01
Personal Details
PAN, Aadhaar, employer, document locations, key advisor contacts.
02
Bank Accounts & FDs
Every savings account, FD, and RD with nominee details and IFSC codes.
03
Mutual Funds & Stocks
Demat accounts, folio numbers, SIP details, direct equity holdings.
04
Insurance Policies
Life, term, health, ULIP, LIC — with claim contacts and premium dates.
05
Real Estate
Property addresses, registration numbers, survey details, document locations.
06
PF, NPS & Gratuity
UAN, PRAN, PPF passbook details — the most commonly unclaimed assets.
07
Gold & Physical Assets
Jewellery, SGB, digital gold, locker details, vehicles.
08
Loans & Liabilities
All EMIs, lenders, outstanding amounts, and co-borrower details.
09
Digital & Crypto
Exchange accounts, cold wallet locations, domain names, online businesses.
10
Nominees & Contacts
Full nominee KYC, emergency contacts, family CA, lawyer, doctor.
11
Passwords & Access
Banking logins, investment apps, device codes, password manager details.
12
Last Wishes
Will details, asset distribution, final rites preferences, personal messages.
13
Family Checklist
Step-by-step actions post-death with EPFO, IRDA, SEBI helplines.