What My Family Should Know?

SR  no.

Family Advisors

Name

Office

address

Residence

address

Mobile /

Contact number

1

Family Doctor

2

Specialist Doctor (if any)

3

CA / Tax Consultant

4

Insurance Agent

5

Stock Broker

6

Mutual Fund Advisor

7

Family Legal Advisor

Sr no.

DOCUMENTS DETAILS

Number

Expiry Date

(if applicable)

1

Passport

2

Driving license

3

Credit / Debit Cards

4

Club Membership

5

Vehicle Details

6

Income Tax PAN

7

Aadhar Card

8

Aadhar Udyog

Sr no.

LOCATION OF IMPORTANT DOCUMENTS

Location

1

Personal Will

2

Spouse’s Will

3

Insurance Policies

4

Investment Papers

5

Property Records

6

Birth Certificate

7

Marriage Certificate

8

Domicile Certificate

9

Important Agreements

10

Other Important Papers

Insurance – LIC Policy Details

Sr. No.

Name of

Nominee

Policy No.

Issuing

Office /

Agent

Amount

Insured

Issue

Date / Maturity Date

Table

&

Term

Premuim amount with due dates

Remarks

Insurance – Mediclaim Policy Details

Sr. No.

Name & type of policy

Name of

Nominee

Policy No.

Issuing

Office /

Agent

Amount

Insured

Issue

Date / Maturity Date

Emergency Helpline numbers & email address

Premuim amount with due dates

Remarks

Floater policy

Mutual Funds Details

Sr. No.

Name of Mutual Fund companies

Fund name /

Scheme name / Plan

Name of

Nominee

Folio Nos.

Mutual Fund Advisor

Lumpsum Amount

Invested

SIP Amount

Active SIP

Date with End Date

Helpline numbers & email address

Vehicle Insurance Details

Sr. No.

Name of Vehicle

Insurance company

Policy No.

Issuing

Office /

Agent

Amount

Insured

Issue

Date / Maturity Date

Premium amount with due dates

Helpline numbers & email address

Fire / Burglary Insurance Details

Sr. No.

Name of Property

Insurance company

Policy No.

Issuing

Office /

Agent

Amount

Insured

Issue

Date / Maturity Date

Premium amount with due dates

Helpline numbers & email address

Bank Details

Sr. No.

Name of Bank

Branch

Account nos. & Type of Account-Saving/Current

Operating instructions

Nominees

Specimen Signatures in each accounts

Fixed Deposit / Recurring Deposit / Company Deposit

Sr. No.

Name of Bank / Company

Branch

FDR no.

Date of deposits

Date of Maturity

Amount

Nominees

Specimen Signatures in each FDs

Loan or OD Availed

Demat Account details

Sr. No.

Name of Broker Company

Name of Sub Broker

DP Id

Contactnumber

Email Id

Jointly held/ Either or / Single

Nominees

Any Pledge against Shares

PPF A/c Details

Name of Bank & Branch

PPF A/c no.

Maturity date

Nominees

NPS A/c Details

Name of Pension  company

Details of Tier-I & Tier-II

NPS A/c no.

Maturity date

Nominees

Locker details

Sr. No.

Name of Bank & Branch

Locker no.

In the name of

Password / Code

Rent

Rent Renewal date

Nominees

Contents

Debit card / Credit card details

Name on Card

Savings account no.

Bank & Branch

Debit card no.

Expiry date

CVV no.

Pin No.

Details of Property

Property In the name of

How Acquired (Inherited / Loan)

Bank Loan  Detail:

Loan Amt.

O/s. Amt.

Registration

No. / Share

Certificate

No.

Nominee if any

Property Card No. and valid

upto

Next Due Date of Property Tax

Mortgage

with Bank

Name &

Branch /

Place of

Docs.

Details of Will

My will is executed on

Copy of the will is kept at

Name & Contact of Legal Advisor who drafted will

Name of Executor

Details of POWER OF ATTORNEY (POA)

My POA is executed in favour of & specific reason

Executed on

Copy of the power of attorney is kept at

Name & Contact of Legal Advisor who drafted will

Details of Debt & Liabilities

I am guarantor of

I am borrowed from

Loan Period

Rate of interest