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Will and Nomination Checklist for Your Family

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The prompt

Help me get my family's paperwork in order so things are easy for them if something happens to me. I'm in [country/state]. My situation: [married/single, children (ages), dependants, property owned, jointly held assets] Assets and accounts (types only, no numbers): [bank accounts, FDs, PF/EPF, PPF, NPS, mutual funds, shares/demat, insurance policies, property, vehicles, gold, digital accounts] Give me: 1. A nomination checklist: each asset type, where to check or update the nominee, and whether a nominee is the same as the legal heir (explain simply; mark legal points [VERIFY with a lawyer]). 2. Why a will matters even with nominees, and the basic parts of a simple will (executor, beneficiaries, witnesses), without drafting legal advice. 3. A 'family information sheet' template: where documents are, contacts for the bank, insurer, CA and lawyer, and how to access important accounts (without writing passwords in it). 4. A 30-day action plan to complete this. This is general information, not legal or tax advice; tell me where to get proper advice.

Why this prompt

• Hand-picked, editorially reviewed prompt
• Written for ChatGPT, Claude, Gemini

Source

Created by BestPromptFinder — editorial prompt, not user-generated. See our content & source policy.

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