Estate Planning

Estate planning is about more than just writing a Will—it’s about ensuring that your wealth is protected, your wishes are honoured and your loved ones are provided for across generations and jurisdictions. At Saviesa Advisors, we work closely with you to design personalised estate plans that are legally sound, tax-efficient and aligned with your family’s long-term goals.

Our services include drafting Wills that reflect your intentions with clarity and precision, as well as establishing trusts where appropriate to manage and distribute assets effectively. Whether you’re dealing with property, investments or international assets, we ensure your estate plan takes into account all legal, financial and personal considerations minimising disputes and delays in the future.

We specialise in helping families with cross-border connections whether it’s Indians settled abroad planning for assets in India or resident families managing foreign inheritances; we structure estate plans that are compliant with Indian laws while keeping in mind the legal frameworks of other relevant jurisdictions. This includes navigating foreign exchange regulations, disclosure requirements and tax implications on both ends.

At Saviesa Advisors, we combine legal expertise with sensitivity to family dynamics. Our goal is to give you peace of mind, knowing that your legacy is protected and your loved ones are supported no matter where they are in the world.