The Little Book of Legacy

Dear ________________________________________________________________ ,

My life and happiness has always revolved around my most treasured asset: You, my beloved family.

I have always loved you more than my own life and would do anything to secure your wellbeing. Your
happiness, prosperity and security have meant the world to me. My simple desire has always been that
you never want for anything and live a life of self-respect and independence, even in my absence. With
this in mind I have set aside some savings and investments.

However, I have realised that our savings and investments by themselves will not ensure a smooth and
happy life for you. In my absence, it will be very difficult to find out what and where I have put money in,
and you may also remain unaware about all our assets and liabilities. So I have put together all the
crucial information on our finances, investments, liabilities, assets and savings, in one place.

To fulfil my dreams for you and ensure that your life continues to run smoothly, I leave you my cherished
legacy in the form of this Little Book. This Little Book is a part of me that will guide you to a secure future
and is meant only for you. With this Little Book in your hands, I can be at peace, knowing that you will feel
my caring touch for long after I am gone, and that you will continue to live with your heads held high.

My love and blessings will be with you forever.

With love,

___________________
PERSONAL INFORMATION 2

Name of Insured:
FIRST MIDDLE LAST

Name at Birth:
FIRST MIDDLE LAST

Birthday: Time of Birth:

MM / DD / YY HR: MIN

Place of Birth:

Present Address:
STREET CITY S TAT E

Permanent Address:

Nationality:

Spouses Name:
PRESENT NAME MAIDEN NAME

Spouses Birthday: Time of Birth:

MM / DD / YY HR: MIN

Spouses Place of Birth:

CITY S TAT E COUNTRY

First Childs Name:

FIRST MIDDLE LAST

First Childs Sex: Date of Birth: Time of Birth:

MM / DD / YY HR: MIN

Second Childs Name:

FIRST MIDDLE LAST

Second Childs Sex: Date of Birth: Time of Birth:

MM / DD / YY HR: MIN

Third Childs Name:

FIRST MIDDLE LAST

Third Childs Sex: Date of Birth: Time of Birth:

MM / DD / YY HR: MIN
PARENTAL INFORMATION 3

Fathers Name:
FIRST MIDDLE LAST

Date of Birth:
MM / DD / YY

Additional Information:

Mothers Name:
FIRST MIDDLE LAST

Date of Birth:
MM / DD / YY

Additional Information:

PERSONAL ADVISORS

HDFC Life Financial Advisor:

NAME

STREET CITY S TAT E TEL. NO.

Chartered Accountant:
NAME

STREET CITY S TAT E TEL. NO.

Stock Broker:
NAME

STREET CITY S TAT E TEL. NO.

Family Doctor:
NAME

STREET CITY S TAT E TEL. NO.

Personal Banker:
NAME

STREET CITY S TAT E TEL. NO.

Lawyer:
NAME

STREET CITY S TAT E TEL. NO.

RECORD LOCATOR 4

Safety Storage

Safe Deposit Locker No.: Bank: Key Location:

Safe Deposit Locker No.: Bank: Key Location:

Other Storage:

Other Storage:

Other Storage:

Record / Location

Birth Certificates

Marriage Certificates

Divorce Papers

Tax Records

Mortgage

Title House

Title Car

Title Miscellaneous

Household Records, Bills, etc.

Guardianship Letters

Power of Attorney

Loan Papers

Keys

Other important documents/elements

WILLS 5

I have a Will I do not have a Will

Location of Original and Copies of Will:

Date of Will:
MM / DD / YY

Amendment: Date of Amendment/s:

MM / DD / YY

Executors Name and Address:

FIRST MIDDLE LAST

STREET CITY S TAT E

Witnesses 1 (to Will) Name:

FIRST MIDDLE LAST

Witnesses 1 (to Will) Address:

STREET CITY S TAT E

Witnesses 2 (to Will) Name:

FIRST MIDDLE LAST

Witnesses 2 (to Will) Address:

STREET CITY S TAT E

Minors Guardians Name and Address:

FIRST MIDDLE LAST

STREET CITY S TAT E

TRUSTS 6

I have a Trust I do not have a Trust

Name and Date of Trust:

NAME DAT E

Location of Trust: PAN No.:

Trustee(s) Name and Address:

FIRST MIDDLE LAST

STREET CITY S TAT E

Successor Trustee Name and Address

FIRST MIDDLE LAST

STREET CITY S TAT E

My Spouse has a trust My spouse is a beneficiary of a trust

Name and Date of Trust:

NAME DAT E

Location of Trust: PAN No.:

Payback Trust

Name and Date of Trust:

NAME DAT E

Location of Trust: PAN No.:

Trustee(s) Name and Address:

FIRST MIDDLE LAST

STREET CITY S TAT E

Successor Trustee Name and Address

FIRST MIDDLE LAST

STREET CITY S TAT E

DEPENDANT DETAILS 7

Name of dependant:
FIRST MIDDLE LAST

Whether dependant is/are Minor Older Parents Other relative/s

Name of future legal guardian:

FIRST MIDDLE LAST

Name of attorney:
FIRST MIDDLE LAST

Current health insurance provider:

Policy No. Plan/Participant Type Type

Name of dependant:
FIRST MIDDLE LAST

Whether dependant is/are Minor Older Parents Other relative/s

Name of future legal guardian:

FIRST MIDDLE LAST

Name of attorney:
FIRST MIDDLE LAST

Current health insurance provider:

