Estate Planning & Will Writing Services You Can Trust
Distribute your wealth as you want, to whom you want, and when you want.
20+
Estates Planned
₹11 Lakhs+
Monthly Income generated
30+
Years of Principal protection
End-to-End Estate Planning Services for You & Your Family
0+
Satisfied Clients
Your Legacy. Your Terms. Our Expertise.
100% Private & Tailored to Your Family
Drafted By Experts With 200+ Hrs Experience
Life evolves, and so should your plan
Connect, Collaborate, & Create Limitless Opportunities.
Discovery Meeting
Data Sharing
First Draft
Final Copy
Embrace Innovation, Adapt Quickly, and Lead with Confidence.
Why Work With Us
Client First Approach
Personalised Suggestions
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Dedicated Expert
Meet Anuj Kesarwani
Anuj Kesarwani is the founder of Zenith Finserve, with over a decade of experience in comprehensive financial management.
His expertise spans financial planning, retirement planning, cash flow management, investments, loans, insurance, tax, and estate planning, helping individuals make smarter, well-rounded financial decisions.
He holds globally recognized certifications, including Certified Financial Planner (CFP) and Chartered Trust and Estate Planner™ (CTEP™), reflecting his deep commitment to professional excellence.
Anuj’s insights and perspectives have been featured in leading financial publications such as Moneycontrol, Economic Times, The Fynprint and Outlook Money, making him a trusted voice in the industry.
5 Myths That Stop Families From Protecting Their Legacy
Estate planning is only for the wealthy
Estate planning is important for people of all financial backgrounds. It helps ensure that your assets are protected, managed and distributed according to your wishes. Any of these things have nothing to do with how wealthy you are.
Only lawyers prepare Will and Estate plans
Estate planning involves both legal and financial aspects. A CFP® plans cash flows, inflation, and income needs, while a lawyer handles legal drafting. A CFP® with Trust & Estate Planning credentials can prepare complete estate plans, even without a separate lawyer, unless a complex trust is involved.
Estate Plan is only for the elderly
Unfortunate events can happen at any age. Having an estate plan in place ensures that your wishes are respected, regardless of your age or health condition.
We do not need an Estate Plan as we have already appointed nominees.
A nominee just acts as a custodian of the assets until they can be transferred to the rightful beneficiaries or legal heirs. A nominee does not have absolute ownership rights over the assets and is essentially a temporary caretaker until the assets are properly distributed as per the legal processes.
Estate planning is a one-time activity. Once done, it does not need a review.
Estate planning is an ongoing process. Your family situation, finances, and laws change over time. Regular reviews help update beneficiaries, executors, and distribution plans, ensuring your estate always reflects your current wishes and works as intended.
Pathway To Your Zenith
We understand your needs, create a customised plan, put the plan into action, and keep reviewing it as life changes.
Discovery Call
See What’s Possible
Building Your Financial Foundation
We Suggest
Put the Plan into Action
Track, Review, and Adapt
What Our Client Says About Our Services
Juan Attwood
Esther Howard
Esther Howard
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Estate Planning That Goes Beyond Basic Paperwork
| Aspect | Zenith Finserve | Others |
|---|---|---|
| Focus | Legal and financial efficiency | Mostly legal validity only |
| Tax impact considered | Yes. We plan to minimise future tax burden | Often ignored |
| Handling illiquid assets (property, business, ESOPs) | Planned carefully to avoid disputes | Usually listed without planning |
| Ease for beneficiaries | Designed for smooth, quick execution | Can lead to delays and confusion |
| Risk of family disputes | Reduced through clear, practical structuring | Higher due to vague or impractical clauses |
| Approach | Goal-based, family-first planning | Document-driven drafting |
| Advisor involvement | Financial planner involved throughout | Mostly document preparation |
Answering Your Most Common Questions
What is estate planning?
Estate planning is the process of organising your assets and deciding how they will be distributed after your demise or incapacity.
It involves creating a Will, assigning beneficiaries, and setting up trusts or guardianships.
What happens if I don’t have an estate plan?
Without an estate plan, your assets are distributed according to local succession laws, which may not align with your wishes.
This could lead to family disputes or delays in transferring assets.
Can estate planning reduce taxes?
Yes, proper estate planning can help minimize taxes on your estate, ensuring that more of your wealth is passed on to your beneficiaries rather than lost to liabilities.
How can estate planning protect my assets?
Estate planning helps safeguard your assets from creditors, lawsuits, and other claims, ensuring that your wealth is protected and passed on to your heirs as per your wishes.
Why should I create a Trust in my estate plan?
A trust allows you to protect and manage assets for the benefit of someone else.
It provides control, helps avoid probate, and can support minor children or loved ones with special needs.
Can I make changes to my estate plan?
Yes, you can modify your estate plan as your circumstances change.
It’s recommended to review your plan regularly to ensure it reflects your current wishes.
When should I update my estate plan?
You should review and update your estate plan after significant life events like marriage, childbirth, or changes in financial status to ensure it aligns with your current wishes.
Yes, you can modify your estate plan as your circumstances change.
It’s recommended to review your plan regularly to ensure it reflects your current wishes.
What is a Will, and why is it important?
A Will is a legal document that outlines how your assets will be distributed after your death.
It ensures your wishes are honoured and prevents family disputes over inheritance.
What is the difference between a Will and a Living Will?
A Will specifies how your assets should be distributed after death, while a Living Will outlines your medical preferences if you’re incapacitated and unable to communicate.
What is probate, and how does it affect my estate?
Probate is the legal process of validating a Will and distributing assets.
It can be time-consuming and costly, but a well-structured estate plan can help reduce or avoid probate.
What is a Power of Attorney, and why is it needed?
A Power of Attorney authorises someone to make legal or financial decisions on your behalf if you become incapacitated.
It ensures your affairs are managed when you cannot do so yourself.
How do trusts benefit my estate plan?
Trusts help in avoiding probate, protecting your privacy, and ensuring that your assets are managed and distributed according to your specific wishes.
They are particularly useful for long-term planning.
What is an executor, and how do I choose one?
An executor is a person or institution responsible for carrying out the terms of your Will.
Choose someone trustworthy, organised, and capable of handling legal and financial matters.
What should I consider when choosing a guardian for my children?
When selecting a guardian, consider their ability to care for your children, shared values, and financial stability.
It’s crucial to discuss this responsibility with the person in advance