[Last updated 18 June 2024]

Checklist to document in a digital locker or share with a trusted family member

1. Email password
2. Bank account number, password, authentication questions & responses (nominees updated)
3. International bank accounts and passwords (nominees updated)
4. Phone pin passcode
5. Investments (with access to CAMS and Kfin, nominees updated)
6. EMIs & other liabilities (bank details, monthly installment)
7. Medical directive (never too young for this)
8. Will (never too young for this)
9. Debit card details (with pin number)
10. Credit card details (with pin number)
11. Home documents (sale agreement, khata, OC)
12. Insurance (health, life - nominees updated)
13. Retirement funds like PF (nominess updated)
14. Scanned copies of IDs (passport, aadhaar, drivers licence, voters ID)
15. Vehicle (registration card, PUC, insurance)
16. Utilities - username and password (electricity, water, mobile, internet)
17. Subscriptions (like amazon, netflix)