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Succession or Legal Heir Certificate in the absence of a Will
Surrender of PAN, Passport, Voter ID
IT return filing, transfer of utilities etc.
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A FREE directory of documents to transfer financial assets post demise.
Plan ahead for essential asset transfer services to ensure your family has the support they need after you are gone
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Understanding these steps and the associated legal framework is crucial for establishing a valid and functional Trust.
This article provides a detailed guide on how to create a Trust in India, covering the essential steps, legal requirements, and potential tax benefits
Understanding the taxation of private Trusts is crucial for ensuring compliance with legal requirements and optimising tax benefits.
In India, trustee deeds serve as fundamental documents that govern the establishment and operation of a Trust.
A Power of Attorney (POA) is a crucial legal document that empowers an individual to act on behalf of another in various legal and financial matters.
This article tells you if US citizens can inherit agricultural land in India, addressing the relevant regulations, processes, & tax implications.
When a person dies without leaving a Will, known as dying intestate, the distribution of their estate is governed by intestate succession laws.
In the realm of medical treatment and research, the concepts of consent and informed consent are fundamental to ethical practice and patient autonomy.
In the realm of estate planning and personal health care, understanding the distinctions between Living Wills and regular Wills is crucial.
In an increasingly digital world, the importance of addressing digital assets in estate planning cannot be overstated.
The role of an Executor is pivotal in ensuring that the deceased's wishes are carried out accurately and efficiently.
This article explores key aspects of end-of-life care, offering tips and considerations to navigate this important journey.
A Living Will is a legal document that outlines a person’s wishes regarding medical treatment when they are unable to communicate their decisions.
Witnesses play a pivotal role in verifying the authenticity and legality of a Will.
In India, the probate process involves various costs, including court fees, legal fees, and administrative expenses.
Probate is a legal process that takes place after someone’s death, ensuring that the deceased person’s Will is executed according to their wishes.
This article aims to dispel these myths by providing clear, accurate information about the probate process.
This guide will walk you through the probate process, and provide insights into how long you can expect the process to take.
If you're unfamiliar with the probate process or have questions about how it works in India, this article will answer all your questions.
The absence of a Will often leads to complications in determining the rightful heirs and the distribution of the deceased's property.
The probate of a Will is a critical legal process that many in India misunderstand or are hesitant to engage with due to prevailing myths.
In today's fast-paced world, understanding the fundamentals of personal finance is essential for anyone looking to secure their financial future.
In today’s dynamic and often unpredictable business environment, managing risk has become an integral part of any organisation’s strategy.
Corporate finance is a critical component of any business, but for startups, it is often the cornerstone of survival and growth.
In India, where the economic landscape is ever-changing, having a clear plan can help navigate financial challenges and ensure a stable future.
This guide will provide insights into mutual funds, exchange-traded funds (ETFs), diversified portfolios, and index funds.
The role of financial managers is becoming increasingly crucial as more individuals seek professional guidance to navigate their financial journeys.
Improving financial literacy can lead to enhanced financial security and economic prosperity.
With the right strategies and tools, you can achieve financial stability, security, and success.
This article explores the role of a financial planner, the services they offer, and whether you need one.
Whether you are starting your career, raising a family, or preparing for retirement, a well-thought-out financial plan can make all the difference.
Your guide to understanding, planning and managing personal finance.
This guide delves into the key aspects of financial management, its scope, and the pivotal role financial managers play.
Financial freedom means having enough savings, investments, and cash on hand to afford the lifestyle you want for yourself and your family.
Finding the right CFP is crucial for achieving your financial goals, whether it’s retirement planning, investment planning, or risk management.
Achieving a comfortable retirement requires meticulous financial planning.
Managing your finances effectively is essential for achieving financial security and ensuring a stable future.
In the rapidly growing Indian economy, managing wealth effectively is crucial for long-term financial security and personal financial goals.
Preparing your Will isn't something to postpone. Here are the 10 most important things to remember to ensure your wishes are honoured.
This guide explores various financial management strategies, their importance, and how they can be implemented in Indian businesses.
In this article, we will explore the best financial planning tools available in India, how they work, and their benefits.
A family financial planner helps families navigate their financial journey, ensuring they have the resources to meet immediate needs and future goals.
This guide will explore the 50 30 20 rule in depth, including its application in tax planning, and will also touch on its role in estate planning.
This guide will walk you through the financial planning process, helping you develop a plan that covers all aspects of your financial life.
We walk you through the process of investing in SIP mutual funds, helping you understand the concepts, benefits, and strategies for maximising returns
Building an emergency fund ensures that you are prepared for unexpected events, helping you stay on track with your financial goals.
Understanding the Income Tax Act is crucial for anyone engaged in financial planning, particularly in the context of estate planning.
Understanding how to integrate property tax into a tax planning strategy is essential to fulfill legal obligations and optimise financial health.
