Cut the cost and headache of estate settlement with Yellow SMART — affordable, efficient, comprehensive asset transfer, delivered to your doorstep.
Dealing with estate matters after a loss can be challenging. Yellow SMART offers a unique solution to simplify the process and support you every step of the way.
Understanding What’s Needed: Families struggle to figure out the necessary legal and financial actions.
Executing the Tasks: Traditional methods require coordinating with multiple agents, which is time-consuming and costly.
Covering the Costs: Traditional services often charge high fees, typically a percentage of the asset value
Expert Guidance: We assess your specific situation to determine exactly what needs to be done, providing clarity and direction.
One-stop Solution: Our single-window solution simplifies the process. We handle everything, utilising a network of over 500 specialised agents, lawyers, and chartered accountants.
Fair Pricing: Independent agents may charge up to 25% of asset value, while our fees are effort-based, not value-based.
• Closure/Transfer of bank accounts and bank lockers
• Transfer of investments through Mutual Funds, brokers, & Demat
• Transfer of other investments such as unlisted shares, e-gold, including e-wallets
• Transfer of real estate
• Claim pension - PPF, EPF and NPS
• Insurance claims – Group, Life, etc
• Transfer of vehicle insurance
• Transfer of vehicle
• Transfer utility connections – Gas, water, electricity
• Obtain a death certificate
• Co-ordinate legal requirements like probate
• Obtain legal heir and succession certificates if needed
• File income tax returns
• Close digital identity – Aadhaar, Voter ID, PAN card and Passport
• Draft legal documents and other paperwork
We will take care of all post-demise formalities for your family.
View SMART for testators
Avoid paperwork, hassles, and unfamiliar systems with expert support.
View SMART for beneficiaries