Nominee and claim checklist
Nominee and Claim Readiness Checker
Check missing nominees, claim contacts, document locations, joint-holder notes, and next actions for accounts, insurance, investments, assets, benefits, and liabilities.
Many families know that an account, policy, investment, or asset exists, but cannot act quickly because nomination status, claim contact, document location, or access notes are unclear.
Tool checklist
What you can do here
- Find missing nominee and claim-contact details
- Review document locations for accounts, policies, assets, and liabilities
- Turn gaps into a practical action list
Works with
- Workbook money map records
- Insurance, loan, asset, and document notes
- Manual claim items
Downloads
- Claim Readiness score
- Missing-action checklist
- Printable claim readiness section
Privacy
- Runs from local workbook data
- Uses partial references and locations instead of secrets
- Does not replace official nominations, claims, wills, or professional advice
FAQ
Questions before you start
Is this a legal claim tool?
No. It is an organization checker that helps family find official records, contacts, nominees, and next actions.
What should I fix first?
Start with missing document locations, nominee notes, claim contacts, and trusted helper notes for high-priority accounts and policies.
What the checker reviews
The Claim Readiness section turns common gaps into a score and action list. It reviews nominee notes, claim contacts, document locations, joint-holder details, trusted helpers, priority, next action, and last-reviewed dates. It can use details already entered in the workbook and manual claim items added by the user.
The checker is not a legal or insurance claim service. It is a practical organizer that helps users see what is missing before family needs to act.
- Bank, FD/RD, demat, mutual fund, PF, NPS, locker, property, vehicle, and insurance claim items
- Nominee status and beneficiary notes
- Joint holder or authorized-person notes
- Document or proof location
- Agent, branch, helpline, adviser, or family claim contact
Outputs you can use
The checker creates a practical score, missing-action queue, checklist cards, an XLSX workbook sheet, and a printable family claim readiness pack. A family can use those outputs to know which account, policy, benefit, or asset needs review.
It does not replace official nominations, wills, powers of attorney, or professional advice. Its job is to show missing information so the user can fix it with the proper institution or adviser.
- Claim Readiness score
- Missing nominee and document-location actions
- Printable family claim readiness pack
- Claim Readiness sheet in XLSX export
- Local-only browser processing