little book of legacy (1)

The Little Book of Legacy

Dear ________________________________________________________________ ,

My life and happiness has always revolved around my most treasured asset: You, my beloved family.

I have always loved you more than my own life and would do anything to secure your wellbeing. Your

happiness, prosperity and security have meant the world to me. My simple desire has always been that

you never want for anything and live a life of self-respect and independence, even in my absence. With

this in mind I have set aside some savings and investments.

However, I have realised that our savings and investments by themselves will not ensure a smooth and

happy life for you. In my absence, it will be very dicult to nd out what and where I have put money in,

and you may also remain unaware about all our assets and liabilities. So I have put together all the

crucial information on our nances, investments, liabilities, assets and savings, in one place.

To full my dreams for you and ensure that your life continues to run smoothly, I leave you my cherished

legacy in the form of this Little Book. This Little Book is a part of me that will guide you to a secure future

and is meant only for you. With this Little Book in your hands, I can be at peace, knowing that you will feel

my caring touch for long after I am gone, and that you will continue to live with your heads held high.

My love and blessings will be with you forever.

With love,

___________________

1

Bettercomm3Typewritten Text







PERSONAL INFORMATION

F I R S T M I D D L E L A S T

C I T Y S T A T E C O U N T R Y

S T R E E T C I T Y S T A T E

P R E S E N T N A M E M A I D E N N A M E

F I R S T

M M / D D / Y Y H R : M I N





M I D D L E L A S T




2

Name of Insured:

Name at Birth:

Birthday: Time of Birth:

Place of Birth:

Present Address:

Permanent Address:

Nationality:

Spouses Name:

Spouses Birthday: Time of Birth:

Spouses Place of Birth:

First Childs Name:

First Childs Sex: Date of Birth: Time of Birth:

Second Childs Name:

Second Childs Sex: Date of Birth: Time of Birth:

Third Childs Name:

Third Childs Sex: Date of Birth: Time of Birth:

PARENTAL INFORMATION

S T R E E T C I T Y S T A T E T E L . N O .

M M / D D / Y Y

M M / D D / Y Y

PERSONAL ADVISORS


N A M E



N A M E



N A M E

N A M E


N A M E


N A M E

3

Fathers Name:

Date of Birth:

Additional Information:

Mothers Name:

Date of Birth:

Additional Information:

HDFC Life Financial Advisor:

Chartered Accountant:

Stock Broker:

Family Doctor:

Personal Banker:

Lawyer:

RECORD LOCATOR 4

Safety Storage

Safe Deposit Locker No.: Bank: Key Location:

Safe Deposit Locker No.: Bank: Key Location:

Other Storage:

Other Storage:

Other Storage:

Record / Location

Birth Certicates

Marriage Certicates

Divorce Papers

Tax Records

Mortgage

Title House

Title Car

Title Miscellaneous

Household Records, Bills, etc.

Guardianship Letters

Power of Attorney

Loan Papers

Keys

Other important documents/elements

WILLS

M M / D D / Y Y

M M / D D / Y Y









5

I have a Will I do not have a Will

Location of Original and Copies of Will:

Date of Will:

Amendment: Date of Amendment/s:

Executors Name and Address:

Witnesses 1 (to Will) Name:

Witnesses 1 (to Will) Address:

Witnesses 2 (to Will) Name:

Witnesses 2 (to Will) Address:

Minors Guardians Name and Address:

TRUSTS



N A M E D A T E

N A M E D A T E

N A M E D A T E







6

I have a Trust I do not have a Trust

Name and Date of Trust:

Location of Trust: PAN No.:

Trustee(s) Name and Address:

Successor Trustee Name and Address

My Spouse has a trust My spouse is a beneciary of a trust



Payback Trust



Trustee(s) Name and Address:

Successor Trustee Name and Address

Name of dependant:

Minor Older Parents Other relative/sWhether dependant is/are

Name of attorney:

Current health insurance provider:

Policy No. Plan/Participant Type Type

DEPENDANT DETAILS







7

Name of dependant:

Whether dependant is/are Minor Older Parents Other relative/s

Name of future legal guardian:

Name of attorney:



Name of dependant:

Minor Older Parents Other relative/sWhether dependant is/are


Name of attorney:







FINANCIAL ACCOUNTS

Bank Accounts

Name of Bank Account Number Type of Account CustomerID

Location of Chequebook, Passbooks, Cancelled cheques:

