13/05/2026
"Which of my clients should make a Family Trust?"
📚 WillJini Wednesdays #14
For most of your client families, a Will is enough. But for these 7, you definetly require a Private Family Trust:
🔸 HNIs / Affluent individuals
with diverse asset classes like plots of land, equity, large industries, off-shore assets
🔸 Business Owners
needing clean business succession
🔸 Special-needs child
in a family requires lifelong, trust-managed care instead of a single guardian
🔸 Matrimonial Disputes
if at all are expected in a joint family / arranged marriage
🔸 Philanthropy / Charity
is a critical part of succession plan of your client
🔸 NRIs with parents in India
so that NRIs can smoothly inherit without complex processes / visa issues / India visits
🔸 Muslim Clients
since Sharia only allows 1/3rd of the estate via Will. A trust is often the only effective succession tool.
A Trust isn't for everyone. But when it fits, a Will simply cannot do the same job.
Worth a 10-minute conversation with families in your clientele that fit one of these. We'd be happy to structure it alongwith you!
