About us

India Succession is a boutique advisory firm providing bespoke estate and succession planning services for Indians, NRIs, PIOs, OCIs. Our services include Will Writing, Private Trust Formation, Inheritance Tax Planning, Cross Border Succession, Family Business Succession, Mediation, Family Settlement, obtaining Probate, Succession Certificate, etc.. At India Succession we guide clients for their very crucial aspect of financial planning which is transitioning of their wealth to the next generation. We work with our clients, analyze all factors to offer tailor made solutions which will impact the next generation not only on wealth inheritance but also in preserving family relationship.

About us

Our Services

Will Writing

To distribute your assets as per your wishes after lifetime. In absence of a Will the assets will be distributed as per the applicable religious laws.

Private Family Trust

Formation of a structure during your lifetime to hold personal wealth for enjoyment by family members for multiple generations, creating a robust governance structure for investment and enjoyment of family wealth, protection of assets from creditor and spousal claims, planning for inheritance taxes and avoiding probate

Family Business Succession

Preparing family charters for long term business continuity, defining business roles and family harmony

Cross Border Succession

Assisting NRIs/OCIs/PIOs to create a separate situs Will/Trust for Indian assets within regulatory framework. Inheritance tax planning for Indian wealth if the laws of their citizenship, residency or domicile country levies inheritance taxes on their global wealth.

Mediation and Family Settlement

Settling disputes related to inheritance outside the court amicably through facilitated negotiation and arriving at family settlement

Probate Succession certificate

Probate establishes the validity of a Will in Court. Succession certificate is obtained in absence of a Will for transfer of assets

About Founder

Namita Agarwal

Founder

Namita Agarwal has fifteen years of experience in succession planning. She provides personal advice to families, business houses and HNIs having wealth across various asset classes, across countries, and complex business structures, keeping in mind the religious laws applicable in India, the succession laws for each class of assets and cross border succession laws. Advising multiple families has honed her skills to provide appropriate advisory to clients for preparing their Wills, setting up of Family Trusts to create a multigeneration succession plan, cross border succession for NRIs, inheritance tax planning and mediation of family disputes. She graduated from HR College of Commerce and Economics. She then pursued her L.L.B. from Government Law College and Company Secretary course from ICSI. She is also an IMI certified mediator.

Our Advisors

Peter Trieu is a Tax Principal in BDO’s Private Client Services Group and a California-licensed attorney, advising high-net-worth individuals, families, entrepreneurs and closely-held businesses on domestic and international tax matters. His practice focuses on global family tax planning, cross-border investments, U.S. and foreign business structures, and income, estate and gift tax compliance.

He holds an LL.M. in Taxation with honours from Golden Gate University, a J.D. from UC Law San Francisco, and a B.A. in Business-Economics from UCLA.

Deepak Gurnani is a Partner and Legal Consultant at Just Legal UAE, advising expatriates, families and businesses on succession planning, Wills and probate, estate administration, and corporate structuring. His practice also covers DIFC and ADGM foundations and offshore structures, real estate, banking and insurance, and corporate legal matters. With extensive experience in probate and estate matters, he assists families and legal successors in administering and securing deceased estates and assets.

Family Business Advisor & Independent Director

Dr. Mita Dixit is an experienced family business advisor and Independent Director in public listed companies. With over 25 years of experience in guiding and helping business families and promoters, she specializes in leadership succession strategies. She advises owner families on family governance, next-gen transition, ownership structures, sustainable growth, and next-gen mentoring.

She holds a Ph.D. from BITS Pilani specializing in “Conflict in Indian Family Businesses.” She is Master of Marketing Management and a Chemical Engineer.

Mita has co-authored a well praised book, The 5 Gs of Family Business.”