• Module I:
  • Introduction to Estate Planning
  • Importance of estate and succession planning
  • Legal role of a Chartered Accountant in estate planning
  • Key laws applicable: Indian Succession Act, Hindu Succession Act, Muslim Personal Law, etc.

Types of succession: testamentary and intestate

• Module II:
  • Law of Wills
  • Definition and characteristics of a will
  • Who can make a will - eligibility, capacity
  • Essentials of a valid will
  • Registration of wills - is it mandatory?
  • Revocation, alteration, and codicils
  • Probate and administration of wills
  • Common mistakes and how to avoid them

• Module III:
  • Drafting Wills
  • Structure and key clauses in a will
  • Declaration
  • Appointment of executor
  • Bequests (specific, general, residuary)
  • Guardianship of minors
  • Signatures and witnesses
  • Joint wills and mutual wills
  • Sample drafts and template analysis
  • Digital wills and emerging trends

• Module IV:
  • Drafting Deeds - Overview and Legal Principle
  • Legal enforceability and types of deed
  • Components of a valid deed:
  • Title
  • Parties involved
  • Recitals
  • Operative clause
  • Schedule
  • Execution
Attestation and registration requirements

• Module V:

Types of Deeds and Drafting Techniques

1. Gift Deed

• Essentials, tax implications, revocability
• Sample draft and registration

2. Sale Deed

• Transfer of immovable property
• Stamp duty, registration, and documentation

3. Lease and Leave & License Agreements

• Differences, term, rent, conditions
• Rights and duties of lessor and lessee

4.Partnership Deed

• Drafting clauses for capital, profit-sharing, dissolution, etc.

5. Trust Deed

• Public vs. private trusts
• Legal structure and tax aspects

6. Power of Attorney

• • General vs. special
  • Revocation and liabilities

• Module VI:
  • Practical Aspects and Case Studies
  • Drafting workshop: step-by-step drafting of a will and common deeds
  • Role play or simulation of client interaction
  • Real case studies on disputed wills and deeds
  • Checklist and best practices

• Module VII:
  • Role of CAs and Professional Ethics
  • Advisory vs. attestation roles
  • Confidentiality and due diligence
  • Dealing with family disputes and legal challenges

Risk mitigation and legal safeguards for CAs