CLOSE X
Legacy & Inheritance Planning

Clear, Organized, and Legally Sound Inheritance Planning.

Legacy Planning

Legacy planning at Metaarth Finserve ensures your assets are transferred smoothly and legally to your loved ones. We help you plan how your wealth should be distributed, minimizing conflict and ensuring your wishes are respected.

Our services include guidance on wills, trusts, nominations, asset documentation, and legal coordination. Proper legacy planning ensures both financial clarity and peace of mind for you and your family.

Advantages
  • Ensures assets are transferred according to your wishes.
  • Minimizes family conflicts and legal complications.
  • Preserves wealth for future generations.
  • Provides clarity on asset distribution.
  • Offers tax-efficient estate planning strategies.

Frequently Asked Questions (FAQs)

Because nominations do not replace the legal clarity provided by a will.

Wills, asset lists, nominations, investment records, and identity documents.

Yes, clear instructions prevent confusion and conflict.

We guide you through the process and ensure all financial documentation is aligned.

No. Anyone with assets should plan for smooth wealth transfer.

Get in Touch

One step can create a lasting difference.

Disclaimer

Mutual fund investments are subject to market risks. Please read the scheme information and other related documents carefully before investing. Past performance is not indicative of future returns. Please consider your specific investment requirements before choosing a fund, or designing a portfolio that suits your needs. ARN - 257036

Copyright © 2026 Metaarth Finserve Pvt Ltd. All rights Reserved. Designed, Developed & Content Powered by Accord Fintech Pvt. Ltd.