Our Services
Find the support your family needs.
Kin Assist helps families across three areas — managing important responsibilities during life, planning ahead for succession, and dealing with inheritance when it arises. Browse the services below or tell us your situation.
During Life
Family Administration
Practical, on-ground support for families managing important personal, financial and administrative responsibilities — whether for yourself or for ageing parents.
Learn more about Family Administration→Ageing Parents Assistance
On-ground support for elderly parents who need help with bank visits, document submissions, institutional follow-ups and other practical matters — particularly when family members live in another city or abroad.
Bank and Post Office Visits
Assistance with visits to banks, post offices and other financial institutions for account-related matters, document submission, KYC updates and follow-ups that require physical presence.
Pension and EPFO Assistance
Help with pension-related paperwork, EPFO claims, life certificates, nominee updates and follow-ups with pension disbursing authorities and the EPFO.
Old Physical Shares and Dematerialisation
Assistance with tracing old physical share certificates, organising the required documentation and coordinating the process of converting them into demat form through the relevant registrar and transfer agent.
Dormant Bank Accounts
Help with reactivating dormant or inoperative bank accounts, including documentation, KYC compliance and follow-ups with the bank.
Unclaimed Investments and Dividends
Assistance with identifying and recovering unclaimed dividends, matured investments and amounts lying with the Investor Education and Protection Fund (IEPF) through the UDGAM portal and related processes.
Insurance and Documentation
Help with organising insurance policies, updating nominations, following up on policy-related matters and coordinating documentation with insurance companies.
Institutional Follow-ups
Coordinated follow-up with banks, registrars, government offices and other institutions on pending matters — so important things do not remain unresolved.
Plan Ahead
Succession
Organise your affairs, document your wishes and put the right arrangements in place — so your family has greater clarity and less to deal with later.
Learn more about Succession→Will Preparation and Registration Coordination
Assistance with preparing a comprehensive Will that clearly documents your wishes, addresses your assets and appoints an executor — along with coordination for registration where required.
Private and Family Trusts
Guidance on structuring a private family trust, understanding how your assets will be dealt with, and practical assistance with the steps required to establish and administer the trust.
Estate Planning
A structured review of your assets, liabilities, nominations and succession arrangements — with practical steps to ensure your estate is organised and your wishes are documented.
Asset Inventory
Assistance with creating a comprehensive record of your financial and physical assets — bank accounts, investments, insurance, property, shares and other holdings — so your family has a clear picture.
Nomination Review
A review of existing nominations across bank accounts, investments, insurance policies and other assets — with assistance in updating them where required.
Document Organisation
Help with organising important personal and financial documents — title deeds, share certificates, insurance policies, bank records and other papers — so they are accessible and in order.
Family Succession Planning
Assistance with planning the transfer of assets and responsibilities across generations — including discussions on family arrangements, documentation and the practical steps involved.
Trust Asset Transfer and Administration Assistance
Practical support with transferring assets into an established trust — coordinating documentation, institutional requirements and follow-ups across different asset classes.
When Inheritance Arises
Inheritance
Practical help dealing with banks, investments, shares, insurance, property and institutional formalities when a family member has passed away.
Learn more about Inheritance→Legal Heir Certificates
Assistance with obtaining legal heir certificates from the appropriate authority — including documentation, applications and follow-ups with the relevant government office.
Succession Certificates
Guidance and assistance with the process of obtaining a succession certificate from the court — required for certain financial assets where no nomination exists.
Probate Coordination
Assistance with the probate process for Wills — including documentation, coordination with legal counsel and follow-ups with the court.
Bank Account Transmission and Closure
Help with the transmission of bank accounts to legal heirs or nominees — including documentation, coordination with the bank and follow-ups until the matter is resolved.
Shares and Mutual Fund Transmission
Assistance with transmitting shares, mutual fund units and other securities to legal heirs or nominees — including coordination with registrars, depositories and fund houses.
Insurance Claims
Help with filing and following up on life insurance claims — including documentation, coordination with the insurance company and assistance with any queries raised.
Property Mutation and Transfer
Assistance with the mutation of property records in the name of legal heirs — including documentation, applications to the relevant municipal or revenue authority and follow-ups.
Estate Administration
Coordinated support for families dealing with multiple inheritance matters simultaneously — providing a single point of contact for documentation, institutional follow-ups and progress updates.
Not sure which service you need?
Tell us your situation. We will help you understand what needs to be done and how Kin Assist can help.