Family Meeting Agenda

Opening (5 min): Set the tone. This is not about death, it is about making sure the family is protected. Share why it matters: banks and insurers hold thousands of crores that families never claimed, often because nobody knew an account or policy existed.

Share the plan (15 min): Walk through what you have documented so far. Show the Sort My Legacy dashboard or a printed summary. Cover assets, nominees, will status, and who the executor is.

Address concerns (15 min): Let everyone ask questions. Common questions: Who gets what? What about the house? What if we disagree? Answer honestly and explain your reasoning.

Assign responsibilities (10 min): Name who will handle banking, who will handle property, who will manage insurance claims. Make sure the executor is agreed upon by all.

Next steps (5 min): Set a date for the next review (annual). Ask each family member to share their own planning status. Offer to help them get started with Sort My Legacy.

General information, not legal, tax or financial advice. Laws and rules change, so check with a qualified lawyer or CA before you act.