To ensure a smooth transition of assets to your heirs, it's crucial to have the following documents in place and inform a family member. 1. Primary Documents: Birth certificate, marriage certificate, PAN card, passport, election ID card, and Aadhaar card. 2. Insurance Details: List all policies with insurer names, policy numbers, insured sums, and tenures. 3. Pension Documents: Include NPS account number and nomination details. Provide pension account number with your employer. 4. Property Papers: Keep all property-related documents together, including mortgage details if applicable. 5. Bank Account Details: Create a list of bank accounts with bank names, account numbers, holding patterns, and nomination details. 6. Bank Locker Details: Specify bank name, locker number, ownership pattern, and key location. Maintain an inventory of locker contents. 7. Demat Account Details: Provide depository partner name, demat account number, and nomination details. Update securities information if possible. 8. Other Investments: Include PPF account details, folio numbers of post office investments, and mutual fund information. 9. Loans and Receivables: Document private loans with amounts and repayment dates. 10. Online Passwords: Keep a secure list of website IDs and passwords for emergency access. Remember to update this information regularly. Additionally, consider digitizing and storing documents online for added security and accessibility. Services like Google Docs, Dropbox, and Kleeto offer convenient options for document storage. Make sure to review and update this information periodically to reflect any changes in your financial situation.