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 difficult to find 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 finances, investments, liabilities, assets and savings, in one place.
To fulfil 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,
___________________

PERSONAL INFORMATION
Name of Insured:

FIRST

MIDDLE

LAST

FIRST

MIDDLE

LAST

Name at Birth:
Birthday:

MM / DD / YY

Time of Birth:

HR: MIN

Place of Birth:
Present Address:
STREET

CITY

S TAT E

Permanent Address:
Nationality:

Spouses Name:
PRESENT NAME

Spouses Birthday:

MM / DD / YY

Spouses Place of Birth:

First Childs Name:

First Childs Sex:

CITY

FIRST

MAIDEN NAME

Time of Birth:
S TAT E

MIDDLE

Date of Birth:

HR: MIN

COUNTRY

LAST

Time of Birth:
MM / DD / YY

HR: MIN

Second Childs Name:

FIRST

Second Childs Sex:

MIDDLE

Date of Birth:

LAST

Time of Birth:
MM / DD / YY

Third Childs Name:

Third Childs Sex:

FIRST

MIDDLE

Date of Birth:

HR: MIN

LAST

Time of Birth:
MM / DD / YY

HR: MIN

PARENTAL INFORMATION
Fathers Name:

FIRST

Date of Birth:

MIDDLE

LAST

MIDDLE

LAST

MM / DD / YY

Additional Information:

Mothers Name:

FIRST

Date of Birth:

MM / DD / YY

Additional Information:

PERSONAL ADVISORS
HDFC Life Financial Advisor:
STREET

NAME

CITY

Chartered Accountant:
STREET

S TAT E

TEL. NO.

S TAT E

TEL. NO.

S TAT E

TEL. NO.

S TAT E

TEL. NO.

S TAT E

TEL. NO.

S TAT E

TEL. NO.

NAME

CITY

Stock Broker:
NAME

STREET

CITY

Family Doctor:
STREET

NAME

CITY

Personal Banker:
STREET

NAME

CITY

Lawyer:
STREET

NAME

CITY

RECORD LOCATOR

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 Certificates
Marriage Certificates
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

I have a Will

I do not have a Will

Location of Original and Copies of Will:

Date of Will:

MM / DD / YY

Amendment:

Date of Amendment/s:
MM / DD / YY

Executors Name and Address:

FIRST

STREET

MIDDLE

CITY

LAST

S TAT E

Witnesses 1 (to Will) Name:

Witnesses 1 (to Will) Address:
Witnesses 2 (to Will) Name:
Witnesses 2 (to Will) Address:

FIRST

MIDDLE

LAST

STREET

CITY

S TAT E

FIRST

MIDDLE

LAST

STREET

CITY

S TAT E

MIDDLE

LAST

Minors Guardians Name and Address:

STREET

FIRST

CITY

S TAT E

TRUSTS

I have a Trust

I do not have a Trust

Name and Date of Trust:

NAME

Location of Trust:

DAT E

PAN No.:

Trustee(s) Name and Address:

FIRST

STREET

CITY

MIDDLE

LAST

S TAT E

Successor Trustee Name and Address

FIRST

STREET

My Spouse has a trust

Name and Date of Trust:

CITY

MIDDLE

LAST

S TAT E

My spouse is a beneficiary of a trust

NAME

Location of Trust:

DAT E

PAN No.:

Payback Trust
Name and Date of Trust:
Location of Trust:

NAME

DAT E

PAN No.:

Trustee(s) Name and Address:

FIRST

STREET

Successor Trustee Name and Address

STREET

CITY

FIRST

CITY

MIDDLE

LAST

S TAT E

MIDDLE

S TAT E

LAST

DEPENDANT DETAILS
Name of dependant:
Whether dependant is/are

FIRST

MIDDLE

Minor

Name of future legal guardian:

Name of attorney:

Older Parents

FIRST

FIRST

MIDDLE

MIDDLE

LAST

Other relative/s

LAST

LAST

Current health insurance provider:

Policy No.

Name of dependant:
Whether dependant is/are

Plan/Participant Type

FIRST

Name of attorney:

MIDDLE

Minor

Name of future legal guardian:

Type

Older Parents
FIRST

FIRST

MIDDLE

MIDDLE

LAST

Other relative/s
LAST

LAST

Current health insurance provider:

Policy No.

