Estate Planning & Trust Structuring
Structured Planning for Lifetime and Beyond
Estate planning is about ensuring clarity, continuity and control across generations. Terentia advises families on creating robust estate and trust structures that protect assets, reduce disputes and address contingencies such as incapacity or untimely demise. We align personal and business assets with long-term family objectives.
years of experience
families guided
estate planning and succession plans
structures for business governance created
Why Estate Planning & Trust Advisory Matters?
Without structured planning, wealth and intentions are left to chance. Estate planning and trust advisory provide clarity, protection and continuity, safeguarding assets, family harmony and long-term legacy.
Key Focus Areas:
Wealth Continuity
Ensuring seamless transfer of assets across generations.
Asset Protection
Ring-fencing wealth from legal, financial and personal risks.
Succession Certainty
Clearly defining beneficiaries, roles and entitlements.
Incapacity Planning
Preparing for unforeseen events through POAs and safeguards.
Conflict Prevention
Reducing ambiguity that often leads to family disputes.
Long-Term Stewardship
Enabling responsible management beyond the founder’s lifetime.
Our Scope
Our trust advisory and estate planning services include wills, private family trusts, asset protection trusts, powers of attorney and succession-linked structures. We identify risks, align beneficiary expectations and design mechanisms that ensure smooth transfer and responsible stewardship of wealth.
Who This Service Is For
Our trust advisory and estate planning services are ideal for:
- High-net-worth individuals (HNIs & UHNIs)
- Business owners and founders
- Families with multi-generational assets
- NRIs with assets in India
- Parents planning for minors or special-needs dependents
- Families seeking structured wealth governance
How We Work
A structured, consultative process designed to deliver clarity, confidence and long-term resilience.
Approach Elements
- Discovery Phase – Understanding assets, family dynamics and objectives.
- Structure Design – Crafting trusts, wills and supporting mechanisms.
- Implementation Support– Coordinating with legal and tax advisors.
- Trust Structuring and Ongoing Management
Why Trust Advisory & Estate Planning Matters?
Trust advisory and estate planning are not just about transferring wealth — they are about protecting family harmony, preserving values, and ensuring continuity across generations. Without a clear plan, even well-intentioned families can face disputes, delays, and unintended outcomes.
Prevents Family Disputes
Clear structures and documented intentions reduce misunderstandings, conflicts, and emotional stress among heirs.
Protects Wealth Across Generations
Trusts help safeguard assets from misuse, financial risks, creditors, and unforeseen circumstances.
Ensures Your Wishes Are Honoured
Estate planning ensures your assets are distributed exactly as you intend — not as default laws decide.
Supports Business Continuity
Structured succession planning keeps family businesses stable and operational during transitions.
Plans for Incapacity, Not Just Inheritance
Powers of attorney and governance frameworks ensure decisions are handled responsibly if you’re unable to act.
Provides Peace of Mind
Knowing that your family, assets, and legacy are secure allows you to focus on life with confidence.
In essence, trust advisory and estate planning turn uncertainty into clarity, helping families move forward with stability, dignity, and long-term vision.
Estate Planning Solutions
Our estate planning services ensure clarity, continuity, and compliance.
Will Drafting & Review
Clear, legally sound documentation of asset distribution.
Succession Planning
Smooth transfer of personal and business assets.
Business Continuity Planning
Structured leadership and ownership transitions.
Power of Attorney
Planning for incapacity and decision-making authority.
