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 difcult to fnd 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 fnances, investments, liabilities, assets and savings, in one place.
To fulfl 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
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 M / D D / Y Y H R : M I N
M M / D D / Y Y H R : M I N
M M / D D / Y Y H R : M I N
M M / D D / Y Y H R : M I N
M I D D L E L A S T
F I R S T M I D D L E L A S T
F I R S T M I D D L E L A S T
F I R S T 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
S T R E E T C I T Y S T A T E T E L . N O .
N A M E
F I R S T M I D D L E L A S T
F I R S T M I D D L E L A S T
N A M E
S T R E E T C I T Y S T A T E T E L . N O .
S T R E E T C I T Y S T A T E T E L . N O .
N A M E
N A M E
S T R E E T C I T Y S T A T E T E L . N O .
N A M E
S T R E E T C I T Y S T A T E T E L . N O .
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 Certifcates
Marriage Certifcates
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
F I R S T M I D D L E L A S T
F I R S T M I D D L E L A S T
S T R E E T C I T Y S T A T E
S T R E E T C I T Y S T A T E
S T R E E T C I T Y S T A T E
S T R E E T C I T Y S T A T E
F I R S T M I D D L E
L A S T
F I R S T M I D D L E
L A S T
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
F I R S T M I D D L E L A S T
S T R E E T C I T Y S T A T E
N A M E D A T E
N A M E D A T E
N A M E D A T E
F I R S T M I D D L E L A S T
S T R E E T C I T Y S T A T E
F I R S T M I D D L E L A S T
S T R E E T C I T Y S T A T E
F I R S T M I D D L E L A S T
S T R E E T C I T Y S T 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 benefciary of a trust
Name and Date of Trust:
Location of Trust: PAN No.:
Payback Trust
Name and Date of Trust:
Location of Trust: PAN No.:
Trustee(s) Name and Address:
Successor Trustee Name and Address
Name of dependant:
Minor Older Parents Other relative/s
Whether dependant is/are
Name of attorney:
Current health insurance provider:
Policy No. Plan/Participant Type Type
DEPENDANT DETAILS
F I R S T M I D D L E L A S T
F I R S T M I D D L E L A S T
F I R S T M I D D L E L A S T
F I R S T M I D D L E L A S T
F I R S T M I D D L E L A S T
F I R S T M I D D L E L A S T
7
Name of dependant:
Whether dependant is/are Minor Older Parents Other relative/s
Name of future legal guardian:
Name of attorney:
Current health insurance provider:
Policy No. Plan/Participant Type Type
Name of dependant:
Minor Older Parents Other relative/s Whether dependant is/are
Name of future legal guardian:
Name of attorney:
Current health insurance provider:
Policy No. Plan/Participant Type Type
F I R S T M I D D L E L A S T
F I R S T M I D D L E L A S T
F I R S T M I D D L E L A S T
Name of future legal guardian:
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 Shares
Pension/Annuities
Name of Company Policy Number Beneficiary
8
Bank Balance
Outstanding
Total Value
Pension Amount
9
FINANCIAL ACCOUNTS
Fixed Deposits
Name of Company Amount Certifcate No. Location Maturity Date
Post Office MIS
Savings Bonds
No. of Shares
Other Bonds
Bond No Maturity Value Maturity Date Location
Location of Certificates Total Amount Name
Demat Account
Stocks
Name Total Value Location of Certifcates Demat A/C
10
FINANCIAL ACCOUNTS
LIABILITIES
Home Loans
Loan Provider Loan Amount Loan Tenure EMI
Personal Loans
Loan Provider Loan Amount Loan Tenure EMI
Car Loans
Loan Provider Loan Amount Loan Tenure EMI
Mortgages
Fixed and Long term assets
Primary Residence
Second home/Land
Furniture/Gold/Other assets
Current Value
Financial Account Information is located at:
11
INSURANCE
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
Location of Policies
Property/Casualty Insurance (Auto Coverage, Homeowners & Rental
Coverage Policies, etc.)
Name of Company Policy Number Type of Coverage Broker/Agent
Location of Policies
12
SNAPSHOT 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 Worth
Stocks
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
0 0
0 0
0 0
0 0
0
0
0
0
0
0
0
0
13
OTHER SOURCES
PENSION/ RETIREMENT
Organisational Benefits
Benefts may be avai l abl e to your survi vors based on membershi p i n certai n organi -
sati ons l i ke cl ubs, other professi onal organi sati ons, associ ati ons, etc.
Organisation Type of Benefts
EMPLOYMENT BENEFITS
Current 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 Benefts Group Health Insurance Others
Information located at :
Pension Plans
Name & Address of Employer (Current & Prior) EPF/Gratuity/Pension
14
PENSION/ 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.
INDENTIFICATION INFORMATION
15
Spouses:
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.
Childrens:
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.
I have an ownership interest in the following business(es):
Name & Address of Business Type of Business % Ownership Interest
BUSINESS INTERESTS
INDENTIFICATION INFORMATION
16
Legal Matters
Uncollected legal judgement, pending lawsuit, claim etc.
Name and Address Description
Properties
Description Residential Commercial Self Rented Monthly
Use Use Use Rent
Property Ownership Document/Deed Located at:
Rent Agreements located at:
LEGAL MATTERS AND PROPERTIES
17
ADDITIONAL INFORMATION
(Please mention details about any debts you have/money owed to you/any other fnancial 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 .
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