Estate Planning templates for India
Browse all 48 free estate planning legal templates for India. Download as PDF or Word.
Wills & Testaments
Codicil (India)
A Codicil for India under Section 70 of the Indian Succession Act 1925, used to amend, revoke, or supplement an existing Will without replacing it entirely. Requires the same execution formalities as a Will — testator signature in the presence of two attesting witnesses. Suitable for updating beneficiaries, executors, or specific bequests.
Comprehensive Will (India)
A detailed comprehensive Will for India under the Indian Succession Act 1925, covering all asset categories including immovable property, bank accounts, investments, shares, business interests, jewellery, digital assets, and personal effects. Includes executor powers, trust provisions for minors, specific bequests, and residuary estate. Suitable for complex estates.
Digital Assets Will (India)
A Will specifically addressing digital assets for India, governed by the Indian Succession Act 1925 and the Information Technology Act 2000. Covers cryptocurrency wallets, online bank accounts, social media profiles, domain names, digital intellectual property, cloud storage, and online business assets. Includes secure access credential instructions for the executor.
Hindu Will (India)
A Will specifically drafted for Hindus, Buddhists, Sikhs, and Jains in India, governed by the Hindu Succession Act 1956 and the Indian Succession Act 1925. Addresses Hindu Undivided Family (HUF) property, coparcenary interests, the 2005 amendment granting daughters equal rights, and the distinction between self-acquired and ancestral property.
Joint Will (India)
A Joint Will for India executed by two persons (typically spouses) under Section 66 of the Indian Succession Act 1925. The joint Will creates a single testamentary instrument expressing the mutual wishes of both testators, typically leaving their entire estate to the survivor and then to named beneficiaries. Includes mutual and reciprocal bequests.
Last Will and Testament (India)
A legally valid Last Will and Testament for India, governed by the Indian Succession Act 1925. Enables any competent adult to distribute their property, appoint an executor, and provide guardianship directions. Requires signature in the presence of two attesting witnesses as mandated by Section 63 of the Indian Succession Act 1925.
Letter of Wishes (India)
A non-binding Letter of Wishes (also called a Memorandum of Wishes) for India, used alongside a Will to provide guidance to the executor and beneficiaries on the testator's personal preferences, family circumstances, and intentions. Governed by the Indian Succession Act 1925. Not a legal substitute for a Will but a valuable companion document.
Living Will (India)
An Advance Medical Directive (Living Will) for India, compliant with the Supreme Court's guidelines in Common Cause v. Union of India (2018). Enables an adult of sound mind to record their wishes regarding life-sustaining treatment and to appoint a healthcare proxy. Requires countersignature by a Judicial Magistrate of First Class as directed by the Supreme Court.
Muslim Will (India)
A Will (Wasiyat) for Muslim testators in India, governed by the Muslim Personal Law (Shariat) Application Act 1937. Under Islamic law, a Muslim may only bequeath up to one-third of their estate by Will to non-heirs; the remaining two-thirds is distributed among Quranic heirs (Ashab al-Furud) and Residuary heirs (Asaba) according to the rules of Faraid.
Simple Will (India)
A simple last will and testament for India under the Indian Succession Act 1925. Documents distribution of property and assets after death for Hindus, Christians, and others. Includes executor appointment, beneficiary designations, and attestation requirements.
Will for NRI (Non-Resident Indian)
A Last Will and Testament for Non-Resident Indians (NRIs) disposing of assets situated in India, executed in compliance with the Indian Succession Act 1925, the Foreign Exchange Management Act 1999 (FEMA), and applicable succession laws.
Power of Attorney
Financial Power of Attorney (India)
A Financial Power of Attorney under the Powers of Attorney Act 1882 authorising an agent to manage banking, investments, income tax, GST, and financial affairs of the principal. Covers operation of bank accounts, mutual funds, demat accounts, and dealings with financial institutions and tax authorities.
General Power of Attorney (India)
A General Power of Attorney under the Powers of Attorney Act 1882 authorising an agent to act on the principal's behalf across a broad range of matters including financial, legal, and administrative acts. Executed on non-judicial stamp paper and notarised as required under Indian law.
Medical Power of Attorney (India)
A Medical Power of Attorney under the Powers of Attorney Act 1882 authorising a trusted agent to make healthcare and medical decisions on behalf of the principal when the principal is incapacitated or unable to communicate. Incorporates advance directives consistent with Indian medical ethics guidelines.
NRI Power of Attorney (India)
A comprehensive Power of Attorney for Non-Resident Indians (NRIs) governed by the Powers of Attorney Act 1882 and FEMA 1999, enabling NRIs to appoint a trusted resident Indian to manage property, financial, and legal affairs in India. Covers property transactions, banking, taxation, litigation, and FEMA-compliant remittances. Must be executed abroad before the Indian Embassy/Consulate or a Notary Public and apostilled for use in India.
