One challenge that we have normally seen with most of our clients is lack of adequate knowledge within the key members of the family, at least the spouse, about Financial Assets & Liabilities. The death is already a painful event and your family not having clarity on your Financial Affairs will b e a big problem in your absence.

The least you can do is to maintain a systematic record of your finances. This includes keeping a handle on all your assets and liabilities in one place. In addition it is also important for you to mention the contact details of the person who can be contacted by your family, in case of an unfortunate incident with you.

Keeping this in mind, we have designed a template which will help you to compile all the important aspects regarding your finances. This includes keeping a record of your bank balances, credit cards, loans, retirement savings, insurance policies, shares, mutual funds, real estate, gold investments and fixed income investments, along with respective contact persons.

Please click here to download the template. Hope you will find this useful!

Team Getting You Rich