Kin Assist Resource Centre

Knowledge for the things families don't always know to ask about.

Practical guides, checklists and insights to help families prepare for succession and navigate what comes next.

Featured Guide

Indian family reviewing documents together

Succession & Inheritance

What Happens After Someone Dies?

A Practical Guide for Families

A death in the family brings grief — and a long list of practical questions. What happens to bank accounts? Investments? Property? Insurance? What documents are required? Who are the legal heirs? This guide provides a practical roadmap for the work that follows.

Read the Guide→

Succession & Inheritance

Legal Heir Certificate vs Succession Certificate

Understanding the difference

Two documents that families often encounter — and frequently confuse. Understanding what each is, when it may be required, and why different institutions ask for different things.

Read Guide→7 min read

Banking & Investments

What Happens to Bank Accounts After Death?

Joint accounts, nominees, and the transmission process

Bank accounts are usually the first financial matter families try to resolve. The process depends on whether there is a nominee, whether the account is joint, and what documentation the bank requires.

Read Guide→8 min read

Banking & Investments

What Happens to Shares and Investments After Death?

Demat accounts, mutual funds, and the transmission process

Investments are often the most fragmented part of a deceased person's financial life. Demat accounts, mutual fund folios, physical shares, and unclaimed dividends each follow a different process.

Read Guide→8 min read

Banking & Investments

What Happens to PPF and Post Office Investments?

Small savings instruments that families often overlook

PPF accounts, NSCs, Monthly Income Schemes and other Post Office savings instruments are frequently missed because they don't appear alongside ordinary bank accounts. Here is what families need to know.

Read Guide→6 min read

Property & Assets

What Happens to Property After a Parent Dies?

The practical sequence for families

Property succession is often the most complex part of dealing with a parent's estate. It involves title documents, legal heirs, mutation, and — in many cases — years of follow-through.

Read Guide→10 min read

Practical Guides & Checklists

The Family Succession Checklist

A practical reference for families

A structured checklist covering what to organise before, and what to address after a death. Designed to be genuinely useful rather than merely comprehensive.

Read Guide→5 min read

Prepare

How to Organise Your Affairs for Your Family

Estate preparation is not only about writing a Will

Most people think of estate planning as writing a Will. It is much more than that. The goal is to make sure your family can actually find, understand and access what you leave behind.

Read Guide→9 min read

Practical Guides & Checklists

The Asset Inventory Checklist

A record your family will be grateful for

A structured template for recording your financial life — banking, investments, insurance, property, Post Office, digital assets, and more. Fill it in. Keep it current. Tell your family where it is.

Read Guide→4 min read

Banking & Investments

What Happens to Dormant Bank Accounts?

Why inactive accounts can be difficult to identify and recover

Dormant and inactive accounts are among the most commonly overlooked assets after a death. Here is what families need to know about finding them, claiming them, and the role of the RBI's unclaimed deposits fund.

Read Guide→6 min read

Need help with the work itself?

Understanding what needs to be done is the first step.

Kin Assist helps families organise, coordinate and follow through on the practical work that comes next.

Talk to Kin Assist→