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Family Financial Handover Map is a practical record book designed to help the people you trust understand your financial life if you are ever unavailable.
It gives you one clear place to record where your bank accounts, investments, insurance policies, property documents, loans, nominees, will, important contacts and digital financial records can be found.
The journal includes dedicated sections for bank accounts, mutual funds, DemAT accounts, EPF, NPS, PPF, insurance policies, property, liabilities and more, with space for account numbers, nominees, access instructions and document locations.
It is not a password book or a substitute for legal or financial advice. Instead, it is a simple handover map: a way to make sure the information currently stored in your head can also be understood by the people who may one day need it.
One clear record. Fewer mysteries.
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