- +91 9324175977
- helpdesk@lifelongwealth.in
Estate Planning
Estate Planning Made Simple, Secure, and Smart
Planning Today for Peace of Mind Tomorrow
Your wealth is a legacy, and we help you protect it. Our will management services ensure your assets are transferred smoothly, securely, and according to your wishes, giving you and your loved ones clarity and assurance for the future.
Trusted
Clients
Finished
Projects
Years of
Experience
Visited
Conferences
what we do
Instruments of Estate Planning
We offer a wide range of investment instruments to help you achieve your financial objectives with the right balance of growth, income, and security
Gift Deed
The gift deed is an instrument through which the immovable or movable property owner transfers his/her property to another person without consideration as a gift
Will Creation
A will or testament is a legal document by which a person, the testator, expresses their wishes as to how their property is to be distributed at death, and names one or more persons, the executor, to manage the estate until its final distribution
main principles
Global Reach with Local Understanding
In healthy companies, changing directions or launching new projects means combining underlying strengths and capacities with new.
marketing analysis
finance strategy
business innovation
testimonials
What People Say About Us
We help you see the world differently, discover opportunities you may never have imagined and achieve results that bridge what is with what can be.
“We know a diverse workforce and an inclusive culture matters to our clients. Through philanthropy and employee volunteerism, we support the diverse communities where our employees live.”
Oliver Simson
client of company“We know a diverse workforce and an inclusive culture matters to our clients. Through philanthropy and employee volunteerism, we support the diverse communities where our employees live.”
Mary Grey
client of company“We know a diverse workforce and an inclusive culture matters to our clients. Through philanthropy and employee volunteerism, we support the diverse communities where our employees live.”
Samanta Fox
client of company“We know a diverse workforce and an inclusive culture matters to our clients. Through philanthropy and employee volunteerism, we support the diverse communities where our employees live.”
Oliver Simson
client of company“We know a diverse workforce and an inclusive culture matters to our clients. Through philanthropy and employee volunteerism, we support the diverse communities where our employees live.”
Mary Grey
client of company“We know a diverse workforce and an inclusive culture matters to our clients. Through philanthropy and employee volunteerism, we support the diverse communities where our employees live.”
Samanta Fox
client of company
our team
Our Skilled Leaders
We help you see the world differently, discover opportunities you may never have imagined and achieve results that bridge what is with what can be.
Monica Black
chief communication officer
Peter Perish
chief business project
Olivia Woodson
international consultant
Peter Adams
co-founder of company
Turning Goals into Growth
Our Estate Planning Approach
At our firm, we believe estate planning is not just about distributing wealth — it’s about protecting your legacy, securing your family’s future, and ensuring your wishes are honored with clarity and care.
Understanding Your Goals
We begin by listening to your personal, family, and financial objectives to create a plan aligned with your vision.
Comprehensive Assessment
Our team evaluates your assets, liabilities, business interests, and existing legal documents to identify gaps and opportunities.
Customized Strategies
Every family is unique. We design tailored solutions using wills, trusts, powers of attorney, tax strategies, and succession planning.
Protecting Loved Ones
Our focus is on safeguarding your family’s financial security, avoiding unnecessary disputes, and ensuring smooth asset transfer.
Tax-Efficient Planning
We incorporate strategies to minimize estate taxes and legal costs, preserving more wealth for future generations.
Future-Proofing
As life changes, so should your plan. We provide ongoing reviews and updates to keep your estate plan relevant.
Legacy & Philanthropy
We help you make a lasting impact through charitable giving, foundations, or trusts aligned with your values.