Debit/Credit Cards

Name of Bank Card Number Credit Limit Pin Tin

Mutual Funds

Fund Name & Company Account Number No. of Units

Pension/Annuities

Name of Company Policy Number Beneficiary

8

Bank Balance

Outstanding

Total Value

Pension Amount

9FINANCIAL ACCOUNTS

Fixed Deposits

Name of Company / Bank Amount Certificate No. Location Maturity Date

Post Office MIS

Savings Bonds

No. of Units

Other Bonds

Bond No Maturity Value Maturity Date Location

Location of Certificates Total AmountName Demat Account

Stocks

Name Total Value Location of Certicates Demat A/C No of Shares

10FINANCIAL ACCOUNTS

LIABILITIES

Home Loans

Loan Provider Loan Amount Loan Tenure EMI

Personal Loans


Car Loans


Mortgages

Fixed and Long term assets

Primary Residence

Second home/Land

Furniture/Gold/Other assets

Current Value

Financial Account Information is located at:

11INSURANCE

Life Insurance

Name of Company Policy Number Sum Assured Fund Value

Location of Policies

Other Insurance (Medical, Hospitalisation, Accident, Travel, etc.)

Name of Company Policy Number Type of Coverage


Property/Casualty Insurance (Auto Coverage, Homeowners & Rental

Coverage Policies, etc.)

Name of Company Policy Number Type of Coverage Broker/Agent


Sum Assured

12SNAPSHOT OF ASSETS AND LIABILITIES

Assets LIABILITIES

Bank Balance Credit Card

Mutual Fund

Pension Amt

Fixed deposit

Saving bond

Other bond

Home Loan

Personal Loan

Car Loan

Life Insurance

Total Assets

Total Liabilities

Net WorthStocks

Is your family well equipped to take care of liabilities, when you are not around?

A comprehensive protection plan can help you to strengthen your portfolio so that your family never ever have to adjust in case of any unforseen circumstances.

Fixed &Long term assets

13OTHER SOURCES

PENSION/ RETIREMENT

Organisational Benefits

Benets may be available to your survivors based on membership in certain organi-

sations l ike clubs, other professional organisations, associations, etc.

Organisation Type of Benets

EMPLOYMENT BENEFITSCurrent Employer :

Current Employer Name, Address & Tel Nos.:

Contact Person at Work: Contact Details:

Potential eligible employee benef its available:

Group Life Insurance Unpaid Salary

Pension Survivors Benets Group Health Insurance Others

Information located at :

Pension Plans

Name & Address of Employer (Current & Prior) EPF/Gratuity/Pension

14PENSION/ RETIREMENT

EPF/Policy No.

Name & Address of Company Account No.

Other Retirement/Pension Plans

Name & Address of Company Account No.

Pensions/Retirement Information Located at :

Self

Pan No. UID Aadhar No. Voters Card No.

Passport No. Date of Issue Date of Expiry

Driving License No. Date of Issue Date of Expiry

Ration Card No.

IDENTIFICATION INFORMATION

15

Spouses:




Ration Card No.

Childs:




Ration Card No.

I have an ownership interest in the following business(es):

Name & Address of Business Type of Business % Ownership Interest

BUSINESS INTERESTS

IDENTIFICATION INFORMATION

16

Legal Matters

Uncollected legal judgement, pending lawsuit, claim etc.

Name and Address Description

PropertiesDescription Residential Commercial Self Rented Monthly

Use Use Use Rent

Property Ownership Document/Deed Located at:

Rent Agreements located at:

LEGAL MATTERS AND PROPERTIES

17ADDITIONAL INFORMATION(Please mention details about any debts you have/money owed to you/any other nancial details.)

2013 HDFC Life

All Rights Reserved. No part of this publication may be reproduced or transmitted in any form or by any means, electronic or mechanic, including photocopy, recording,or any information storage and retrieval system, without permission in writing from HDFC Standard Life Insurance company Limited .HDFC Standard Life Insurance company Limited. IRDAI Reg. No. 101. ARN :MC/05/2015/6323. CIN: U99999MH2000PLC128245

BEWARE OF SPURIOUS PHONE CALLS AND FICTITIOUS/FRAUDULENT OFFERSIRDAI clarifies to public that IRDAI or its officials do not involve in activities like sale of any kind of insurance or financial products nor invest premiums. IRDAI does not announce any bonus. Public receiving such phone calls are requested to lodge a police complaint along with details of phone call, number

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little book of legacy (1)

Documents

t e t e

es t r e e t c i t y

t ep r e s e n t n

d e n n

d d y y h r

d d y ym

r s tm

time of birth