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My death file & why I need one

What is a Death File:

A death file is a binder, folder, spreadsheet, and/or document(s) that contains all the information a loved one would need in the event of your incapacity or passing. It can be in physical or digital form based on personal preference.


Depending on your circumstances, it could be as simple as one piece of paper or as lengthy as a book. A death file is also commonly referred to as an in-case-of-death-binder or simply a death binder. It can also simply be called a Letter Of Instructions.
 

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Why we all need a Death File:

Although nobody likes to think about when we may inevitably kick the bucket, preparing for your passing with a death file is an act of love and responsibility. Anyone who has had a loved one pass unexpectedly and had to settle their affairs can surely attest to that. ​​
Examples of critical items that should be included in a death file include:

  • Last will and testament

  • Beneficiary designations

  • Wealth Manager contact information

  • Login details for all Demat accounts, mutual fund accounts & Bank accounts

  • Life insurance policy account numbers

  • All other independent investment details of EPF, PPF, SSY, bank lockers, etc.

  • Estate attorney contact information

  • Instructions on where to access filed tax returns

  • Burial/Cremation instructions if any

  • Account info for all other bills – cable, phone, internet, utilities, gym, etc.

  • Reference list of doctors, medications, medical release forms, etc.

  • Login and passwords list

  • Any other pertinent information about your life, assets, liabilities, responsibilities, and wishes

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We Care:

We care deeply about making a difficult time just a little bit easier for you and your loved ones. That's why we've taken our experience and expertise to create an Excel file that serves as a comprehensive guide for organizing your important information.

By downloading this file, you'll have a valuable tool at your fingertips, simplifying the process of managing affairs during challenging times.

Share this link with your friends and family so they too can benefit from the peace of mind that comes with preparation. Together, we can ensure that everyone is equipped to navigate life's inevitable transitions with grace and clarity.

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