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The Ultimate End-of-Life Planning Checklist


  • Written by
    WALLT Team
  • Posted on
    April 28, 2025

Have you ever paused to think about what happens if someday, unexpectedly, you pass away? What will your family go through? Have you made adequate provisions for them? Will they struggle to find documents and papers for whatever you have planned for them? Will they need your password to access them?  

Most of us avoid these conversations. It can be uncomfortable, emotional and a lot of people may not feel ready for it yet. But setting your affairs in order is not just about planning for death. It’s about making life easier for the ones you love. This is what we call end-of-life planning. 

If you are wondering what documents/information you should be making your family aware of or what documents should be shared with your family in case you pass away unexpectedly, we have got you covered. We’ve created a human-first, practical guide for everything you want to organize and share with your loved ones. Think of this as a comprehensive map for your loved ones—a way to make sure they can find what matters, when it matters most. Ensure that you save and share high-quality scans of documents, and alongside them, add clear notes or instructions on where such document is stored and any additional relevant details regarding each document. We have categorised these documents for ease of reference.  

Finances:  

  • Bank & PPF Account Details 
  • Pension Plans 
  • Loans & Liabilities 
  • Lockers & Key Locations 
  • Other Assets (cash, bonds, FDs) 

Health & Medical:  

  • ABHA/Ayushman Card 
  • Genetic & Chronic Conditions 
  • Preventive/Post-Surgery History 
  • Blood Group 

Identification Documents:  

  • Aadhaar, PAN, Passport 
  • Driving License, Voter ID 
  • Birth Certificate, Ration Card 
  • Academic Records & Licenses 

Insurance:  

  • Life, Term, and Health Insurance 
  • Group, Child, House, Car, Travel Policies 
  • Critical Illness & Liability Insurance 

Investments:  

  • Mutual Funds, Equity, Bonds, FDs 
  • Digital Assets (Crypto, Wallets) 
  • Demat & Forex Accounts 

Legal Documents:  

  • Will, Living Will, Power of Attorney 
  • Trusts, Alimony, Divorce, Marriage Docs 
  • Partnership Deeds, Contracts 

Real Estate:  

  • Property Registration Papers 
  • Gift/Lease/JV Agreements 
  • Possession Certificates 
  • REITs & Real Estate Power of Attorney 

Personal & Legacy Info:  

  • Funeral Preferences 
  • Letters to Loved Ones 
  • Passwords, Social Media Accounts 
  • Online Subscription Details 

Vehicles:  

  • RCs, NOCs, Automobile Insurance 
  • Ownership Transfer Documents 

Taxes:  

  • ITRs 
  • Gift & Tax Deeds 
  • Remittance Records 

Why This Matters 

When you’re gone, your loved ones will be grieving. In that moment, what they need most is clarity, not confusion. 

By planning ahead, you’re removing the burden of tough decisions and frantic searches. You’re giving them a gift that says, “I thought of everything, so you wouldn’t have to.” 

It’s peace of mind, for them, and you. 

Take control of what happens after you pass away.
Use WALLT to build your complete end-of-life roadmap, from legal documents to digital passwords, all in one place. 

Begin your End-of-Life Planning journey today with WALLT!