Property papers from three decades ago. A PF account from a job before you were born. Insurance policies bought as favors to agents who've long since retired themselves. Your parents likely have more scattered paperwork than anyone else in the family — and are often the least interested in learning a new app to fix it. Here's how to actually do this for them.
This isn't about taking over their finances — it's about making sure what's already theirs stays findable.
Not a rushed five minutes at a family gathering — one real sitting, going through the drawer or the folder they already have, adding entries as you go together.
You're setting it up, not taking custody. Their vault, their password, their choice of who else gets emergency access and when.
No cloud account required to start, no subscription to remember to renew, nothing that breaks if they don't touch it again for six months.
Sale deed, encumbrance certificate, property tax receipts — the paperwork behind 66% of India's civil litigation.
Especially the ones from a branch that doesn't exist under that name anymore.
Including the one bought decades ago as a favor to an agent nobody else in the family has ever heard mentioned since.
UAN, employer names, and dates — the exact details that get impossible to reconstruct years later.
The single detail that matters most in the first five minutes of a real emergency.
Decide it deliberately, together, rather than leaving it to whoever happens to find the phone first.
No card needed to explore it with them first. Upgrade to Pro when you're ready for the full digital-legacy toolkit — or gift it outright, no subscription for them to manage later.
Free lets you explore every category and start with 3 record types, no card needed. Worth trying before you decide.
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