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Estate Planning & Testamentary

Estate planning involves more than deciding how assets are to be distributed. A well-considered plan can help provide clarity regarding succession, ownership and the administration of an estate while reducing the scope for disputes among beneficiaries. M & Z Legal advises individuals and families on estate planning and testamentary matters, with careful attention to their personal circumstances, assets and succession objectives.

Our practice includes drafting and reviewing wills, advising on succession and testamentary arrangements, and representing clients in proceedings concerning the administration or distribution of estates. We also assist beneficiaries and other interested parties in addressing disputes concerning wills, inheritance and testamentary rights.

Our Estate Planning & Testamentary Practice

Our work includes:

  • Will Drafting & Review: Preparing and reviewing wills to accurately record the testator’s wishes and intended distribution of assets.
  • Estate Planning: Advising on succession arrangements and the orderly transfer and administration of assets.
  • Testamentary Succession: Advising individuals and beneficiaries on rights and obligations arising under wills and applicable succession laws.
  • Probate & Letters of Administration: Assisting executors, beneficiaries and other interested parties with probate and letters of administration proceedings.
  • Succession Certificates: Advising and representing clients in proceedings concerning succession certificates and related succession claims.
  • Will & Testamentary Disputes: Representation in disputes concerning the validity, interpretation or implementation of wills.
  • Inheritance & Succession Disputes: Advising and representing beneficiaries and other stakeholders in disputes concerning inheritance and estate distribution.
  • Estate Administration: Assisting executors and legal representatives with legal issues arising during the administration of an estate.
  • Property & Asset Succession: Advising on the succession and transfer of immovable property and other assets forming part of an estate.
  • Testamentary Litigation: Representation in testamentary proceedings before the appropriate courts, including the Madras High Court.

How We Assist

M & Z Legal takes a careful approach to estate planning and testamentary matters, beginning with an understanding of the client’s assets, family circumstances and succession objectives. We assist with the preparation and review of appropriate documents and advise on the legal requirements applicable to the proposed arrangements. Where disputes arise, our lawyers represent executors, beneficiaries and other interested parties in probate, succession and testamentary proceedings before the appropriate courts and forums.

Frequently Asked Questions (FAQs)

What is estate planning?

Estate planning involves making arrangements concerning the management, succession and transfer of assets during and after a person’s lifetime.

A will allows a person to record their wishes regarding the distribution of assets, subject to applicable succession laws.

A person may generally revise or replace a will while they have the legal capacity to do so, subject to applicable law.

Where a person dies intestate, succession to their estate is generally governed by the succession law applicable to them.

Yes. Legal assistance can help with wills, succession arrangements and other documents concerning the administration and transfer of an estate.