How We Can Help?
Leverage Our Expertise in succession planning
Addressing Key Pain Points in succession planning involves more than just distributing your assets. It's about ensuring security and peace of mind for your loved ones. Our specialized tools and expert guidance help you tackle common succession planning challenges
Protect Minor Children
Designate guardians to ensure your children are cared for, according to your wishes, should the unforeseen occur.
Avoid Alimony Claims
Structure your estate to manage obligations effectively and ensure your assets are allocated as you intend, not as claims dictate.
Control Assets After Death
Establish trusts and directives to maintain control over how your assets are used and distributed, ensuring your legacy is upheld.
Preserve Family Harmony
Minimize disputes among family members by clearly outlining the distribution of your assets, which can help prevent misunderstandings and legal challenges.
Protect Business Interests
Safeguard your business from potential risks associated with succession issues, ensuring smooth transitions and stability for the future.
Minimize Estate Taxes
Reduce potential tax liabilities that can significantly diminish the value of the estate passed on to your beneficiaries.
Shield Against Creditors
Secure your assets from potential claims by creditors, ensuring that your estate is preserved for your heirs.
Manage International Assets
Address the complexities of owning property and assets in multiple countries, ensuring compliance with diverse legal systems and tax regimes.
Secure Dependents with Special Needs
Ensure that loved ones with disabilities or special needs are provided for with tailored trusts that do not disrupt their eligibility for essential government benefits.
Prepare for Incapacity
Plan for potential incapacity by setting up directives that specify who will manage your financial and personal affairs, ensuring decisions are made according to your wishes.
Avoid Probate Delays and Costs:
Prevent the time-consuming and often costly process of probate, which can delay asset distribution and create financial burdens for your heirs.
Handle Complex Family Situation
Address the dynamics of blended families or non-traditional relationships to ensure fair and intended distribution without conflicts or legal hurdles.
✅ Why Choose Us
What Sets Us Apart
10+ Years of Legal Expertise
Specialized in succession and inheritance law.
Personalized Planning
Tailored solutions for each family’s unique needs.
Confidential & Culture-Sensitive
We respect your privacy and cultural values.
PAN-India & Global Services
Available online for NRIs and families across India.
1000+ Happy Families
Trusted by families to secure their legacy.
Legally Trained Advisors
Advisors who act as relationship managers.
"The Legacy Architect of Modern India"
40
Years of Experience
👑 Meet the Visionary Behind NexGen Transfer
Dr. Deepak jain
Founder & Managing Director | India’s Leading Succession Planning ExpertIn a country where inheritance often leads to confusion and conflict, Dr. Deepak Jain stands out as the trusted name in succession planning—redefining how Indian families secure their legacy. With over a decade of experience, Dr. Jain expertly blends legal precision, financial strategy, and tax intelligence to offer seamless, future-proof solutions. His mission is clear: “Most people plan their wealth, but not their legacy. I’ve made it my life’s work to change that.”
Known for his empathy, ethics, and deep expertise, Dr. Jain has helped thousands of families avoid disputes, preserve wealth, and plan confidently—whether through wills, trusts, or NRI-specific structures. A published author, renowned speaker, and trainer, Dr. Jain has positioned NexGen Transfer as the gold standard in succession planning—delivering not just paperwork, but peace of mind.
Founder's Message
Private Family Trust: When & Why It Matters
Secure your family's future, protect assets, and ensure smooth inheritance—learn why timing a Private Family Trust is key.
Leave An Inheritance Not A Mess
Plan today to protect tomorrow. Avoid family disputes, legal hassles, and confusion—secure your legacy with proper succession planning.
Retirement Planning: What’s the First Step?
Your first step? Start early. Define your goals, understand your needs, and choose smart investments—because a stress-free retirement begins with smart planning today.
Estate Planning: Discover the Right Way to Handle Your Property
Ensure your assets are protected and passed on smoothly. Learn the essentials of estate planning for peace of mind and a secure legacy.
