General preparation guide · India context · Updated 12 October 2026 · Information only; seek individual legal advice.
Prepare a broad inventory
List the types of assets and any existing documents. Do not put full account numbers or identity records in a public enquiry.
Organise the questions
Record the wishes and family circumstances you would like to discuss. Identify any existing will or earlier arrangement.
Ask about the complete process
Discuss drafting, review, execution and safekeeping with the advocate. The appropriate document and procedure depend on the facts and applicable law.