Estate Planning

Preserve Your Legacy. Protect Your Loved Ones.

You’ve spent a lifetime working hard, earning, and building assets—your home, savings, investments, property, or business. But have you thought about what will happen to these assets after you? Who will inherit them? How smoothly will your family be able to access what you leave behind?

Estate Planning ensures that your assets are passed on to your beneficiaries in a structured, legal, and tax-efficient way—without disputes, delays, or financial stress. It’s not just for the ultra-rich; every individual who owns anything of value needs a clear roadmap for their estate.

Will Drafting & Registration

A legal will outlines how your movable and immovable assets should be distributed. We guide you in: Drafting a valid, clear, and enforceable Will, Appointing executors and guardians, Registering your Will for added legal strength, Keeping your Will updated with changing life events.

Trusts Creation

Trusts are useful tools to manage, protect, and distribute wealth—especially for minor children, dependents with special needs, or to avoid probate. We help with: Revocable and irrevocable trusts, Living trusts and testamentary trusts, Private family trusts, Corporate trusts.

Nomination & Joint Ownership Guidance

We review and help update nominations on your investments, insurance, bank accounts, and property documents to ensure smooth transmission.

Succession Planning for Business Owners

For entrepreneurs, we assist in creating clear succession pathways for business continuity, partner exits, and family harmony.

Understanding Your Assets & Goals

We begin by mapping your assets, family situation, and objectives.

Documentation and Structuring

Based on your preferences, we assist in drafting Wills, setting up trusts, and updating nominations or ownership titles.

Legal & Tax Collaboration

We coordinate with legal professionals and tax consultants to ensure your estate roadmap is both valid and efficient.

Safe Record Keeping

We help you organize and store your documents securely and ensure your family knows how to access them when needed.

Index Funds & ETFs

For passive, low-cost diversification

About Us

Nishant Financial Services is a dedicated financial consultancy firm providing comprehensive solutions in mutual funds, stock market investments, tax-saving strategies, and fixed-income products.

Products

Contact Us

+91 9151113236
+91 9119603236

NFS.GKP@GMAIL.COM

Shop No. 6 (D) & 6 (E) LGF, Swastik Trade Center, Gandhi Gali, Golghar, Gorakhpur - 273001 U.P

Risk Factors – Investments in Mutual Funds are subject to Market Risks. Read all scheme related documents carefully before investing. Mutual Fund Schemes do not assure or guarantee any returns. Past performances of any Mutual Fund Scheme may or may not be sustained in future. There is no guarantee that the investment objective of any suggested scheme shall be achieved. All existing and prospective investors are advised to check and evaluate the Exit loads and other cost structure (TER) applicable at the time of making the investment before finalizing on any investment decision for Mutual Funds schemes. We deal in Regular Plans only for Mutual Fund Schemes and earn a Trailing Commission on client investments. Disclosure For Commission earnings is made to clients at the time of investments. Option of Direct Plan for every Mutual Fund Scheme is available to investors offering advantage of lower expense ratio. We are not entitled to earn any commission on Direct plans. Hence we do not deal in Direct Plans.