From a trust structure to a complete,
tax-reasoned estate plan — in one click.
A law firm hands the family a structure. TaxCorp AI builds the whole engagement around it — the section-cited tax opinion, the cheaper-and-equally-valid alternative in rupees, the audit-defensibility, and a full set of draft instruments that each carry their own tax rationale. Built for HNW Hindu families.
The complete engagement pack — assembled in one click.
What used to be a multi-week advisory deliverable — a framework, a tax opinion, the advisor's note, and a folder of drafted instruments — is generated as a single, coherent bundle. The numbers come from a deterministic tax engine; the AI explains and drafts, but never moves a figure. Every per-trust deed is drafted consistently with that trust's own tax determination, and the whole pack downloads as one combined document, a ZIP of the individual instruments, and an on-server archive for the family file.
Generate a pack- Family & structure framework — member roster, structure summary, consolidated asset schedule.
- Trust Tax Opinion — section-cited, with the multi-trust comparison matrix.
- Advisor narrative & audit-defensibility — grounded in the Income-tax Act.
- A trust deed per trust — annotated clause-by-clause with its tax rationale.
- A Will — added automatically when a minor beneficiary exists.
- A Letter of Wishes — per discretionary trust; preserves the discretionary character.
- Governance & lifecycle deeds — Family Constitution, supplementary & trustee deeds (optional).
Three tools over one engine
Use the pack for the whole engagement, or each tool on its own. The deterministic determinations stay reliable; the AI explains, grounds, and drafts.
Trust Tax Opinion
Profile the family & asset income → a section-cited opinion (s.161/164 character, MMR exceptions, clubbing, s.47(iii) relief) plus a rupee comparison of structuring alternatives and the annual saving — and a ring-fencing analysis with a creditor-protection grade (s.281, s.53 TP Act, IBC look-backs, sham risk). Multi-trust consolidation, AI advisor narrative, and the one-click engagement pack — all here.
Trust-Tax Research
Ask anything on private-trust taxation and asset protection — character & rate, clubbing, capital gains on settlement, gifts, HUF, cross-border, ring-fencing & creditor claims — answered with the governing section (2025 & 1961 Act, plus IBC/allied statutes for protection questions), with follow-ups, save-to-library and Word/PDF export.
Deed Draft
Draft any one of nine instrument types from the in-house specimen library, annotated clause-by-clause with the tax and protection reasoning the structure rests on — including solvency recitals, settlor-exclusion and spendthrift clauses that make the ring-fence hold. Export to Word/PDF for advocate review.
The complete document suite
Nine instrument types — the constitutive deeds, the succession documents, and the governance & lifecycle instruments a real engagement ships. Each is an initial-level draft for advocate review.
Family Trust Deed
Private discretionary or specific trust — irrevocability, discretionary distribution, schedule, with tax annotations.
Will
Executor, bequests, residuary, guardian for minors — attestation per the Succession Act.
Letter of Wishes TAX-PROTECTIVE
Non-binding guidance to trustees that preserves the trust's discretionary character — so the tax position holds.
Family Constitution
Governance charter — council, veto rights, succession principles, dispute resolution.
Gift Deed
Donor/donee, natural love & affection, schedule, delivery — relative-test aware.
HUF Partition
Karta & coparceners, mode of partition, allotment schedules, mutual releases.
Family Settlement
Bona-fide arrangement to preserve peace — terms, allotments, mutual releases.
Supplementary / Amendment Deed
Varies a principal deed without defeating irrevocability or conferring settlor benefit.
Trustee Appointment / Retirement
Appointment, retirement, vesting of trust property — terms otherwise unchanged.
Built for real family wealth
The capture, the corpus, and the outputs a genuine HNW engagement needs — not a generic template.
18 asset classes
Immovable & agricultural land, listed/unlisted shares, MF, bonds, deposits, LLP interest, IP, insurance, jewellery, art, digital/VDA, foreign assets and more — each correctly typed for the tax analysis.
Excel import + ready template
Import a family's existing asset register, or download the ready-made template with a built-in asset-kind dropdown so everything maps cleanly.
Multi-trust consolidation
Model a master + sub-trust structure and get a consolidated comparison matrix — recommended tax, MMR baseline, saving and red-flags per trust, with totals.
Cross-border, grounded
Residential-status / non-resident analysis on the Indian side, with exchange-control notes grounded in a FEMA corpus. Foreign law is flagged, never opined.
Deterministic + grounded AI
The rupee tax is computed by a rule engine (slab-wise surcharge per the ITAT Special Bench); the AI only explains and cites — it cannot change a figure.
Professional outputs
Every deliverable exports to Word and PDF; the engagement pack also bundles a ZIP of the individual instruments and an on-server archive for the family file.
See the optimizer in action
An illustrative ₹3 crore family-trust income, three legally-available structurings, ranked by the actual tax (AY 2026-27).
| Structure | Annual tax | Effective rate | Law |
|---|---|---|---|
| Discretionary trust → MMR (as typically set up) | ₹1,17,00,000 | 39.0% | s.164(1) |
| Discretionary within a s.164(1) exception → slab/AOP | ₹1,11,54,000 | 37.2% | s.164(1) provisos |
| ⭐ Specific sub-trusts ×3 → beneficiary-rate | ₹88,54,560 | 29.5% | s.161 |
How it works
Profile the family
Trusts, beneficiaries (relation, minor, NR), and the asset schedule — typed or imported from Excel.
Deterministic engines
Tax (character, MMR exceptions, clubbing, s.47(iii) CG) + ring-fencing (s.281, s.53 TPA, IBC look-backs, sham risk) — the hard rules, no guesswork.
Optimizer & protection grade
Ranks structurings by rupee tax, shows the annual saving, and grades creditor protection per trust.
AI narrative + grounding
Explains and defends it, cited to the Act & Practice Manual — never altering the numbers.
One-click pack
Framework, opinion, narrative and the full instrument set, as one bundle for your advocate.
Why TaxCorp AI
Tax-first, not template-first
The edge is TaxCorp's Income-tax Act, Rules and Practice-Manual corpus — the reasoning, not a generic deed library.
The numbers are deterministic
A rule engine computes the tax; the AI can explain but cannot invent or move a figure.
Act-aware citations
Every conclusion cites the current 2025-Act section with the legacy 1961 number alongside.
Drafts that document their rationale
Each instrument carries inline tax annotations — why irrevocable, why discretionary, why these classes.
Built for liability
Every output is an initial-level draft for CA/advocate review, with assumptions and disclaimers baked in.
In-house specimen library
Drafts are scaffolded from a curated specimen library — family-trust paths never pick a charitable scaffold.
Initial-level analysis for professional review — verify with a qualified CA / advocate before acting. Stamp duty is state-specific and not computed. Cross-border conclusions cover Indian law only; obtain foreign-tax vetting separately. Figures and families shown are illustrative.