Services & Plans

Thoughtful plans for complex cross-border lives

Whether you're worried about taxes, wealth and estate planning, or immigration, Needful gives you a clear, personal roadmap—not just a stack of documents.

Needful Wealth🎯 Tax Season Discount
$40/mo
$500/yr$400/yr

Built for individuals and families who want year-round cross-border financial guidance

✓Dual-country tax filing (FBAR, FATCA, ITR)
✓Optimize and grow cross-border wealth (properties, stocks, and more)
✓Estate-planning — inheritance and remittance strategies
✓Up to 5 consultative calls with tax, wealth & legal experts
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Needful Travel & Immigration
$40/mo
$400/yr

Built for individuals and families that want year-round travel support

✓Premium concierge for traveling to & within India (weddings, large groups, etc.)
✓Visa & immigration support (OCI, H1B, O1, Green Card, Schengen, etc.)
✓Admin support — PAN cards, Aadhaar cards, e-SIMs
✓Passport services & consular documentation
✓Document apostille & notarization support
✓Up to 5 consultative calls with immigration / travel experts
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Needful Care
$100/mo
$1,000/yr

Personalized support for families that want proactive eldercare

✓Monthly health & wellness check-ins with a registered nurse/carer
✓Medication delivery coordination
⏳Coming soon: Family coordination dashboard
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Needful One⭐ Best Value
$150/mo
$1,500/yr

Comprehensive coverage across wealth, travel and family care

✓Everything in Needful Wealth, Travel & Care
✓Up to 10 consultative calls
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** Additional fees may apply depending on the complexity of your situation. Final pricing will be confirmed before any work begins.

Have an isolated case? We can still help.

If you don’t want a bundle right now, don’t worry — just email us and we’ll shape a custom plan for your exact situation. Whatever your case is, we’ll do the needful.

Email Us for a Custom Plan
Needful is not a law firm or tax filing service. We work alongside your advisors to give you clarity, structure, and follow-through on the things that matter most across the US and India.