Securing Your Legacy: Estate Planning for Seniors

Description

Estate planning is a critical aspect of financial management for any Indian. As you age, it becomes increasingly important to create an asset register in order to proactively plan for the transfer of assets and the protection of one's legacy. 

In India today around 1.5 lakh crore worth of financial assets are lying unclaimed in PF, Bank accounts, insurance, demat, and others.
Reason?
• Lack of financial hygiene in the form of Wills results in family members being completely unaware of total accounts/assets/wishes of their deceased loved one
• Misconception that making a Will is expensive and time consuming
• Access to lawyers is an issue

In this session by Yellow you will learn all about 
• Making a robust Will
• Asset discovery
• Busting myths - nominee vs. heir and other topics
• What actually happens post-demise? Asset transfer related issues that arise in the absence of a Will and nomination

This is an interactive session where questions are encouraged. 

Yellow is the only end-to-end digitally enabled Estate Planning solution in India. With 50+ combined years of experience, Yellow's experts have helped Indian families protect over Rs 42,000 crores of assets.  By combining technology and expertise Yellow has built a user-friendly app that offers an easy and seamless experience to anyone wanting to create their Will from the comfort of their own home. Yellow's Will-making solution is not just for those with access to expensive lawyers and wealth management firms, but for everyone.