The Income Tax Department offers guidelines and resources for tax-saving strategies, making it easier for taxpayers to navigate their options.
This article delves into LTCG, its implications for estate planning, and how to minimise tax liabilities while ensuring a secure financial legacy.
Understanding these taxes is crucial for anyone looking to safeguard their assets and ensure their efficient transfer to the next generation.
As life expectancy in India increases, the need for comprehensive elder care and financial planning becomes paramount.
This guide explores the critical elements of creating a valid Will.
This article delves into the definitions, uses, and legal frameworks governing each certificate, providing a clear guide for the bereaved families.
Estate planning is crucial for NRIs to ensure that their wealth is managed and transferred according to their wishes after their demise.
This guide delves into the essentials of nomination, its legal implications, and best practices for account holders.
This article explores the transformative impact of technology on estate planning, with a focus on how Yellow is leading this change.
This article explores the concept of a basic will, outlining the essential steps and legal considerations.
Understand what the "Either or Survivor" clause is, as well as its advantages and challenges.
This article explores why it’s vital to regularly update your Will and the processes involved in ensuring its legal validity under Indian law.
When it comes to drafting a Will, the complexity of legal terminology can often be daunting. We demystify common terms.
When it comes to estate planning, finding the right legal services is crucial. Here’s how to find the best attorneys for your estate planning needs.
A step-by-step guide to transfer property from husband to wife after death.
Here’s a detailed overview of its importance, usage, and the process involved in obtaining one.
Trusts in India serve as essential tools for estate planning and asset protection. Here's a look at different types of trusts and their uses.
Both services aim to enhance your financial health, ensure wealth preservation, and provide a secure financial future.
This is a critical piece of legislation that governs the payment of stamp duty on various documents and transactions.
Understand the legal process, benefits, and when probate is required for asset transfer.
An in-depth look and the process for transferring property after the death of a loved one including the legal procedures and relevant laws.
The structure of a family can greatly influence estate planning, making it crucial to approach this process with a personalised strategy.
With a high portion of the population entering their senior years, the demand for effective and comprehensive elderly care solutions is pressing.
These homes are crucial for elderly persons who might not have family support or those seeking a community with similar age groups and interests.
This article explores the critical aspects of nutritional care for elderly patients within the framework of geriatric medicine.
This article delves into these two primary care approaches and examines their integration with essential estate planning.
Learn about the importance of advance tax for senior citizens, including who needs to pay, how to calculate liability, due dates, and more.
This article explores the importance of choosing the right Beneficiaries for life insurance, retirement accounts, and other financial assets.
In many countries, an inheritance estate tax is imposed on the assets passed from a deceased person to their heirs.
Prepare for life's inevitable journey with these 9 essential steps to ensure peace of mind for you and your loved ones.
Significant life events, such as marriage and divorce, can profoundly impact the validity and stipulations of a Will.
This article talks about why and how young adults should approach estate planning.
Here's a detailed breakdown of how to set up a Power of Attorney in India.
This article explores the essentials of the Indian Succession Act and the processes involved in drafting and validating Wills.
This article explores common difficulties faced by Executors and provides insights into managing these responsibilities effectively.
This article explores how small businesses can implement succession strategies to ensure business continuity and foster leadership development.
In the absence of a Will, the succession certificate becomes a crucial legal document. Here's what you need to know about it.
For those who hold non-traditional assets, estate planning can be a more complex puzzle. We help you solve it.
This guide covers essential aspects, from calculation methods to the implications of not adhering to these requirements.
This article provides a comprehensive overview of the legal requirements and processes involved in executing a Gift Deed in India.
This article provides clear, factual information about Will registration under the Indian Registration Act and other relevant legal frameworks.
This comprehensive guide delves into why Will registration in India is a prudent decision.
In India, the format of a Will is not strictly codified, allowing individuals significant flexibility to outline their wishes.
This article delves into Privileged Wills, outlining their importance, legal framework, and implications for those entitled to their use.
The Power of Attorney (POA) is a vital legal instrument that grants one person the authority to act on behalf of another in property transactions.
In India, the Supreme Court has played a crucial role in shaping the legal stance on Living Wills through its landmark judgment on March 9, 2018.
This article explores how to book online lawyer consultations and the array of legal services available in India.
It’s a delicate process that involves understanding and balancing different personalities, economic situations, and individual goals.
This guide emphasises the significance of open financial discussions between partners, integrating practical aspects.
Learn how to use retirement calculators, plan for future medical expenses, and integrate estate planning to ensure a secure retirement.
This guide will delve into creating a solid financial plan, managing cash flow, and integrating estate planning to safeguard your business' future.
This article explores the essential steps for selecting a financial advisor, emphasising the importance of estate planning in your financial strategy.
💬 Yellow is a specialist estate planning company, not a legal firm. We do not provide legal advice.
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