Legacy Planning Advisor in Dubai – Protect & Transfer Your Wealth

Gift your family a legacy to carry forward in the form of a happy and prosperous future

Legacy Planning is not just about distributing your wealth among your loved ones through estate planning or setting up of trust. It is also important to prepare your family on their inheritance to ensure wealth management across generations.

A Strong Foundation for Preserving Your Wealth

Legacy Planning is about fulfilling your wishes for your family and transitioning your wealth to your loved ones as you intend to. Holistic Family Legacy Planning lays foundation for long-term wealth preservation , and combines tax planning, financial planning, estate planning, and business succession planning.

The transition requires to take into account key components, including various family assets, estate planning documents and trusts, and long-term business succession plan, as well as effective communication with families and beneficiaries.

It is also important to understand local regulations, laws and customs that can affect your Legacy Planning.

Do More Than Wealth Distribution

Asfar takes a client-focused approach in helping you build a successful wealth transfer or business succession plan, and provides your beneficiaries with the guidance and tools to take your legacy further.

With expertise and the know-how of the regional and local legal framework in the UAE, he can facilitate setting up of family trusts, prepare living wills and last will & testaments.

Let Asfar help you plan through for legacy investments and succession planning for a family business to provide a future you want for your family.

Your legacy is not what you do for yourself, but what you build for the next generation.

Estate planning

Be the guardian of your wealth in death by making a plan in advance to distribute assets among your children or descendants

Living Wills

Get assistance in making a living will to put your wishes on paper

Last Will and Testament

A Last Will and Testament enables you to control what happens to your estate after you

Family Trusts

Business Succession Planning

Ensure long-term survival of business you have worked on to build from scratch with Succession Planning

Experience our services

FAQs

What is legacy planning and why is it important for expats in Dubai?

Legacy planning is the process of organising how your wealth and assets will be distributed after your death or incapacitation. For expats in Dubai and the UAE, it is especially important because the UAE applies Sharia law to inheritance matters by default for non-Muslims unless a registered will is in place. Without proper legacy planning, your assets may not be distributed according to your wishes, causing financial and legal stress for your loved ones.

Can expats in Dubai create a will or trust to protect their wealth?

Yes. Expats in Dubai can register a will through the DIFC Wills Service Centre or the Abu Dhabi Judicial Department (ADJD). You can also set up offshore trusts through approved structures to ringfence assets and ensure they pass to your chosen beneficiaries. A qualified legacy planning advisor like Pro Financial Solutions can help you choose the most suitable structure for your situation.

What assets can be covered in a legacy plan in the UAE?

A comprehensive legacy plan in the UAE can cover UAE bank accounts, investment portfolios, life insurance policies, offshore assets, real estate (both in the UAE and abroad), business interests, and pension funds. Your advisor will help map all assets and ensure each is covered under the appropriate legal or financial structure.

How does Islamic inheritance law affect expats without a will in Dubai?

If an expat passes away in the UAE without a registered will, UAE courts may apply Sharia inheritance law to distribute UAE-based assets. This can mean a fixed proportion goes to specific family members under Islamic rules, which may differ significantly from your personal wishes. Registering a will or using an approved offshore trust is the most effective way to ensure your estate is distributed as you intend.

How much does legacy planning cost in Dubai?

The cost of legacy planning in Dubai varies depending on the complexity of your estate and the structures involved. A basic DIFC will can cost from AED 3,000 to AED 10,000+, while more complex trust structures may involve higher fees. Pro Financial Solutions offers a free initial consultation to help you understand your options and the associated costs with no obligation.