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Private Family Trust

WillJini’s Private Family Trust service helps families create a legally structured framework to protect wealth and manage asset succession with long-term clarity and control. It is designed for individuals seeking a reliable succession solution that goes beyond a simple Will and supports continuity across generations.

A private family trust in India is commonly used to avoid future inheritance disputes, ensure structured distribution of assets, and enable ongoing management through appointed trustees. Unlike a Will, which becomes effective only after death, a trust can operate during the lifetime of the creator and continue thereafter based on a professionally drafted Trust Deed, with WillJini providing end-to-end guidance including Trust Deed drafting and structuring of trustees and beneficiaries.

Pricing on Case-to-case basis

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Since 2014.

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How it works

1

Consultation Call with our Lawyer

Discuss in detail with our lawyer about your requirements, wishes, assets and finalize on your Succession Plan

2

Decide Trustees / Rules of the Trust

Post a detailed discussion with our lawyers, we can begin the process of deciding the trustees of your Private Trust and the rules of management for the same.

3

Register Trust Deed & get Pan card, Bank account

Once we have all the required details about trustees, beneficiaries, rules, etc, we will draft your Trust Deed and initiate the registration process. We will also help obtain a new PAN card, open a new bank account, etc

4

Transfer Assets to the Trust

The final step would be to transfer your assets (partial / whole) to the Private Trust and register it along with the stamp duty.

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  • Overview
  • Purpose
  • Coverage
  • Benefits
  • Process

What Is a Private Family Trust?

A Private Family Trust is a legal arrangement where assets are transferred to a Trust and managed by appointed Trustees for the benefit of family members (beneficiaries). The management and distribution of assets are governed by a Trust Deed.

Unlike a Will, which becomes effective after death, a Private Family Trust can operate during the lifetime of the person creating it and can continue thereafter as per the Trust Deed.

Why Choose a Private Family Trust in India?

A Private Family Trust is typically chosen when a simple Will is not sufficient for long-term wealth protection and control.

This structure is useful for:

  • Protecting family wealth from disputes and future claims
  • Creating structured or time-based distribution conditions
  • Supporting dependents or a special-needs family member
  • Managing large asset portfolios or multiple properties
  • Ensuring business continuity and family succession planning

A Private Family Trust also avoids probate and reduces the risk of legal challenges.

What Can Be Included in a Private Family Trust

A Private Family Trust can hold both movable and immovable assets.

Common inclusions are:

  • Real estate such as flats, plots, or land
  • Bank deposits and financial investments
  • Mutual funds and shareholdings
  • Family business interests
  • Insurance proceeds and other financial assets


The Trust Deed clearly defines how these assets are managed and who benefits from them.

How a Private Family Trust Strengthens Succession Planning

A Private Family Trust offers greater control and continuity compared to individual succession tools.

Key advantages include:

  • Continuity of asset management without interruption
  • Reduced scope for inheritance disputes
  • Clarity in roles of Trustees and rights of beneficiaries


This makes long-term wealth management more predictable and enforceable.

How WillJini’s Private Family Trust Service Works

WillJini’s Private Family Trust service focuses on creating a legally sound and practically implementable trust structure.

The process includes:

  • understanding your family structure and objectives
  • drafting the Trust Deed with appropriate clauses
  • finalising Trustees and Beneficiaries
  • guidance on registration and documentation where applicable
  • execution support for trust setup and asset transfer

This ensures the trust is not only created, but structured correctly for long-term implementation.

Create Your Private Family Trust

WillJini’s Private Family Trust service helps families set up a legally structured trust designed for long-term wealth protection, controlled distribution, and smooth succession.

  • Lawyer-drafted Trust Deed aligned with family objectives and asset structure
  • Clearly defined Trustee roles and beneficiary rights for effective management
  • Structured to support continuity, control, and dispute-free implementation

GOOGLE REVIEWS

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Anand R profile picture
Anand R
12:43 13 Mar 26
I availed of Willjini's POA vetting service. The onboarding and initial connect with the core team was facilitated and supported by Adv. Shweta Ma'am. Details of professional fees were communicated upfront. No hidden costs. Adv. Manisha Ma'am guided me initially, providing vital technical inputs for key decision making. That helped a lot in determing a course of action and appropriate solution for my unqiue requirements. Adv. Riddhi Ma'am helped with reviewing the initial POA draft that I had prepared. The vetting process was thorough and meticulous. A significantly overhauled draft was shared with me and subsequently finalized after taking my inputs and recommendations. I required additional inputs at the time of registration that was further supported by Adv. Manisha and Adv. Riddhi. The registration process was ultimately successful and the POA is ready for pickup. I am grateful to the entire Willjini team for their inputs, guidance and support.
Anshul profile picture
Anshul
06:04 10 Mar 26
Excellent team and service. Good knowledge
VIVEK SHARMA profile picture
VIVEK SHARMA
09:51 07 Mar 26
Had a very good experience of engaging with Willjini team for drafting a will and its registration. Very professional and courteous team.
Kiran Chang profile picture
Kiran Chang
11:00 04 Mar 26
I walked into their office without prior appointment and was attended by Mr.Devvrat Unadkat promptly. He explained with clarity the procedure for drafting a will and also handed over a checklist.

I was assigned a team comprising a Advocate Alpana Rathi and Sucheta Bajaj. From the first meeting with Mr.Devvrat to drafting the will through whatsapp and email by Advocate Alpana and completing the registration formalities by Ms.Sucheta everything went smoothly. The whole team was efficient and professional and with their expertise I am relieved of finalizing and registering the will.

