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5 Financial Documents Your Family Must Have
5 Financial Documents Your Family Must Have
Building wealth is important, but making sure your family can find and access the right information is equally important. Your investments, insurance, property, retirement accounts and bank accounts can become difficult to manage for your family if the important documents and details are not organised.
In this video, we cover 5 important financial documents and records every family should know about, including your investment statement or CAS – insurance and property details, Will or estate plan, EPF and NPS information, and bank account, FD and locker details.
The goal is not to share sensitive information like PINs, passwords or OTPs. Your family should simply know what assets exist, who the nominees are, and where the important documents are kept.
Save this checklist and share it with your family so your financial assets remain easier to manage when they need them most.
#PersonalFinance #FinancialPlanning #WealthManagement #EstatePlanning
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