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A woman hoping to set up a Will or trust that helps direct her part of an estate’s value, while preventing legal challenges from other heirs of the property, makes for an interesting case study. In a query raised at the conditions of anonymity on Mint, a 55-year-old woman based in Pune asked a business expert how she can execute her plans if she owns a part of an estate, including a bungalow worth Rs 8 crore and financial investments of Rs 7 crore.

According to the query, the woman intended to direct her part of the wealth to her nephews and a charity foundation supporting education for underprivileged girls without encountering legal obstacles from her younger brother residing in the USA.

An Estate Plan

In response, Neha Pathak, executive group vice president,

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