Estate and Succession Planning


“By failing to prepare, you are preparing to fail.” 
― Benjamin Franklin

An Estate Plan is the detailed plan for the transfer of a person's wealth and assets after his or her death.

A Succession Plan is the plan pertaining to transition of business to the next generation of family. It also involves planning if there are no successors in the family.

For any High Net worth Family with dependents, Estate and Succession Planning go hand in hand.

Why is Estate and Succession Planning Crucial?

  • To transmit one’s estate as per their own wishes

  • To Provide adequately for immediate family

  • To minimise expenses and administrative hassles

  • To assist in retention of control over family assets

  • For transfer tax efficiency for probable transition taxes

  • To ensure continuity


Likely consequences of not having Estate and Succession Plans in place:

  • Chaos for loved ones

  • Succession as per Law of the land (personal laws)

  • No wealth preservation

  • High chance of disputes erupting

  • Higher Income tax and Estate tax outgo


Estate and Succession Planning form the core of our expertise at Metasis Legal. Our team has a combined experience of having assisted 500+ clients across the globe with their Estate and/ or Succession Plans. It goes without saying that each of the cases was unique in terms of situation, challenges and solutions.      

Cross Border Estate Planning