Today we are releasing a FREE, very detailed, and comprehensive Google Sheets for all that can act as a single point of information for your family to access all the data and information related to your financial life.
In this COVID pandemic, many families lost a family member and in many cases, it was the main breadwinner of the family. This left him in a position where he had no idea about insurance and investments made. They had to find every little detail from the beginning and it was a very frustrating experience.
A lot of this can be avoided if one just creates a master document file (also known as a blackbox file) and saves all the information in it and shares that file with one’s family.
We Released it on Twitter platformWhich has a link to copy it to your Google Drive.
Here’s a FREE gift from WakeInvestor to all investors
Download this amazing master document template for all your financial information, IDs, passwords and important contacts
Link to copy: https://t.co/fEZCJAx5pu
It took me 2 days to prepare this..
Please RT to enhance pic.twitter.com/UP5TirobDb
— Manish Chauhan (@jagoinvestor_) 3 June 2021
May I request you to like and retweet the tweet so that it reaches as many people as possible.
What’s in this blackbox file?
- various investment details
- various insurance details
- various contact details
- various important ids
- assets and liabilities section
- Checklist of what to do after death of account holder
- term insurance claim process
- banking claim process
- Mutual Fund Claim Process
- PPF and EPF claim process
- NPS Claim Process
- property claim process
- Demat Claim Process
- Video (English and Hindi) on 20 things to do after the death of a family member
- Introduction video about this sheet
Please copy the master file to your Google account and fill it up and then share it with your spouse/ family members. Share this link in your office platform or other WhatsApp groups that you are a part of.
Also, do share your feedback about the sheet and if you liked it?