Planning your Will is one of the most important steps you can take to secure your family’s future. It is more than just a legal document—it is your voice, your values, and your vision carried forward.

I want to share with you how I, as your CERTIFIED FINANCIAL PLANNER™ and Financial Freedom Specialist, can guide you in this process.

Why I Am Competent to Help You

• As a CFP®, I bring decades of expertise in understanding family wealth, succession planning, and long-term financial planning.
• Being NLP-trained, I can guide you in making mindful decisions about what to Will, what to donate, and in what proportion.
• Unlike a purely legal approach, I help you uncover the complete picture of your financial assets, liabilities, and family responsibilitiesbefore any drafting begins.
• Once we establish this clarity together, engaging an advocate for legal drafting or registration becomes straightforward.

How My CFP Role Helps in Drafting Your Will

• Taking stock of your assets (properties, accounts, investments, jewellery, businesses).
• Understanding liabilities (loans, guarantees, family obligations).
• Aligning your Will with your financial goals and tax implications.
• Ensuring your wishes for beneficiaries, guardianship, and dispute safeguards are clearly structured.

This ensures your Will is not only legally valid but also financially sound and emotionally balanced.

What You Will Achieve

• A Will tailored to your family’s needs.
• Clarity on guardianship, asset distribution, and safeguards.
• Peace of mind that your legacy is secure and aligned with your financial plan.

Tentative Fee Structure (Indicative Only)

Depending on the complexity, I offer three broad service tiers:

• Basic Will Drafting(₹15,000 – ₹25,000) – For simple family structures with limited assets.
• Comprehensive Will & Asset Mapping(₹30,000 – ₹50,000) – For couples with children, multiple properties, or specific bequests.
• Advanced Estate Planning Package(₹60,000 – ₹1,00,000+) – For complex families, HUF/businesses, trusts, or charitable bequests.

Note: This is a tentative fee structure to give you an idea. The final quote will depend on the scope of work and the complexity of the assets. Please treat this as an indicative amount, not the final fee.

Applicable Additional Costs

• Advocate’s fee (if legal vetting/representation is required) – extra.
• Court assistance fee (if probate or related) – extra.
• Applicable GST – extra.
• Other charges (registration, stamp duty, notarization) – billed at actual costs.

Your Next Step – Quick Questionnaire

To recommend the right plan, I need to understand your family and assets. Please fill in this short  [Will Planning Questionnaire-Basic Information] – to help me assess your scope of work and give you a quote. Enclosed Word File -1

This will help me:

• Map your family structure
• Understand your assets & liabilities
• Identify your priorities and potential risks

Questionnaire QR code

Learn More Before You Begin

I’ve written guides to help you prepare:

• How to Plan Succession as a Couple with Will, Trust & Gift in 7 Steps
• Avoid Land Disputes with Will Strategies in India
• How to Prepare a Living Will as a Couple
• How to Defend Your Will: Safeguard Your Family’s Interests
• 10 Essential Tips for Writing a Will
• Will in 5 Steps

To guide you effectively and provide a fair quote for my services, and to get started with your WILL process, FINALLY  I would request you to kindly provide information in three simple steps:

• Basic Information – to help me assess your scope of work and give you a quote
• Draft Will Details – the legal content required for preparing your Will.
• Documents Checklist – what you will need at the time of actual Will execution with an advocate. 

Please fill and submit the questionnaire and Once I receive these details, I will recommend the most suitable service package and guide you through the next steps.

Ready to safeguard your family’s legacy?

• Fill out the questionnaire above.
• Choose your service tier.
• Please book a consultation with me today here

Disclaimer

This service provides financial and strategic guidance for Will and Estate Planning. It does not replace professional legal advice. For execution, clients are encouraged to consult a qualified advocate.