A one-stop solution for your family for post-demise asset recovery and transfer.
When a loved one passes away, most families end up spending exorbitant fees and countless hours filing paperwork and contacting numerous institutions to transfer their loved ones’ estates. We can help.
Obtain a death certificate
Co-ordinate legal requirements like probate
Obtain legal heir and succession certificates if needed
Closure/Transfer of bank accounts and bank lockers
Transfer of investments through Mutual Funds, brokers, & Dmats
Transfer of other investments such as unlisted shares, e-gold,
Transfer of real estate
Claim pension - PPF, EPF, and NPS
Transfer of vehicles and vehicle insurance
Insurance claims – Group, Life, etc
Transfer utility connections – Gas, water, electricity
File income tax returns
Close digital identity – Aadhaar, Voter ID, PAN card
Draft legal documents and other paperwork
Yellow Smart is a program that you contribute to annually, so that your family can benefit later.
Sign up for Elite Plan
Yellow Smart is an exclusive service available under Elite. Pricing is dependent on your age at sign up.
Notify your family
Once you receive your plan document, forward it to your family, so they know how to take advantage of this service that you lovingly purchased on their behalf.
Renew your plan on time
Make sure you renew your plan before your plan’s expiry date to lock in a low rate. Don't worry, we'll remind you.
Are you dealing with the loss of a loved one and need help with transferring their assets?
Have a unique situation that you need a customised plan for? Fill in your details and we’ll get in touch soon to learn more about your needs.
Our professional team of lawyers, accountants, and company secretaries can assist you with everything you need to achieve a smooth transmission quickly and efficiently.
Fill in your details and we’ll get in touch with you soon to learn about your needs
Click below to fill in the questionnaire,
so we can learn more about your specific situation