Family Emergency Checklist · how it works
1Tick what is doneEight sections: property, insurance, bank and investments, business, cash lent, contacts.
2See what is missingYour family-readiness score and the gaps to close first.
3Build your family listOptional: note where each document is kept and download it for your family.
About this tool
In most Indian business families, one person knows everything: which bank has the locker, who owes money, which policy has which nominee, the GST login, the broker who sold the property. When that person is suddenly unavailable, the family spends months, sometimes years, piecing it together, and some money is never found.
This checklist is the hand-over every business owner should prepare once and update every year. Ticking it takes 10 minutes; acting on it takes a weekend.
Updated 30 Oct 2026Questions
Should I write passwords here?
No. Write only where things are kept and who to call. Keep passwords in a password manager or a sealed envelope with someone you trust.
Is a nominee enough?
A nominee only collects the money; the legal heirs own it. A registered Will avoids disputes. Do both.
Where should these documents be kept?
Originals in a safe place known to your spouse or partner, and scanned copies in DigiLocker or a shared drive.
Want a CA to look at your numbers?
Book Guruship, a free 30-minute first conversation with the Badho MSME team, or message us on WhatsApp.
This tool is for planning and education. It is not legal, tax or investment advice, and figures depend on what you enter. For decisions, speak to a qualified professional. Rules referred to are as of the date shown; check the latest notifications before acting.
