Estate Planning & Will Writing
Secure your legacy and protect your wealth & your loved one regardless of your net worth.
Course Description
In India, where family dynamics and legal systems can complicate inheritance, estate planning ensures your wishes are clear & disputes are minimized. Estate planning is beyond wealth. It is about control, care, and clarity for loved ones. One must understand why it’s vital for everyone to craft a legally valid will, appoint key roles, and avoid common pitfalls. This session equips you with the knowledge, tools and confidence to create a legally valid will, safeguarding your loved ones’ future and your legacy.
Most Suitable For
Employees at all levels
Key Learning Outcomes
- Knowledge about estate planning and will drafting
- Understand the importance of estate planning to secure financial and emotional peace for the families
- Identify key components of estate planning: wills, nominees, power of attorney, and guardianship
- Follow the process to draft a legally valid will. Apply practical strategies to communicate estate plans effectively with family members
- Follow the process to draft a legally valid will
- Apply practical strategies to communicate estate plans effectively with family members
Coverage
- The importance of estate planning for every individual, regardless of net worth
- Key components for estate planning - Will, nominee, power of attorney, and guardianship
- A step-by-step guide to writing a Will and making it legally valid
- Common legal and emotional mistakes to avoid
- Interactive Q&A to address specific concerns
Andragogy
- Facilitator led discussion, individual & group exercises, quizzes, chat, videos, App based activities, Q&A.
Offerings
- F2F, Live Virtual Class & Webinar mode​
- X’CEL approach for highly experiential, contextualised to the client’s business context for learner delight​
- Optional Customization - Duration of Programs
- Training needs analysis prior to design and delivery for maximum program value & impact​
- Pick & choose from a ready list or we can create one for you​
- Facilitators with 15+ yrs. experience with deep subject knowledge & specialization​
What Participants Say
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