A revocable trust is a flexible private trust structure where the Settlor retains the power to amend, restructure, or revoke the trust during his or her lifetime. It is the ideal estate planning vehicle for families and promoters who want the benefits of a trust — organized succession, ring-fencing, clear beneficiary planning — without losing the ability to change their mind as circumstances, relationships, and wealth evolve.
Set up under the Indian Trusts Act, 1882, a revocable trust allows the Settlor to move chosen assets — shares, real estate, financial investments, gold, IP — into the trust and have them managed by trustees for identified beneficiaries, while retaining reserved powers in the Trust Deed. This makes it especially attractive for evolving families, first-generation entrepreneurs, and Settlors who want to “test the waters” before committing to an irrevocable arrangement.
We offer end-to-end revocable trust advisory — from strategy and Trust Deed drafting to stamping, registration where required, asset transfer, tax positioning, and ongoing trustee support — so your revocable trust remains flexible, compliant, and aligned with your family’s long-term plan.
Map family goals, current assets, liabilities, and succession concerns before drafting.
Custom Trust Deed with clearly defined reserved powers, revocation, and amendment clauses.
Carefully calibrated retained powers — investment, beneficiary changes, trustee control.
Income tax treatment advisory, clubbing of income in Settlor’s hands, and planning levers.
State-wise stamp duty analysis, Trust Deed execution, and registration where required.
Transfer of shares, real estate, financial assets, and IP into the trust with clean documentation.
Confidential, non-binding Letter of Wishes aligned with the Settlor’s evolving intent.
Future amendments, beneficiary changes, trustee rotation, or revocation support as needed.
Revoke the trust entirely and bring assets back into the Settlor’s personal estate.
Amend any clause of the Trust Deed including beneficiaries, distributions, and trustees.
Adjust the beneficiary class as family circumstances, marriages, and births evolve.
Retain power to change trustees, bring in professional trustees, or add a Protector.
Issue investment directions or approvals to trustees within defined guardrails.
Guide discretionary distributions to beneficiaries, through the Letter of Wishes.
Flexibility around accumulation vs distribution of income year-on-year.
Transition the trust into an irrevocable structure later when the plan is settled.
When succession plans are still taking shape and need flexibility to evolve over time.
Founder-promoters who want early estate structure without losing day-to-day control.
Couples with minor children planning for education, maintenance, and contingencies.
A pilot / bridge structure before committing to a long-term irrevocable family trust.
NRI Settlors with evolving residency, beneficiaries, and asset locations.
Initial consolidation of promoter holdings with scope to refine over the next few years.
Remarriages, stepchildren, and changing family dynamics needing flexibility.
Smooth transition of assets to chosen beneficiaries without probate-related delays.
Understand Settlor’s objectives, assets, beneficiaries, and desired level of control.
Design reserved powers, trustee mix, beneficiary class, and investment framework.
Trust Deed, Letter of Wishes, supporting resolutions, and consent documents.
Stamping, registration, PAN, bank account, and initial asset transfers.
Periodic review to amend, refresh, or transition the trust as the family evolves.
Partner with our specialists for end-to-end revocable trust advisory — structure, Deed drafting, tax positioning, registration, and lifetime review support — tailored to your family.
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