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Will & Succession Planning – Expertvuw
Personal · Succession Planning

Will and Succession Planning – Wills, Nominations and Transfer of Assets

Last updated: 2 October 2026

A clear will and up-to-date nominations make it far easier for your family to inherit property, shares, bank balances and business interests. Expertvuw’s team helps you map your assets and prepare a will and supporting documents, with legal review and execution support from independent advocates.

Overview

How Succession Works in India

If a person dies without a will (intestate), their assets pass under the applicable personal succession law — for example, the Hindu Succession Act, 1956 for Hindus, Sikhs, Jains and Buddhists, or the Indian Succession Act, 1925 for Christians and Parsis — which may not match their wishes and can lead to disputes. A will lets you decide who receives what, name an executor and plan for minors.

Under the Indian Succession Act, a will must be in writing, signed by the testator, and attested by at least two witnesses. Registration is optional under the Registration Act, 1908, but adds evidentiary value. Muslims are generally governed by Muslim personal law, which limits bequests by will.

Nominations on bank accounts, demat accounts, mutual funds and insurance make transfers easier, but a nominee may hold assets on behalf of legal heirs depending on the law and asset type — so nominations and the will should be aligned. Business owners also need share transfer and management continuity plans.

Basis: Indian Succession Act, 1925 (section 63 – execution of wills); Hindu Succession Act, 1956; Registration Act, 1908 (section 18); Companies Act, 2013 and SEBI/depository rules on nomination. Last updated: 27 September 2026.

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What This Service Covers

What We Help With

1

Mapping property, investments, bank accounts and business interests

2

Drafting the will for review by an independent advocate

3

Execution with two witnesses and optional registration

4

Reviewing and aligning nominations

5

Business succession: shares, partnership and control

Key Facts

Two witnesses

A will must be signed by the testator and attested by two witnesses.

Registration optional

Registration is optional but adds evidentiary value.

Intestate succession

Without a will, personal succession laws decide who inherits.

Nominations

Nominations should be aligned with the will.

Revocable

A will can be changed or revoked any time during the testator's life.

Executor

An executor carries out the will's instructions.

Common Issues

Common Mistakes

Succession disputes often come from small gaps.

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Related Services

Related services

Succession planning connects with these services.

Will Deed

Drafting a will deed.

NRI Succession

Succession for NRI families.

Property Title

Verifying property title.

Documents Required

Documents we need from you

Personal Details

Asset Details

Our Process

How the Process Works

1

Map

List all assets and beneficiaries.

2

Plan

Decide distribution and executor.

3

Draft

Draft the will.

4

Review

Independent advocate reviews.

5

Execute

Sign with two witnesses; register if desired.

6

Align

Update nominations to match.

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After Execution

After Execution

Keep the plan current.

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Get in Touch

Share your query and our team will reply during business hours.






    FAQs

    Frequently Asked Questions

    Is a will valid without registration?

    Yes. Registration is optional, though it adds evidentiary value.

    At least two witnesses must attest the will.

    Assets pass under the applicable personal succession law.

    Not always. Depending on the asset and law, a nominee may hold assets for the legal heirs.

    Yes. A will can be changed or revoked at any time during your lifetime.

    About Expertvuw

    Who Handles Your Planning

    CS Chetna Shoor, Company Secretary and Director, Expertvuw

    CS Chetna Shoor

    ACS – Director, Expertvuw Management Pvt Ltd

    Documents are drafted by Expertvuw’s team for your review. Legal notices are issued, and representation before courts, tribunals and consumer commissions is made, by independent advocates. Expertvuw is a corporate services company, not a law firm.

    Expertvuw Management Pvt Ltd