Transfera — Estate Planning & Settlement

Resolve the complexities of life and legacy, autonomously.

Intelligent agents to draft your Will today, and handle the administrative burden of your estate tomorrow.

256-bit AES encryption
Your data stays in India
Aligned with the DPDP Act, 2023
app.transfera.in

Will Status

Drafted

Complete

Estate Value

₹4.2 Cr

Executors Named

2 of 2

Complete

Agent Activity

09:41
Will document generated — 14 clauses reviewed
09:43
Digital vault secured — 6 accounts indexed
09:45
Executor notifications sent — awaiting signature
0-bitAES encryption, at rest & in transit
0%Your data stored in India
0Portals — plan, settle, discover
0/7Estate monitoring & alerts

Built on India's trusted financial & identity rails

DigiLockerAccount AggregatorPAN / NSDLCDSL & NSDL DepositoriesEPFOUPIDigiLockerAccount AggregatorPAN / NSDLCDSL & NSDL DepositoriesEPFOUPI

Three pillars of estate intelligence

Every stage of legacy, handled with precision.

For Individuals

Plan Your Legacy

Draft your Will, secure your digital vault, and appoint your executors — in under 20 minutes.

Our AI guides you through creating a legally-binding Will, organises your digital accounts and assets into a secure vault, and ensures the right people are authorised to act on your behalf.

  • Legally-binding Will generation
  • Encrypted digital vault
  • Executor appointment & verification
For ExecutorsMost Used

Settle an Estate

Deploy AI agents to intercept 2FA, cancel subscriptions, and navigate probate automatically.

When the time comes, our agents act immediately. They intercept time-sensitive two-factor authentication requests, cancel recurring services, notify financial institutions, and guide you through the probate process step by step.

  • 2FA interception & access recovery
  • Subscription & account cancellation
  • Automated probate navigation
Enterprise

Enterprise & Partners

White-label estate settlement as a core benefit for HR teams and life insurers.

Integrate Transfera's full estate intelligence stack into your existing HR or insurance platform. Offer estate planning as a valued employee benefit, or automate claim processing at scale.

  • HR & employee benefit programmes
  • Insurer claim automation
  • White-label API & co-branding

How it works

From first draft to final settlement — fully automated.

Transfera handles the complete lifecycle of an estate on a single platform. Plan it today; let autonomous agents resolve it tomorrow — turning what is typically 12–18 months of hands-on paperwork into a few days of active executor time.

12 months→ reduced to 72 hours of active executor time.
01~15 min

Answer a structured questionnaire

Our guided intake process takes 12–20 minutes. You provide information about your assets, beneficiaries, and wishes. No legalese.

02Instant

AI drafts your legal documents

Our models generate a jurisdiction-compliant Will, reviewed against current statute. A qualified solicitor reviews every document before it is finalised.

03Same day

Execute, sign, and store securely

Sign digitally or via witnessed physical execution. Your Will and all estate instructions are encrypted and stored in your personal digital vault.

0472 hrs

Agents activate when needed

When the time comes, named executors unlock the vault. AI agents take immediate, autonomous action across accounts, subscriptions, and institutions.

Built for these moments

Support in life's most difficult moments.

Representative scenarios showing how each portal is designed to help.

My father passed without a Will. The executor agents traced his accounts through the Account Aggregator network, flagged 14 active subscriptions, and prepared the succession certificate application — things I had no idea how to do while grieving.

Daughter settling a parent's estate

Discovery Executor · Pune

We wanted estate support as an employee benefit. When a claim comes in, the agents gather the death certificate, heir details and account records before our HR and claims teams even open the file.

Head of Claims, group insurer

Enterprise · pilot programme

Making a Will felt impossible. Transfera turned it into a 15-minute flow — nominations, assets, executors, all in one place. My family will know exactly what happens and where everything is.

First-time estate planner

Estate Planner · Bengaluru

For organisations

Offer estate planning as
an employee benefit

HR teams, insurers and financial institutions use Transfera to give employees and policyholders a world-class estate planning experience — fully branded, compliant and automated.

  • White-label the platform under your brand
  • Bulk seat management for employees or policyholders
  • HRMS & insurer API integration
  • Dedicated onboarding and compliance support

Enterprise Portal

Your organisation · HR Admin

Employees enrolled
1,240

+18 this month

Estates active
34

3 in probate

Wills completed
892

72% completion

AI agents running · 2 tasks pending

Pricing

Simple pricing, no surprises

Choose the plan that fits your situation — whether you're planning ahead or navigating an estate today.

For individuals

Estate Planner

Plan your legacy while you're living

Most popular
799/month

Or ₹7,499/year (save 22%)

Start planning for free

Everything you need

  • AI-guided Will creation & legal storage
  • Encrypted digital asset vault
  • Estate readiness score & next-step nudges
  • Assign executors, guardians & beneficiaries
  • Emergency access protocols
  • Employer-sponsored access (if enrolled)
  • Document e-signing & notarisation support
  • Annual estate review reminders

For executors

Discovery Executor

Navigate an unplanned estate with AI

One-time fee
₹4,999per estate

No subscription · Pay once per estate · 90-day access included

Start estate discovery

Full estate toolkit

  • AI forensic account & asset discovery
  • Automated creditor interception
  • Intestate succession mapping (all states)
  • Probate filing assistance
  • AI agents for 2FA, subscriptions & transfers
  • Death certificate & legal heir support
  • Dedicated grief paralegal (90 days)
  • Urgent legal triage & deadline tracking

HR team, insurer or legal practice?

Enterprise plans include white-labelling, bulk seat management, HRMS integration and dedicated support.

Talk to sales

Begin today

Your legacy deserves the same precision as your life's work.

Join 0 individuals and families who have secured their legacy with Transfera. Start free, and complete your Will today.

No payment required. Your data is encrypted and never sold.