Executor Selection & Eligibility
Identifying trustworthy, competent individuals or corporate fiduciaries capable of handling financial and legal responsibilities.
HERITANT · Estate Implementation
Executors & Estate Administration.
Strategic advisory on appointing capable executors, defining comprehensive administrative powers, probate requirements, and navigating the post-demise transmission of estate assets.
HERITANT
From Planning
to Implementation.
Estate implementation
Choosing the right person to fulfill your wishes.
An executor is the legal representative appointed by the testator to carry out the provisions of the Will, settle outstanding liabilities, obtain probate where required by law, and distribute assets to the named beneficiaries.
We advise clients on nominating primary and alternate executors, outlining specific administrative authorities, institutional vs individual executors, and the legal responsibilities involved in post-death estate management.
What we consider
Key considerations for executor planning.
Administrative Powers
Drafting express authorities enabling executors to sell, lease, transfer, compromise claims, and manage investments during administration.
Probate Advisory
Advising on whether probate from the High Court is mandatory or advisable based on the jurisdiction and location of immovable properties.
Asset Discovery & Marshalling
Equipping executors with organized asset registries, safe custody instructions, and bank locker operating protocols.
Tax Clearances & Debt Settlement
Structuring procedures for discharging funeral expenses, medical costs, debts, and income tax liabilities before asset distribution.
Beneficiary Transmission
Guiding executors through formal share transfers, society mutations, property title transmissions, and mutual release deeds.
Our assistance
Our executor support services.
We assist testators in defining executor mandates, and provide comprehensive legal backing to executors following the testator's demise.
Counsel on individual vs professional / institutional executor appointments
01Structuring alternate and successor executor provisions to prevent vacancies
02Drafting clear discretionary and administrative power clauses in the Will
03Probate necessity evaluation (Mumbai, Kolkata, Chennai, and other jurisdictions)
04Post-demise procedural roadmap and executor compliance checklists
05Representation before High Courts and District Courts for Probate petitions
06Liaison with banks, housing societies, registrars, and depository participants
07Preparation of executor accounts, indemnity bonds, and beneficiary release deeds
08Probate requirements in India
Under Section 213 of the Indian Succession Act, 1925, probate is mandatory for Wills executed by Hindus, Buddhists, Jains or Sikhs within the original civil jurisdictions of Mumbai, Kolkata and Chennai, or where immovable property is situated in those areas.
Consultation