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    BNY MELLON LegacynextCorporateProtect

    Uploaded by

    deepak Pandey
    Legacynext is a service that helps families secure their financial inheritance and assists with legal and financial processes after the unfortunate passing of a loved one. It offers complete documentation, handholding support, and closure. As part of its corporate care program, it provides inheritance planning benefits to employees, including assistance within 48 hours of a death. It has protected over 3.5 lakh families pan-India and partners with over 20 corporates.

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    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd

    BNY MELLON LegacynextCorporateProtect

    Uploaded by

    deepak Pandey
    35 views18 pages
    Legacynext is a service that helps families secure their financial inheritance and assists with legal and financial processes after the unfortunate passing of a loved one. It offers complete documentation, handholding support, and closure. As part of its corporate care program, it provides inheritance planning benefits to employees, including assistance within 48 hours of a death. It has protected over 3.5 lakh families pan-India and partners with over 20 corporates.

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    © © All Rights Reserved

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    Legacynext is a service that helps families secure their financial inheritance and assists with legal and financial processes after the unfortunate passing of a loved one. It offers complete documentation, handholding support, and closure. As part of its corporate care program, it provides inheritance planning benefits to employees, including assistance within 48 hours of a death. It has protected over 3.5 lakh families pan-India and partners with over 20 corporates.

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
    Download as pdf or txt
    35 views18 pages

    BNY MELLON LegacynextCorporateProtect

    Uploaded by

    deepak Pandey
    Legacynext is a service that helps families secure their financial inheritance and assists with legal and financial processes after the unfortunate passing of a loved one. It offers complete documentation, handholding support, and closure. As part of its corporate care program, it provides inheritance planning benefits to employees, including assistance within 48 hours of a death. It has protected over 3.5 lakh families pan-India and partners with over 20 corporates.

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
    Download as pdf or txt
    of 18

    Unclaimed Legacy How to get a death cert How to get to know if How much time does

    Around Rs 82000
    81% people do not
    It takes
    75% of the

    crore is lying
    obtain death
    around 8-12
    Indian

    unclaimed in banks
    certificate within 21
    years to
    population do

    and mutual funds


    days. This results in
    complete all
    not know about

    because people are


    paying extra cost
    post demise
    their parents /

    not aware. and taking care of


    formalities. spouse
    unnecessary
    finances.
    -Economic times formalities.

    We are here to change this.


    Family is Everything.

    A MONECH PRODUCT
    A Must have benefit for employees
    We are there for you

    FREEDOM TO GRIEVE
    A service that helps families

    secure their financial

    inheritance, protect their

    families during life & assists

    with complete financial & legal

    processes after the unfortunate

    passing away of a loved one.

    Being there for families in these unforeseen times.


    Complicated formalities made simple.

    01 02 03
    Transfer of Bank a/c's,

    Obtaining Death Obtaining Succession

    Financial Assets &

    Certificate Certificate | Will Probate


    Liabilities

    04 05 06 07
    Transferring
    Claiming
    Filing Income Surrendering

    Vehicles,
    Pension,
    Tax returns of Identity Proofs:

    Utility
    Insurance(s) deceased Voter ID,

    Connections Aadhar, PAN


    Our Ln Corporate Protect Plan offers peace of mind to companies, employees and their
    families
    DURING LIFE AFTER LIFE

    COMPLEMENTARY LEGACYNEXT

    INHERITANCE PLANNING
    01
    PLATFORM WE TAKE CARE OF COMPLETE
    CATEGORY COVERAGE.

    04 FINANCIAL, LEGAL AND

    PERSONAL.

    LEGACYNEXT SECURE HELPS

    FAMILY STORE AND SHARE

    DOCUMENTS WITH THEIR LOVED 02


    ONES.

    VIRTUAL LEGACY CARE PARTNER


    05 AVAILABLE AT ALL TIME AND

    ONGROUND SPOC ON VISIT

    1 WILL CREATION &

    REGISTRATION WORTH RS. 15,000 03


    CONSISTENT UPGRADE

    Peace, Security, Happiness for you and your family


    100% PROFESSIONAL | 110% CARE

    COMPLETE
    STEP BY STEP CLOSURE
    DOCUMENTATION HANDHOLDIN
    Preparation GA Dedicated Offline,
    Do it right and see it
    , Online Personal Family through
    Verification Consultant
    FAMILIES GODFATHER
    LEGACYNEXT CARE PARTNER

    DURING THE TOUGHEST


    TIMES THEY TAKE CARE OF IT
    ALL.

    OUR HIGHLY PROFESSIONAL CARE

    PARTNERS ARE WELL TRAINED AND


    EQUIPPED TO THE NATURE OF

    SERVICE LEGACYNEXT OFFERS.

    OUR LEGACYNEXT CARE

    PARTNERS ARE AVAILABLE 24/7,


    JUST A CALL AWAY.
    LEGACYNEXT

    CORPORATE CARE
    A program exclusively for MNC's employees
    Legacynext coverage
    Being there for your team, truly
    Live Services

    01 02 03
    Closing/ Transfer of
    Death Certificate Claiming EPFs and PPFs
    Liabilities

    04 05 06 07
    Closing/ Transfer
    Will Probate/
    Filing Income Tax

    Transfer of vehicles of Bank Accounts


    Succession Certificate returns of deceased
    / Assets

    08 09
    Govt id and Social
    Claiming insurance
    media closure
    Value Added Services ( VAS )

    ESOP

    Resident
    Stock Units

    Real
    Estate
    (Case to Case)
    *for other cities we do serve on a case to case basis. We add 100
    pincodes every month on the basis of our clientele's presence.
    The Most Corporate friendly benefit
    Your Family is our Family

    Employee Care Subscription Benefits

    No. of Employees Pricing ( Rs ) Inheritance planning


    1.) platform

    2.) Guarantee Assistance in


    20,00,000 48 hours
    15,000 Emp: Option 1
    (60,000 pay on event)
    3.) Inheritance Transfer
    Assistance Services (all 7
    26,00,000 categories) worth Rs. 3
    20,000 Emp: Option 2
    (60,000 pay on event) lakhs
    4.) Authentic Will Creation

    Additional Employee can be added by paying 500Rs per employee to the chosen plan
    Legacynext Families protected

    Legacynext covererage Legacynext service available Legacynext partnership

    3,50,000 families in 23 cities with


    Pan India across India 20+ corporates
    Legacynext Corporate Partners
    Some Partnerships in Progress

    With the other blue-chip companies, we have a mutual NDA in place


    MEET THE TEAM

    DARSH GOLECHHA TANVI PORWAL


    Founder Founding Team Member
    BBA Finance | ACCA |
    BBA IB | ex-TexTRAH

    ex-Goldman Sachs Technologies | ex-Brand Educer


    OUR MENTORS | BACKERS

    TANUL MISHRA SANTOASH


    KARAN MISHRA TIM MCLAUGHLIN
    Founder and CEO RAJARAMAN Co-Founder Spraoi.ai Partner at Craft
    Afthonia Lab. Co-Founder Spraoi.ai ex-Delloite | EY ex-EY Design Studio
    ex-Apple
    CONNECT

    Email ID
    [email protected]

    Phone Number
    +91 - 8368953484

    Website
    legacynext.in

    A MONECH PRODUCT
    A Monech Product

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