LIST OF KEY PERSONAL DOCUMENTS FOR THE FAMILY LIFE
1. Family
· Birth and Death Certificates
· Adoption papers
· Marriage and Divorce papers
2. Personal property
· Real estate
· If tenanted, with agreements and terms
· Inventory of agricultural lands with revenue records
· All bank accounts with proper nomination
· Fixed deposit receipts
· Loans documents
· Shares, debentures, mutual funds, units, and bonds investments
· Safe deposit vaults with location, number and keys
· Government securities and post office investments
· Details of amounts receivable and payable
· Vehicles registrations
3. Insurance
· Life covers
· Health insurance and Accident insurance covers
· Home insurance covers
· Vehicles insurance covers
· Business insurance covers
4. Employee benefits
· Provident fund
· Gratuity
· Pension
· Superannuation
5. Taxes and returns
· Income Tax Permanent Account Number (PAN)
· District and ward where income is assessed
· Income tax returns or assessment orders for the last 3 years
· Wealth tax returns for the last 3 years
6. Business
· Share, goodwill and mode of payment to be received in business
· Partnership deeds
· Documents of transfer of property
· Power of Attorney documents
7. Estate planning
· Wills and Gifts
· Trusts