Policy No. Plan/Participant Type Type

Name of dependant:
FIRST MIDDLE LAST

Whether dependant is/are Minor Older Parents Other relative/s

Name of future legal guardian:

FIRST MIDDLE LAST

Name of attorney:
FIRST MIDDLE LAST

Current health insurance provider:

Policy No. Plan/Participant Type Type

 FINANCIAL ACCOUNTS 8

Bank Accounts

Name of Bank Account Number Type of Account CustomerID Bank Balance

Location of Chequebook, Passbooks, Cancelled cheques:

Debit/Credit Cards

Name of Bank Card Number Credit Limit Pin Tin Outstanding

Mutual Funds

Fund Name & Company Account Number No. of Shares Total Value

Pension/Annuities

Name of Company Policy Number Beneficiary Pension Amount

 FINANCIAL ACCOUNTS 9

Fixed Deposits

Name of Company Amount Certificate No. Location Maturity Date

Post Office MIS

Savings Bonds

Name No. of Shares Location of Certificates Demat Account Total Amount

Other Bonds

Bond No Maturity Value Maturity Date Location

Stocks

Name Total Value Location of Certificates Demat A/C

 FINANCIAL ACCOUNTS 10

Fixed and Long term assets

Current Value

Primary Residence

Second home/Land

Furniture/Gold/Other assets

Financial Account Information is located at:

LIABILITIES

Home Loans

Loan Provider Loan Amount Loan Tenure EMI

Personal Loans

Loan Provider Loan Amount Loan Tenure EMI

Car Loans

Loan Provider Loan Amount Loan Tenure EMI

Mortgages
INSURANCE 11

Life Insurance

Name of Company Policy Number Sum Assured Fund Value

Location of Policies

Other Insurance (Medical, Hospitalisation, Accident, Travel, etc.)

Name of Company Policy Number Type of Coverage

Location of Policies

Property/Casualty Insurance (Auto Coverage, Homeowners & Rental

Coverage Policies, etc.)

Name of Company Policy Number Type of Coverage Broker/Agent

Location of Policies
 SNAPSHOT OF ASSETS AND LIABILITIES 12

Assets LIABILITIES

Bank Balance 0 Credit Card 0

Mutual Fund 0 Home Loan 0

Pension Amt 0 Personal Loan 0

Fixed deposit 0 Car Loan 0

Saving bond 0

Other bond 0

Total Assets 0

Life Insurance 0
Total Liabilities 0

Stocks 0 Net Worth 0

Fixed &
0
Long term
assets

Is your family well equipped to take care of liabilities, when you are not around?

A comprehensive protection plan can help you to strengthen your portfolio

so that your family never ever have to adjust in case of any unforseen
circumstances.
OTHER SOURCES 13

Organisational Benefits
Benefits may be available to your survivors based on membership in certain organi-
sations like clubs, other professional organisations, associations, etc.

Organisation Type of Benefits

EMPLOYMENT BENEFITS
Current Employer :

Current Employer Name, Address & Tel Nos.:

Contact Person at Work: Contact Details:

Potential eligible employee benef its available:

Group Life Insurance Unpaid Salary

Pension Survivors Benefits Group Health Insurance Others

Information located at :

PENSION/ RETIREMENT
Pension Plans

Name & Address of Employer (Current & Prior) EPF/Gratuity/Pension

PENSION/ RETIREMENT 14

EPF/Policy No.

Name & Address of Company Account No.

Other Retirement/Pension Plans

Name & Address of Company Account No.

Pensions/Retirement Information Located at :

INDENTIFICATION INFORMATION
Self

Pan No. UID Aadhar No. Voters Card No.

Passport No. Date of Issue Date of Expiry

Driving License No. Date of Issue Date of Expiry

Ration Card No.

INDENTIFICATION INFORMATION 15

Spouses:

Pan No. UID Aadhar No. Voters Card No.

Passport No. Date of Issue Date of Expiry

Driving License No. Date of Issue Date of Expiry

Ration Card No.

Childrens:

Pan No. UID Aadhar No. Voters Card No.

Passport No. Date of Issue Date of Expiry

Driving License No. Date of Issue Date of Expiry

Ration Card No.

BUSINESS INTERESTS

I have an ownership interest in the following business(es):

Name & Address of Business Type of Business % Ownership Interest

LEGAL MATTERS AND PROPERTIES 16

Legal Matters

Uncollected legal judgement, pending lawsuit, claim etc.

Name and Address Description

Properties
Description Residential Commercial Self Rented Monthly
Use Use Use Rent

Property Ownership Document/Deed Located at:

Rent Agreements located at:

ADDITIONAL INFORMATION 17

(Please mention details about any debts you have/money owed to you/any other financial details.)
 2013 HDFC Life
All Rights Reserved. No part of this publication may be reproduced or transmitted in any form or by any means, electronic or mechanic, including photocopy, recording,or
any information storage and retrieval system, without permission in writing from HDFC Standard Life Insurance company Limited .
HDFC Standard Life Insurance company Limited. IRDA Reg. No. 101. ARN :MC/09/2014/5278. CIN: U99999MH2000PLC128245

BEWARE OF SPURIOUS PHONE CALLS AND FICTITIOUS/FRAUDULENT OFFERS

IRDA clarifies to public that
IRDA or its officials do not involve in activities like sale of any kind of insurance or financial products nor invest premiums.
IRDA does not announce any bonus. Public receiving such phone calls are requested to lodge a police complaint along with details of phone call, number