Estate & Succession · NRI Advisory

Inheritance Planning
for NRIs

End-to-end estate planning for NRIs — from asset audit and jurisdiction mapping to Will drafting, Trust creation, and Sub-Registrar registration. Backed by ICAI-registered CAs and senior estate lawyers.

SEBI Accredited Experts3,000+ NRIs ServedMulti-jurisdiction CoverageRemote POA Process
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Marrying abroad? See our Single Status / Bachelorhood Certificate service — MEA apostille, embassy attestation & worldwide delivery from $250.

Selling property in India? See our Sell Property in India service — AI-guided exit, TDS, mutation, 15CA/CB & repatriation handled end-to-end.

What you get

  • Estate audit & complete asset mapping
  • Jurisdiction identification (India & abroad)
  • Will / Trust / HUF vehicle selection
  • Legal document drafting by specialist advocates
  • Sub-Registrar registration in India
  • POA-based remote registration for NRIs
  • Ongoing review & update support
FreeInitial consultation & estate overview

7-Step Planning Process

How India for NRI handles your Inheritance Planning

A structured, step-by-step approach — from asset discovery to legally registered documents — built for NRIs with global estates.

1

Asset Identification & Liability Evaluation

We begin by identifying every asset you own — real estate, financial accounts, business interests, digital assets, and movable property — while evaluating outstanding liabilities to build an accurate estate picture.

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Major components we map

🏠 Immovable PropertyResidential, commercial & agricultural properties in India or abroad
💎 Movable PropertyJewellery, furniture, paintings, vehicles & other tangibles
📈 Financial AssetsBank balances, shares, mutual funds, AIFs, PMS & insurance policies
©️ Intellectual PropertyTrademarks, copyrights, royalties & licensing rights
🏢 Business InterestsOwnership stakes, profit-sharing rights in partnerships or companies
Digital AssetsCryptocurrencies, social media accounts & digital collectibles
2

Estate Audit & Inheritance Status Review

A detailed audit ascertains the current inheritance status of each asset — nominations, existing wills, co-ownership — and delivers a report with actionable recommendations for preferential planning.

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Audit process

1Gather all financial & non-financial assets
2Detailed analysis of nominations and inheritance as per applicable laws
3Comprehensive report with our recommendations
3

Jurisdiction Mapping for Global Estates

Many NRIs hold assets across India and multiple foreign countries. We identify the correct legal jurisdiction for each asset class and design a cross-border inheritance structure accordingly.

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How India for NRI helps

1Foreign Will or Trust for overseas assets
2Indian Will or Trust registered locally
3Composite solutions for multi-country estates
4

Beneficiary Determination

We help you identify and legally designate beneficiaries for each asset — whether family members, relatives, friends, charitable trusts, pets, or business partners.

Complex cases we specialise in

Beneficiaries or assets in multiple jurisdictions
Business ownership stakes across entities
Partition of undivided joint family property
Dual citizenship or OCI status complications
Intellectual property portfolios
Long-standing disputed / frozen matters
Special needs beneficiaries
Blended or second-marriage family structures
5

Selecting the Right Legal Vehicle

Based on legal, family, tax, and personal requirements, we recommend the most suitable vehicle — a Will, a Private Trust, or a Hindu Undivided Family (HUF) — to achieve your estate planning goals efficiently.

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📜

Will

Simplest vehicle; takes effect on death; must be registered.

🏦

Private Trust

Greater control, privacy & bypasses probate; ideal for large estates.

🏠

HUF

Tax-efficient structure for joint Hindu family properties in India.

6

Legal Drafting & Sub-Registrar Registration

Once the vehicle is finalised, our lawyers draft the document and guide you through Sub-Registrar registration in India — whether you are physically present or need a remote POA-based process.

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If physically present in India

1Register your Will directly with the Sub-Registrar in India.

Not physically present (POA route)

1Draft a Power of Attorney (POA) in favour of a trusted representative.
2The POA is apostilled in your country of residence.
3Send the original POA by courier to India.
4Representative registers the POA with the SDM office.
5Will is then registered with the Sub-Registrar under the POA.
7

Post-Registration Safeguarding

After registration, we guide you on safeguarding the document, communicating the plan to key beneficiaries, and scheduling periodic reviews to reflect life changes like new assets, relocations, or family additions.

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Post-registration checklist

Store the original document in a fireproof, secure location.
Communicate the plan to key family members.
Periodically review and update to reflect life changes.

Ready to secure your family's future?

Speak with a senior estate planning specialist for a free consultation on your NRI inheritance requirements.

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Common questions

NRI Services FAQ

Answers to the questions NRIs ask most about property, tax, inheritance and recovery in India.

What services does India For NRI offer?

India For NRI provides end-to-end NRI services including property legal advisory (sale deed, succession certificate, power of attorney), Indian and US tax filing, asset recovery (unclaimed shares), company incorporation, and inheritance planning — all managed by ICAI-registered CAs and Bar Council advocates.

How can NRIs sell inherited property in India?

NRIs can sell inherited property in India by first obtaining succession certificate or legal heir certificate, then executing a sale deed with a legal advisor. India For NRI provides AI-assisted end-to-end property sale service including title search, legal opinion, buyer negotiation, and repatriation of sale proceeds.

Can NRIs file Indian income tax returns online?

Yes, NRIs with taxable income in India (from rent, capital gains, interest, or business) must file Indian income tax returns. India For NRI's chartered accountants file NRI ITR including Form 15CA/CB for repatriation, and handle lower TDS certificate applications.

How do NRIs recover unclaimed shares in India?

NRIs can recover unclaimed shares transferred to IEPF by filing Form IEPF-5. India For NRI manages the entire recovery process from documentation to final credit.

What is a Property Report for NRIs?

A Property Report for NRIs is a comprehensive due diligence document verifying ownership history, encumbrances, legal disputes, government acquisition orders, and mutation status of a property in India. India For NRI's lawyers prepare this report within 5–7 working days.

How do NRIs get a Single Status or Bachelorhood Certificate for marriage abroad?

NRIs marrying abroad need a Single Status / Bachelorhood Certificate from India, usually SDM-issued, notarised, and MEA-apostilled (with embassy attestation when the destination country requires it). India For NRI handles the full chain remotely — from affidavit drafting to DHL delivery — with express 4–5 day processing available.

How do NRIs file US tax returns from India?

US citizens and Green Card holders must file Form 1040 annually regardless of residence. India For NRI provides CPA-led US tax filing from India — Federal + State returns, FBAR, PFIC (Form 8621), FATCA (Form 8938), Foreign Tax Credit (Form 1116), and coordinated Indian ITR where needed. Federal + 1 State from $350.