Magnus: The Doctors' Circle
Personal & Family Record

What My Family
Should Know

A complete record of your finances, documents, contacts and wishes — prepared with care for the people you love.

Developed by
Dr Satheesh Chandran & Dr Sajith Narayanan
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Getting Started

Your Family's
Complete Record

Fill in this form together. Your data is saved automatically in your browser — nothing is sent anywhere. Print a copy to keep in a safe place.

How to Use This Form ▾
📝
Click any field and type. All fields auto-save to your browser's local storage.
💾
Data persists when you close and reopen this file — as long as you use the same browser.
🖨
Print anytime using the Print button. It hides all navigation and shows only your data.
➕
Add more entries using the "+ Add another" buttons in each section for repeating items.
🔒
Never type real passwords. Use a hint only (e.g. "pet name + birth year").
📅
Review annually and after any major life event (marriage, birth, property purchase, etc.).
📢
Tell a trusted person that this file exists and where the printed copy is stored.
Personal Details ▾

Jump to a section

1
Key Contacts
Doctors, advisors, lawyer, broker
2
Documents Locator
Where every important document lives
3
Insurance Policies
Life, health, vehicle, property
4
Bank Accounts & FDs
Accounts, deposits, lockers, cards
5
Investments
Shares, MF, PPF, NPS, bonds, gold
6
Property & Assets
Real estate, vehicles, jewellery
7
Loans & Liabilities
Outstanding loans and guarantees
8
Legal & Tax
Will, POA, agreements, income tax
9
Digital Assets
Online accounts & password hints
10
Utilities & IDs
Electricity, gas, all ID documents
11
Emergency Info
Medical, emergency contacts, wishes
Section 1

Key Contacts

People your family must be able to reach when managing your affairs.

Section 2

Documents Locator

Record where every important document is kept — physically and digitally.

Tip: Be specific — e.g. "Blue folder, top drawer of study desk" or "Google Drive → Family Docs → Insurance 2025"
Section 3

Insurance Policies

All insurance coverage — use the + button to add each policy separately.

Life Insurance / LIC ▾
Health / Mediclaim Insurance ▾
Vehicle Insurance ▾
Property / Fire / Burglary Insurance ▾
Section 4

Bank Accounts & FDs

Savings accounts, fixed deposits, lockers and cards.

Savings / Current Accounts ▾
Fixed Deposits / Recurring Deposits ▾
Bank Lockers ▾
Debit / Credit Cards ▾
Record only the last 4 digits of the card number for identification. Never store full card numbers or PINs here.
Section 5

Investments

Shares, mutual funds, PPF, NPS, bonds, gold and other investments.

Demat Account & Shares / Bonds▾
Mutual Funds▾
PPF / NPS / EPF / Pension▾
Other Investments (Gold, NSC, Crypto, etc.)▾
Section 6

Property & Assets

Real estate, vehicles, jewellery and other valuables.

House / Flat / Land / Property▾
Vehicles▾
Jewellery & Valuables▾
Section 7

Loans & Liabilities

All outstanding debts, borrowings and guarantees provided.

Home / Property Loans▾
Vehicle Loans▾
Personal Loans▾
Amounts Borrowed from Individuals▾
Guarantees I Have Provided▾
Section 9

Digital Assets

Online accounts, subscriptions and password access hints.

⚠ Security warning: Never type actual passwords here. Record only a hint (e.g. "school name + graduation year") or a reference to your password manager.
Email Accounts▾
Social Media & Messaging▾
Online Banking & Financial Portals▾
Subscriptions & Recurring Payments▾
Password Manager & Master Access▾
Section 10

Utilities & Identity Documents

Utility accounts, government IDs, driving licences and memberships.

Identity Document Numbers▾
Electricity Connections▾
Gas — Piped / Cylinder▾
Telephone / Broadband / Internet▾
Club / Professional Memberships▾
Section 11 — Most Important

Emergency Information
& Final Wishes

Please fill this section carefully — it is what your family will turn to first.

Medical Information — Self▾
Medical Information — Spouse▾
Immediate Emergency Contacts▾
Final Wishes & Arrangements▾
Messages & Instructions for Family▾
The Magnus Legacy File