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
1️⃣ Consultation with Lawyer – Discuss your requirements and objectives.
2️⃣ Trust Deed Drafting – A legally sound Trust Deed is prepared.
3️⃣ Schedule Registration – Appointment at the Sub-Registrar Office.
4️⃣ Document Submission – Present relevant property and identity documents.
5️⃣ Witness Signatures – Two witnesses must sign in the presence of the Sub-Registrar.
6️⃣ 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.
✔ 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.
🔹 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.
🔹 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.
🔹 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.
✅ 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.
2️⃣ Trust Deed Drafting – A legally sound Trust Deed is prepared.
3️⃣ Schedule Registration – Appointment at the Sub-Registrar Office.
4️⃣ Document Submission – Present relevant property and identity documents.
5️⃣ Witness Signatures – Two witnesses must sign in the presence of the Sub-Registrar.
6️⃣ Trust Registration – Official registration of the trust.
📌 Trust Deed Preparation – A legally compliant and customized Trust Deed.
📌 Registration Assistance – End-to-end support with documentation and trust registration.