Guidance to your Family

If you are not there tomorrow, what important guidance would you want to leave for your family?

Financial Guidance

Please consider recording guidance on the following topics:

  1. Sources of Income
    • What are the current sources of income?
    • How much income is expected monthly or yearly?
  2. Education Planning
    • How much should be allocated for children’s education?
    • What are the future study goals and financial plans?
  3. Living Expenses
    • How much should be spent monthly for household and daily living expenses?
  4. Loans and Liabilities
    • What loans are currently active?
    • How should they be repaid or closed?
  5. Property Details
    • What properties and assets do we own?
    • Where are the related documents stored?
  6. Emergency Financial Planning
    • Which assets or properties can be monetized or sold during emergencies if required?
  7. Distribution of Assets
    • How should properties, savings, and assets be distributed among family members?
  8. Important Contacts
    • Who should the family contact for financial, legal, or personal support?
  9. Insurance and Investments
    • What insurance policies, investments, or retirement plans are available?
    • How can they be accessed or claimed?
  10. Final Guidance
    • Any personal advice, responsibilities, or wishes you would like your family to remember.

Tip:

Write the short answers for all these on a paper and explain them in detail while recording the video.


Family Guidance

Guidance to help your family stay emotionally strong and united:

  1. Family values and principles
    • What values should the family always follow?
    • What traditions or responsibilities are important to continue?
  2. Responsibilities within the family
    • Who should take care of specific responsibilities?
    • How should important family decisions be made?
  3. Support system
    • Which relatives, friends, or trusted people can support the family during difficult times?
  4. Family relationships
    • Advice for maintaining peace, unity, and mutual respect within the family.
  5. Personal messages
    • Special messages for your spouse, parents, children, siblings, or loved ones.

Legal Guidance

Please record important legal information that may help your family avoid confusion or difficulties in the future.

  1. Legal documents
    • Where are important legal documents stored?
    • How can they be accessed?
  2. Nominees and beneficiaries
    • Details of nominees for bank accounts, insurance policies, investments, or properties.
  3. Wills and declarations
    • Information regarding any existing will or legal instructions.
  4. Lawyers and advisors
    • Contact details of lawyers, chartered accountants, or legal advisors.
  5. Legal responsibilities
    • Any ongoing legal matters, agreements, or obligations the family should know about.

Emergency Guidance

Please provide guidance that may help your family respond effectively during emergencies.

  1. Emergency contacts
    • Important phone numbers for family, friends, doctors, hospitals, lawyers, or financial advisors.
  2. Medical information
    • Important health information, medical history, or treatment details.
  3. Access to emergency funds
    • Where emergency savings or financial resources are available.
  4. Critical documents
    • Location of passports, identity documents, insurance papers, and medical records.
  5. Immediate action plan
    • What steps should the family take during unexpected situations?

Children’s Future

Guidance for your children’s future:

  1. Education goals
    • Your expectations and aspirations for your children’s education and career.
  2. Financial planning
    • Funds allocated for education, higher studies, or future needs.
  3. Life values
    • Lessons, principles, and values you want your children to follow throughout life.
  4. Career guidance
    • Advice regarding career choices, skills, and personal growth.
  5. Emotional support
    • Personal messages of encouragement, motivation, and love for your children.
  6. Important life advice
    • Guidance on relationships, responsibilities, decision-making, and handling challenges in life.

Property & Documents

Please record details about your assets, important documents, and related information.

  1. Property details
    • Information about houses, land, apartments, or other assets owned by the family.
  2. Document storage
    • Where important documents are physically or digitally stored.
  3. Banking information
    • Details about bank accounts, lockers, investments, or financial institutions.
  4. Insurance and investments
    • Information regarding insurance policies, mutual funds, stocks, pensions, or retirement accounts.
  5. Asset management
    • Guidance on maintaining, managing, or utilizing assets responsibly.
  6. Emergency monetization
    • Which assets can be sold or utilized during financial emergencies if required?

Final Wishes

What final wishes or messages would you want your family to remember?

  1. Personal message
    • Share your thoughts, gratitude, love, and blessings with your family.
  2. Family harmony
    • Your wishes regarding unity, care, and support among family members.
  3. Responsibilities and expectations
    • Important responsibilities you would like family members to continue fulfilling.
  4. Charitable or social wishes
    • Any charitable causes, social responsibilities, or contributions you would like the family to continue.
  5. Spiritual or personal beliefs
    • Any spiritual guidance, beliefs, or practices important to you.
  6. Legacy and memories
    • What values, memories, or lessons would you like future generations to remember?
  7. Final instructions
    • Any additional guidance, requests, or final wishes for your loved ones.