Legacy Protection
Estate Planning
Secure your family's future and protect your legacy for generations. Our comprehensive estate planning services ensure your assets are distributed according to your wishes, minimizing legal disputes, tax burdens, and delays—giving you peace of mind today.

Legacy & Trust Services
Complete solutions to protect and transfer your wealth seamlessly
Will Drafting & Registration
Craft a legally sound Will with professional guidance. We help you clearly articulate asset distribution, guardian appointments for minors, and specific bequests—ensuring your final wishes are legally enforceable and unambiguous.

Private Family Trusts
Establish revocable or irrevocable trusts to protect assets, provide for beneficiaries, and avoid probate. Trusts offer privacy, tax efficiency, and flexibility in managing wealth transfer across generations.

Power of Attorney (POA)
Designate trusted individuals to manage your financial, legal, and healthcare decisions if you become incapacitated. A well-drafted POA ensures continuity without court intervention.

Beneficiary Nomination Review
Audit and update nominees across bank accounts, investments, insurance, and pension funds. Aligned nominations prevent conflicts and ensure smooth claim settlements for your heirs.

Gift & Inheritance Tax Strategy
Structure lifetime gifts and inheritance transfers to minimize tax implications. We help you leverage exemptions and plan for cross-border assets if applicable.

Digital Asset Planning
Document and secure access to your digital assets—online accounts, cryptocurrencies, and digital property. Ensure your digital legacy is accessible and transferable to your beneficiaries.

Ready to get started?
Our experts are here to guide you through every step of your financial journey.
Frequently Asked Questions
Get answers to common questions about our services.
Experience the impact of expert guidance
Join thousands of intelligent investors who trust i2Finserv for their financial journey.