefits – Potential tax advantages for your beneficiaries.
Expert-Led Process – Seamless trust setup guided by seasoned legal professionals.
Affordable Pricing – Comprehensive Family Trust services starting at ₹4,999.
Family Trust Registration Process
Schedule a Consultation – Book a call with a legal expert.
Discussion & Property Details – Share your requirements and asset details.
Drafting the Trust Deed – A lawyer prepares the trust document.
Appointment for Registration – A registration date is scheduled.
Trust Registration – The trust is officially registered at the Sub-Registrar’s Office.
Key Components of a Trust
Trustees – Individuals or entities responsible for managing the trust.
Settlor – The person who establishes the trust.
Beneficiaries – Those who receive benefits from the trust.
Terms & Conditions – Defined in the Trust Deed, specifying asset management and distribution.
Assets – Can include property, stocks, bonds, cash, and more.
Benefits of Registering a Family Trust
Asset Protection – Shields assets from legal claims, creditors, and liabilities.
Tax Planning – A trust, being a separate legal entity, offers tax-saving opportunities.
Protection of Minors – Ensures assets are managed for those unable to do so, like minors.
Avoidance of Probate – No ownership change upon the settlor’s death, avoiding probate.
Control After Demise – Enables control over asset distribution even after death.
Prerequisites for Drafting a Family Trust
Trust Deed – Primary document outlining trust details (name, objectives, settlor, trustees, beneficiaries, etc.).
Identification Proof – Aadhaar, Passport, Voter ID, or Driving License of the settlor and trustees.
Photographs – Recent passport-sized photos of the settlor and trustees.
Declarations – Signed statements from the settlor and trustees confirming their roles.
Proof of Property – Ownership proof or a nominal trust fund if no immovable property is involved.
Stamp Duty & Registration Fee – Payment receipt for the required fees.
Family Trust Registration Process
Consultation with Lawyer – Discuss your requirements and objectives.
Trust Deed Drafting – A legally sound Trust Deed is prepared.
Schedule Registration – Appointment at the Sub-Registrar Office.
Document Submission – Present relevant property and identity documents.
Witness Signatures – Two witnesses must sign in the presence of the Sub-Registrar.
Trust Registration – Official registration of the trust.
Deliverables
Expert Consultation – Guidance on trust formation and its benefits.
Trust Deed Preparation – A legally compliant and customized Trust Deed.
Registration Assistance – End-to-end support with documentation and trust registration.
Safeguard Your Assets – Custom-tailored trust solutions to meet your needs. Maximize Tax Benefits – Potential tax advantages for your beneficiaries. Expert-Led Process – Seamless trust setup guided by seasoned legal professionals. Affordable Pricing – Comprehensive Family Trust services starting at ₹4,999.
Schedule a Consultation – Book a call with a legal expert. Discussion & Property Details – Share your requirements and asset details. Drafting the Trust Deed – A lawyer prepares the trust document. Appointment for Registration – A registration date is scheduled. Trust Registration – The trust is officially registered at the Sub-Registrar’s Office. Trustees – Individuals or entities responsible for managing the trust. Settlor – The person who establishes the trust. Beneficiaries – Those who receive benefits from the trust. Terms & Conditions – Defined in the Trust Deed, specifying asset management and distribution. Assets – Can include property, stocks, bonds, cash, and more. Asset Protection – Shields assets from legal claims, creditors, and liabilities. Tax Planning – A trust, being a separate legal entity, offers tax-saving opportunities. Protection of Minors – Ensures assets are managed for those unable to do so, like minors. Avoidance of Probate – No ownership change upon the settlor’s death, avoiding probate. Control After Demise – Enables control over asset distribution even after death. Trust Deed – Primary document outlining trust details (name, objectives, settlor, trustees, beneficiaries, etc.). Identification Proof – Aadhaar, Passport, Voter ID, or Driving License of the settlor and trustees. Photographs – Recent passport-sized photos of the settlor and trustees. Declarations – Signed statements from the settlor and trustees confirming their roles. Proof of Property – Ownership proof or a nominal trust fund if no immovable property is involved. Stamp Duty & Registration Fee – Payment receipt for the required fees. Consultation with Lawyer – Discuss your requirements and objectives. Trust Deed Drafting – A legally sound Trust Deed is prepared. Schedule Registration – Appointment at the Sub-Registrar Office. Document Submission – Present relevant property and identity documents. Witness Signatures – Two witnesses must sign in the presence of the Sub-Registrar. Trust Registration – Official registration of the trust.
Expert Consultation – Guidance on trust formation and its benefits. Trust Deed Preparation – A legally compliant and customized Trust Deed. Registration Assistance – End-to-end support with documentation and trust registration.