Power of Attorney (India)
A legally valid Power of Attorney for India, governed by the Powers of Attorney Act 1882, Indian Stamp Act 1899, and Registration Act 1908. Available as General or Special POA. Must be executed on stamp paper of the appropriate value. Registration with the Sub-Registrar is mandatory for powers relating to immovable property. Supports property transactions, financial management, legal proceedings, and other delegated acts.
Power of Attorney for Court Representation (India)
A Power of Attorney under the Powers of Attorney Act 1882 and Code of Civil Procedure 1908 authorising an advocate or agent to represent the principal in court proceedings, sign pleadings, file applications, and take all steps in litigation on the principal's behalf.
Power of Attorney for Property Sale (India)
A Special Power of Attorney under the Powers of Attorney Act 1882 and Transfer of Property Act 1882 authorising an agent to sell a specific immovable property on behalf of the principal, execute and register the sale deed, receive sale proceeds, and complete all related formalities.
Revocation of Power of Attorney (India)
A Revocation of Power of Attorney deed under the Powers of Attorney Act 1882 formally cancelling a previously granted General or Special Power of Attorney. Includes notice to the agent, public notice requirements, and Sub-Registrar filing for property-related POAs.
Special Power of Attorney (India)
A Special Power of Attorney under the Powers of Attorney Act 1882 authorising an agent to perform a specific, defined act or transaction on the principal's behalf — such as selling a particular property, signing a specific contract, or collecting a particular debt. Automatically terminates once the specific purpose is fulfilled.
Trusts
Charitable Trust Deed (India)
A Charitable Trust Deed under the Indian Trusts Act 1882, Charitable Endowments Act 1890, and Income Tax Act 1961 establishing a public charitable trust for purposes such as education, medical relief, relief of poverty, or general public utility. Structured to qualify for 80G income tax exemption and 12A/12AB registration.
Declaration of Trust (India)
A Declaration of Trust under the Indian Trusts Act 1882 by which a trustee declares that property held in their name is held in trust for specified beneficiaries. Used to clarify beneficial ownership, establish trust without a separate settlor, and document beneficial interest in jointly held or nominee-held property.
Education Trust (India)
An Education Trust Deed under the Indian Trusts Act 1882 and Income Tax Act 1961 establishing a trust dedicated to educational purposes — running schools, colleges, or scholarships. Structured for 12AB registration and 80G income tax exemption. Includes management provisions and UGC/CBSE affiliation considerations.
Family Trust Deed (India)
A Family Trust Deed under the Indian Trusts Act 1882 establishing a private trust for the benefit of family members, providing for management and distribution of family assets, succession planning, and protection of wealth across generations. Includes trustee appointment, beneficiary schedule, and trust property schedule.
HUF Deed of Creation
A deed creating a Hindu Undivided Family (HUF) as a separate taxable entity under the Income Tax Act 1961, establishing the Karta, coparceners, family nucleus, and governing framework for HUF assets and income.
HUF Dissolution / Partition Deed
A deed for the total partition and dissolution of a Hindu Undivided Family (HUF), distributing all HUF assets among coparceners in agreed shares, closing the HUF as a taxable entity under the Income Tax Act 1961 in accordance with Hindu law and the Partition Act 1893.
Irrevocable Trust (India)
An Irrevocable Trust Deed under the Indian Trusts Act 1882 under which the settlor permanently transfers assets to trustees without retaining any power of revocation. Provides asset protection from creditors, potential tax efficiency for determinate beneficiary trusts, and robust succession planning under Indian law.
Private Trust Deed (India)
A legally valid Private Trust Deed for India, governed by the Indian Trusts Act 1882. Creates a private trust for the benefit of defined beneficiaries, with full provisions for appointment of trustees, trust property, powers of trustees, and administration. Suitable for family wealth management, minor beneficiaries, and asset protection.
Public Charitable Trust Registration (India)
A Public Charitable Trust Deed for India, governed by the Bombay Public Trusts Act 1950 (Maharashtra, Gujarat) and equivalent State Trust Acts. Creates a public trust for charitable or religious purposes, with provisions for trustees, trust property, objects, and administration. Required before applying for 12A/80G income tax exemption registrations.
Religious Trust Deed (India)
A Religious Trust Deed for India, governed by the Indian Trusts Act 1882 and the Religious Endowments Act 1863, with applicable state legislation for religious and charitable endowments. Establishes a trust for the management of a temple, mosque, church, gurudwara, or other place of worship, with provisions for trustees, endowment property, and religious objects.
Revocable Trust (India)
A Revocable Trust Deed under the Indian Trusts Act 1882 allowing the settlor to retain full power to revoke, amend, or terminate the trust during their lifetime. Provides estate planning flexibility while allowing assets to pass outside probate on the settlor's death.
