Estate & Business Succession

Pvt Ltd Company Legacy Checklist

Advisor-ready document checklist tailored specifically for Pvt Ltd / Ltd Company. Track collection, print sheets, and simulate the upload steps.

Back to Resources

Document Checklist

Check items to track upload readiness

0/22 Completed

Personal Documents

Entity Documents

Financial Statements

Governance & Approvals

Succession Planning Inputs

Important Clarifications (For Advisors)

  • Medical reports & Premium receipts are NOT required.
  • Execution documents (final Will, Trust deed, Share transfer) are NOT required at planning stage.

Advisor Actions

Upload Flow Simulator

Simulate the in-app document upload wizard

0
1
2
3
4
5

Step 0: Case Setup

Step 1: Individual Documents

PAN Card & Aadhaar / ID
Photograph & DOB / Address Proof

Step 2: Entity Documents

Entity Registration / Deeds

Step 3: Financials

Last 3 Years Financial Statements / ITR

Step 4: Approvals & KYC

Board / Partner Resolution & Signatory KYC

Step 5: Review & Submit

Case Setup Done
Personal & Entity Files Uploaded
Copied!