How Emotions Lead to Common Mistakes in Estate Planning
Emotions can cloud judgment and cause costly errors in estate planning. Learn how to stay clear-headed and make smart, lasting decisions for your legacy.
9 Things You Should Never Include in Your Will
Avoid common pitfalls by knowing what not to include in your will. Protect your wishes and ensure a smooth inheritance process.
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Don’t Let This Happen to You! 🚨
More Than 50% of Indian Families End Up in Legal Disputes Over Inherited Property
Surprising but true: Half of all Indian families experience conflict over property and inheritance, leading to long, costly court battles. Succession planning can help avoid these painful disputes and ensure your wishes are respected.
More Than 80% of People Don’t Have a Will
Did you know? Despite the obvious need, only 20% of people in India have a legally valid will. Don’t let your assets go into uncertainty—plan ahead to protect your loved ones.
More Than 90% of succession planning Lawsuits Could Be Avoided
Studies show that nearly 9 out of 10 legal disputes over estates could be avoided with proper Succession planning. Imagine how much time, money, and heartache your family could save by having a clear, legally sound Succession plan in place.
Less Than 5% of Businesses Have a Succession Plan
Over 95% of small businesses in India don’t have a succession plan in place. Without one, your business could face a leadership vacuum, jeopardizing its future. Planning for the transition now can ensure its continuity and success.
Over ₹2 Lakh Crore Lost Due to Inheritance Disputes
In India, a staggering ₹2 lakh crore is tied up in inheritance disputes annually. Imagine your hard-earned wealth being stuck in litigation! A clear Succession plan can help ensure your legacy doesn’t face such a fate.
More Thab 60% of Indian Parents Haven’t Considered Financial Planning for Their Children’s Future
Shockingly, more than half of Indian parents haven’t set up a financial plan or trust for their children’s future. A solid Succession plan ensures your children’s financial security, no matter what happens.
More Than 80% of Wills in India Are Contested After Death
Over 80% of wills are contested by family members, leading to long, costly battles. Secure your family’s peace of mind by creating an Succession plan that leaves no room for doubt.
Less Than 10% of Indian Couples Plan for the Future Together
While Succession planning is a vital tool for securing your family’s future, only a small fraction of couples in India actively plan together. Don’t leave it to chance—ensure both partners are on the same page.
Trusted By Families Across India
Renu Malhotra
After my husband passed away, I didn’t know how to handle our property and money matters. NexGen explained everything clearly and helped me make a proper will for my daughter. I feel at peace now.
Delhi
Amit Verma
I run a small business and never thought estate planning was for people like me. But NexGen showed me how important it is to protect what I’ve built. They made the whole process simple and stress-free.
Jaipur
Rajan & Meera Gupta
We live in the UK but have property in India. NexGen helped us make an Indian will and set up everything properly. They handled everything smoothly, even from a distance.
London (NRI)
Anjali Joshi
Being a single mom, I always worried about my son’s future. NexGen helped me plan things properly—like choosing a guardian and setting up a trust. I feel much more confident now.
Bengaluru
Pradeep Khanna
Even though I’m a CA, I didn’t know much about inheritance laws. The NexGen team explained everything clearly and helped us plan for our whole family in one go. Very helpful and professional.
Lucknow
Namrata Shah
My family had a big fight when my in-laws passed without a will. I didn’t want that for my kids. NexGen helped us make a clear plan, and now I feel everything is in order.
Mumbai
Dr. Kunal Sethi
I’m always busy with my hospital work. NexGen handled everything—from paperwork to legal advice—without taking much of my time. Their team is quick and professional.
Indore
Our Step By Step Process
Schedule Your Complimentary Consultation
We begin by understanding your unique needs and goals. Our experts will guide you through the process in a friendly and professional manner.
Receive a Tailored Succession Plan
Based on your specific situation, we create a comprehensive and legally sound succession plan, including wills, trusts, and other necessary documents.
Finalize and Protect Your Legacy
We ensure that every document is reviewed and signed, providing you with peace of mind knowing your legacy is secure.
Frequently Asked Questions
Expert Insight