Trust Deed Amendment (India)
A Deed of Amendment to an existing Trust Deed under the Indian Trusts Act 1882, formally amending specified provisions of the original trust — such as trustee composition, investment policy, administrative procedures, or beneficiary schedule (where permitted). Must be registered if the original Trust Deed was registered.
Healthcare Directives
Advance Medical Directive (India)
An Advance Medical Directive (Living Will) for India, compliant with the Supreme Court of India guidelines in Common Cause v. Union of India (2018) 5 SCC 1. Allows a person to specify treatment preferences and withhold or withdraw life support in terminal or vegetative states. Must be countersigned by a Judicial Magistrate First Class.
DNR Order Form (India)
A Do Not Resuscitate (DNR) Order Form for India, consistent with the Supreme Court guidelines in Common Cause v. Union of India (2018) and the Indian Medical Council (Professional Conduct, Etiquette and Ethics) Regulations 2002. Documents a patient's or authorised proxy's instruction to withhold cardiopulmonary resuscitation (CPR) and related interventions.
Healthcare Proxy (India)
A Healthcare Proxy form for India, authorising a trusted person to make medical decisions on behalf of the principal when the principal is incapacitated, consistent with the Supreme Court guidelines in Common Cause v. Union of India (2018). Appoints a healthcare agent with clear authority, limitations, and guidance on the principal's treatment preferences.
Medical Treatment Consent Directive (India)
A Medical Treatment Consent Directive for India under the Indian Medical Council (Professional Conduct, Etiquette and Ethics) Regulations 2002. Documents a patient's informed consent to or refusal of specific medical procedures and treatments, specifying conditions and limitations. Provides hospitals and physicians with clear documented consent guidance.
Mental Healthcare Advance Directive (India)
A Mental Healthcare Advance Directive for India under Section 5 of the Mental Healthcare Act 2017. Allows a person with mental illness to specify treatment preferences, appoint a nominated representative, and document consent or refusal for treatments during periods of incapacity. Must be registered with the Mental Health Board.
Estate Administration
Beneficiary Designation Form (India)
A Beneficiary Designation Form for India under the Indian Succession Act 1925. Formally designates primary and contingent beneficiaries for financial accounts, insurance policies, provident fund, and other assets. Ensures assets pass directly to named beneficiaries outside the probate process.
Estate Distribution Agreement (India)
A family settlement and estate distribution agreement for India under the Indian Succession Act 1925 and Hindu Succession Act 1956. Enables legal heirs to agree on the distribution of a deceased person's estate including immovable property, movable assets, and financial instruments, avoiding prolonged probate proceedings.
Executor Appointment (India)
An Executor Appointment document for India under the Indian Succession Act 1925. Formally designates one or more executors to administer a deceased person's estate, obtain probate, collect assets, pay debts, and distribute the estate to beneficiaries. Can be incorporated into a Will or executed as a standalone appointment.
Family Settlement Deed
A deed recording an amicable settlement and distribution of ancestral, joint family, or disputed property among family members under the Hindu Succession Act 1956, the Indian Stamp Act 1899, and the Registration Act 1908.
Grant of Probate Application (India)
A Grant of Probate Application for India under the Indian Succession Act 1925, Section 276. Petition to the District Court or High Court for probate of a Will, establishing the executor authority to administer the deceased testator estate.
HUF Partition Deed (India)
A Hindu Undivided Family (HUF) Partition Deed formally dissolves the HUF and distributes coparcenary property among all coparceners under the Hindu Succession Act 1956. The deed records each coparcener's share, the property being partitioned, and the terms of division, enabling the HUF to be formally closed with the Income Tax Department under the Income Tax Act 1961.
Letter of Administration Application
A petition for grant of Letters of Administration under Sections 234–248 of the Indian Succession Act 1925, filed before the District Judge / Civil Court to administer the entire estate of a deceased person who died intestate or whose Will has no executor.
Letters of Administration Application (India)
A Letters of Administration Application for India under Section 218 of the Indian Succession Act 1925. Filed when the deceased died intestate (without a Will) or when no executor can act. Appoints an administrator to collect assets, pay debts, and distribute the estate according to applicable succession law.
Nominee Declaration for Bank Account
A declaration form for nominating a person to receive the balance of a bank account upon the account holder's death, under the Banking Companies (Nomination) Rules 1985 framed under the Banking Regulation Act 1949.
Schedule of Assets (India)
A comprehensive Schedule of Assets for India under the Indian Succession Act 1925. Documents all movable and immovable assets of an estate including real property, bank accounts, investments, insurance policies, EPF, vehicles, jewellery, and other valuables. Used by executors, administrators, and legal heirs during estate administration.
Succession Certificate Application
A petition for grant of a Succession Certificate under Sections 370–390 of the Indian Succession Act 1925, filed before the District Judge / Civil Court to enable the petitioner to collect debts, securities, and financial assets of a deceased person.
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