1. Understanding the objective of the planning. 2. Understanding the parties involved. 3. Review of financial information and asset profile. 4. Review of any lien to the asset. 5. Providing advisory, compliance and litigation support in relation to the planning intended. 6. Interpreting position in law related to succession laws, tax laws. 7. Drafting agreements/ MOU as necessary. 8. Registering Trusts or other vehicles as decided based on the plan finalised.

1. Financial statements and tax returns 2. List of assets involved 3. List and relationships of parties involved, residential status, profile 4. Objective of the planning 5. Litigation history 6. Meetings/ discussions with different members involved 7. Other details as required during the course of engagement