Name of dependant:
Whether dependant is/are

Plan/Participant Type

FIRST

Name of attorney:

MIDDLE

Minor

Name of future legal guardian:

Older Parents
FIRST

FIRST

Type

MIDDLE

MIDDLE

LAST

Other relative/s
LAST

LAST

Current health insurance provider:

Policy No.

Plan/Participant Type

Type

FINANCIAL ACCOUNTS

Bank Accounts
Name of Bank

Account Number

Type of Account

CustomerID

Bank Balance

Location of Chequebook, Passbooks, Cancelled cheques:

Debit/Credit Cards
Name of Bank

Card Number

Credit Limit

Pin

Tin

Outstanding

Mutual Funds
Fund Name & Company

Account Number

No. of Shares

Total Value

Policy Number

Beneficiary

Pension Amount

Pension/Annuities
Name of Company

FINANCIAL ACCOUNTS

Fixed Deposits
Name of Company

Amount

Certificate No.

Location

Maturity Date

Post Office MIS

Savings Bonds
Name

No. of Shares

Location of Certificates

Demat Account

Total Amount

Other Bonds
Bond No

Maturity Value

Maturity Date

Location

Stocks
Name

Total Value

Location of Certificates

Demat A/C

FINANCIAL ACCOUNTS
Fixed and Long term assets

10

Current Value

Primary Residence
Second home/Land
Furniture/Gold/Other assets
Financial Account Information is located at:

LIABILITIES
Home Loans
Loan Provider

Loan Amount

Loan Tenure

EMI

Loan Amount

Loan Tenure

EMI

Loan Amount

Loan Tenure

EMI

Personal Loans
Loan Provider

Car Loans
Loan Provider

Mortgages

INSURANCE

11

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

Location of Policies

Policy Number

Type of Coverage

Broker/Agent

SNAPSHOT OF ASSETS AND LIABILITIES

Assets

12

LIABILITIES

Bank Balance 0

Credit Card

Mutual Fund

Home Loan

Pension Amt

Personal Loan 0

Fixed deposit 0

Saving bond

Other bond

Car Loan

Total Assets

Total Liabilities

Life Insurance 0

Stocks

Fixed &
Long term
assets

Net Worth

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.

OTHER SOURCES

13

Organisational Benefits
Benefits may be available to your survivors based on membership in certain organisations like clubs, other professional organisations, associations, etc.

Organisation

Type of Benefits

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 Benefits

Group Health Insurance

Others

Information located at :

PENSION/ RETIREMENT
Pension Plans
Name & Address of Employer (Current & Prior)

EPF/Gratuity/Pension

PENSION/ RETIREMENT

14

EPF/Policy No.
Name & Address of Company

Account No.

Other Retirement/Pension Plans

Name & Address of Company

Account No.

Pensions/Retirement Information Located at :

INDENTIFICATION INFORMATION
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.

Passport No.

Driving License No.

UID Aadhar No.

Voters Card No.

Date of Issue

Date of Expiry

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

Date of Issue

Date of Expiry

Driving License No.

Ration Card No.

BUSINESS INTERESTS
I have an ownership interest in the following business(es):
Name & Address of Business

Type of Business

% Ownership Interest

LEGAL MATTERS AND PROPERTIES

16

Legal Matters
Uncollected legal judgement, pending lawsuit, claim etc.
Name and Address

Properties
Description

Residential
Use

Commercial
Use

Property Ownership Document/Deed Located at:

Rent Agreements located at:

Description

Self
Use

Rented

Monthly
Rent

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

17

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. IRDA Reg. No. 101. ARN :MC/09/2014/5278. CIN: U99999MH2000PLC128245
BEWARE OF SPURIOUS PHONE CALLS AND FICTITIOUS/FRAUDULENT OFFERS
IRDA clarifies to public that
IRDA or its officials do not involve in activities like sale of any kind of insurance or financial products nor invest premiums.
IRDA does not announce any bonus. Public receiving such phone calls are requested to lodge a police complaint along with details of phone call, number