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Home Assignment                                                         31


      Estate Planning Checklist




        1   Ensure that your family knows about all your
            properties/investments
      ❑ Bank accounts /lockers
      ❑ Investments (Stocks, MF, FDs,
      ❑ Land/Property documents
      ❑ Insurance policies


        2   Ensure all important documents are safely locked away and
            your family has access to them
      ❑ Identity Proofs                           ❑ Digi Lockers
      ❑ Property Deeds                            ❑ Digi Identity
      ❑ Bank Deposit statements                   ❑ Escrow Accounts
      ❑ Tax Papers
      ❑ Investment receipts
      ❑ Policy Contracts


        3
            Have you done nominations for all your accounts?
      ❑ Savings Account
      ❑ FDs
      ❑ Demat
      ❑ PF/PPF
      ❑ NPS
      ❑ Insurance Policies
      ❑ Any other accounts


        4   Ensure that all your documents are ready for smooth
            transfer to the family
      ❑ Is your name recorded correctly?
      ❑ Are your souse/children’s name recorded correctly?
      ❑ Do you have contacts of key officers?



        5   Ensure that your family has names and contacts details of
            all your advisors – Lawyer, CA, Financial Advisor, etc.
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