Page 35 - IAP Workshop

Chapter 3 35

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
❑Property Deeds
❑Bank Deposit statements
❑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.