I would highly recommend to my family and friends.
Rajeev Chitnis profile picture
Rajeev Chitnis
16:43 26 Feb 26
Fully satisfied with the service offered by WillJini Succession Services Pvt. Ltd.
Neha Ghosh profile picture
Neha Ghosh
11:53 21 Feb 26
I reached out to them because I needed a will drafted urgently for a house transfer, and I’m honestly so glad I chose them. The team really stepped up. Everything moved quickly and smoothly, but what I appreciated most was how well they communicated throughout the whole process. They kept me updated at every stage without me ever having to follow up. I told them I was in a rush, and they genuinely took that on board — no excuses, no delays, just solid work and a team effort. They got everything done on time and handled it all with care and professionalism. Really grateful for their help and would happily recommend them.
Yohann Coutinho profile picture
Yohann Coutinho
07:49 13 Feb 26
Extremely happy with the services, experience and professional expertise provided by WillJini! Every process was explained with utmost clarity and executed with care & precision. Highly recommend reaching out to WillJini for all your legal matters!
Dhruv Sharma profile picture
Dhruv Sharma
13:23 11 Feb 26
Utilized their services and very professionally managed. Clear communication, understood our requirements and executed accordingly. Good job!
Karunakara Shetty profile picture
Karunakara Shetty
12:57 10 Feb 26
I had good experience with entire exercise of making a will with willgene.You cover every possibility that might happen among we three of us,myself and my two sons. You are straight forward and professional which I like very much.Once required data were collected for the will and followed by corrections, you hardly wasted time to get it registered.
Overall I was very happy from start to end.
RAJESH PARASURAM profile picture
RAJESH PARASURAM
09:23 29 Jan 26
Very satisfied with the services provided . They are very prompt and knowledgeable . Recommend this to everyone who needs legal guidance
Sriram Iyer profile picture
Sriram Iyer
08:40 26 Jan 26
The team was quite helpful and got my will prepared at short notice without much hassles.
Abe Alexander profile picture
Abe Alexander
08:42 24 Jan 26
Thank you to the entire team, especially ⁨Alpana Rathi at Willjini⁩, for promptly addressing all my queries. The entire process was smooth and hassle-free, and the support throughout was excellent. Highly appreciated.
Mayur Dhanak profile picture
Mayur Dhanak
09:38 22 Jan 26
We would like to thank the whole team of Willjini for a very smooth process of gift deed and the joint will both at the same time.Your prompt reply on every question was very helpful to us.
The best part is that you respected our time and managed to get appointment ASAP and made the whole process stress free for us.

We will surely work with your company again and will definitely recommend to others.

Thank you Riddhi,Suchitra,Devvrat,Alpana,sorry if i missed out anyone's name,you all are best...Thank you 🙏🏼
Bhagwandas Chudasama profile picture
Bhagwandas Chudasama
15:22 16 Jan 26
Outstanding service from start to finish. The entire process was clear, professional, and stress-free. Everything was explained in plain English, and I felt fully supported and confident that my wishes were properly documented. The team was friendly, knowledgeable, and very efficient, answering all my questions promptly. Excellent value for money and complete peace of mind — I wouldn’t hesitate to recommend this will writing company to anyone looking for a reliable and trustworthy service
Shobana Moorty profile picture
Shobana Moorty
15:57 14 Jan 26
Availed their services for preparation and registration of two Wills. It was a smooth experience right from the initial discussion to documentation to hassle-free registration. The team assigned was responsive, patient and guided me well. Consultations happened conveniently on phone & emails. Thank you.
Jacob Punnoose profile picture
Jacob Punnoose
08:48 01 Oct 25
I am pleased to share my experience with Willjinni Service Trust. I have established two Family Private Trusts through Willjinni and found their team to be highly professional and supportive. They guided me through every step of the process, from the initial setup to the pre- and post-registration of the Trust Deeds. I strongly recommend Willjinni to anyone considering setting up a Family Trust.
Thanks to Shweta, Sucheta, Srishti and Alpana for your support and assistance given through out the assignment .

Wondering how a Will looks like?

Download a sample draft before you begin writing your own.

Still confused?
Let us help you out

Still confused?
Let us help you out

Commonly
Asked Questions

A Private Family Trust is a legal structure where assets are held and managed by trustees for the benefit of family members, as per rules mentioned in a Trust Deed.

Yes. A private family trust in India is legal and can be created through a properly drafted Trust Deed, with clearly defined trustees and beneficiaries.

A Will works after death and distributes assets through inheritance. A Private Family Trust can operate during lifetime, provides structured management, and helps protect assets with clearer governance.

Yes. Property can be transferred into a Private Family Trust through proper documentation and legal transfer procedures, depending on the asset type.

Legally, the trustees hold and manage assets for the beneficiaries, as per the Trust Deed terms.

Families with multiple assets, business interests, dependents, or complex succession needs should consider creating a Private Family Trust for better protection and clarity.

Yes. A properly structured trust reduces ambiguity, clarifies management and distribution, and helps minimise family disputes.

In certain structures, changes may be possible depending on the Trust Deed terms (revocable/irrevocable structure and trust clauses).

Professional drafting is strongly recommended because the Trust Deed is a legal backbone of the trust. WillJini provides expert drafting and end-to-end guidance for setting up a Private Family Trust.

WillJini helps families create legally structured Private Family Trusts with correctly drafted Trust Deeds, trustee/beneficiary structuring, and documentation guidance for smooth execution.

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