SUCCESSION & LEGACY PLANNING
Preserve Legacy. Transfer Meaning. Empower the Next.
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Succession isn’t just about who gets what — it’s about how it’s received, why it matters, and what it preserves.
Whether it’s transferring family wealth, protecting assets through legal structures, or preparing future leaders for their next role — we help families and institutions navigate the unspoken layers of succession with clarity, compassion, and confidence.
In collaboration with Willjini, a trusted Mumbai-based legal-tech firm, we offer an integrated approach that brings together legal expertise, financial insight, and legacy sensitivity.
WHERE COMPLEXITY MEETS CLARITY
Families with wealth face a unique blend of complexity — emotional, financial, and legal.
For many, succession planning feels heavy:
The fear of triggering conflict
The silence around intent and readiness
The uncertainty around legal processes
At Amar Wealth, we help convert that complexity into clarity, structure, and continuity.
WHAT WE OFFER UNDER SUCCESSION
We simplify the unsaid, structure the unspoken, and help you future-proof your legacy — with care, confidentiality, and a deeply human lens.
Creation of Family Trusts
Protect your capital across generations through well-structured family trusts. We guide you in preserving wealth, minimizing disputes, and aligning distributions with family values.
Lawyer-Drafted Wills
For nuanced or complex estates, our legal partners at Willjini draft customized wills that reflect your wishes with depth and legal precision.
Online Will Drafting
A fast, accessible, and secure platform to create legally valid wills — anytime, anywhere. Designed for those who want simplicity without compromise.
Joint Will (For Couples)
Create a unified will that honors shared intent. Ideal for couples seeking clarity, simplicity, and legal strength in their estate planning.
Probate / Succession Certificate Assistance
From documentation to legal liaison, we assist families in acquiring the necessary legal approvals to access and transfer inherited assets.
Inheritance Assistance
Inheritance can feel emotionally and administratively overwhelming. We offer structured guidance to ease this transition — across financial, legal, and relational dimensions.
Succession Planning for Business Leaders
We work with Boards, CXOs, HR heads, and Founders to design confidential succession frameworks that protect organizational continuity and shareholder confidence.
Next-in-Line Leadership Development
Tailored for AVPs, Functional Heads, Senior Managers, and future CXOs — these programs identify and prepare high-potential talent through strategic exposure, coaching, and readiness mapping.
WHY IT MATTERS
90% of family wealth disappears by the third generation
Most businesses lack clear leadership continuity plans
Emotional silence often leads to financial confusion
Succession is often delayed — not because it isn’t important, but because it’s personal.
At Amar Wealth, we make it intentional.
IN COLLABORATION
Amar Wealth has formally partnered with WillJini, India’s leading succession services platform, to offer our clients a seamless, end-to-end approach to estate and legacy planning.
WillJini, a pioneer in online will-making since 2014, has empowered thousands of families across 480+ cities with legally robust and accessible solutions.
This collaboration brings together WillJini’s legal and technological expertise with Amar Wealth’s strategic and human-centered advisory — ensuring that your succession planning is not only sound, but also aligned with your values and legacy vision.