Legacy Planning Tool – Estate & Wealth Transfer Planner

The Wealth Compass

Calculate your family's true net legacy, organize your capital distribution, and check your legal readiness.

1. Estate Inventory
Real Estate / Property
Investments (Equity/MFs)
Liquid Cash & Gold
Total Liabilities (Loans/Debt)
Term Life Insurance
2. Beneficiary Split

Use the slider to allocate percentages between your spouse and your children.

Spouse: 50% Children: 50%
3. Legal Fortification
Registered Will
Is a legally binding Will drafted and registered?
Updated Nominees
Are nominees correctly mapped on all bank accounts and portfolios?
Master Estate File
Does your family know where all passwords and documents are stored?

Total Transferable Legacy

₹ 0

(Total Assets + Insurance) - Liabilities

Total Assets
₹ 0
Total Debt
₹ 0
Wealth Distribution
0%

High Risk

Legal friction and probate delays are highly likely. Action required.

What is Legacy Planning?

Legacy planning is the process of organizing how your wealth, assets, and personal values will be passed to future generations. It involves preparing documents such as wills, assigning beneficiaries, and structuring investments so that family members receive financial security according to your wishes.

A legacy planning tool helps individuals record their assets, nominees, and inheritance plans in a structured way. This ensures that wealth transfer happens smoothly and reduces conflicts or legal complications for family members in the future.

Effective legacy planning also allows individuals to support charitable causes, protect family businesses, and preserve wealth across generations.