What we handle
From finding to finishing.
Kin Assist handles the full range of practical work involved in managing personal affairs and family assets — before and after major life events.
Find
Nothing should be lost.
Over time, accounts are opened and forgotten. Investments are made and not tracked. Policies lapse without notice. Documents are misplaced. Kin Assist helps families locate what exists — across banks, investment platforms, insurance companies, government offices and other institutions.
Dormant and forgotten bank accounts
Old investments and securities
Lapsed or unclaimed insurance policies
Post Office savings and government instruments
Missing or misplaced documents
Property records and title documents
Organise
Clarity is a gift.
A clear, structured record of a family's assets, accounts and documents is one of the most practical things that can be created. Kin Assist builds this record — systematically and thoroughly — so that everything is in one place and nothing needs to be searched for.
Asset and account inventories
Document organisation and filing
Investment and policy records
Property and title documentation
Nomination and beneficiary records
Personal and family records
Recover
What is yours should come back to you.
Unclaimed assets — dormant accounts, forgotten investments, lapsed policies, unclaimed dividends — are more common than most families realise. Kin Assist identifies what is recoverable and manages the process of recovery, which often requires persistent institutional engagement.
Dormant bank account recovery
Unclaimed investments and dividends
Lapsed insurance policy claims
Post Office and government savings recovery
Unclaimed provident fund balances
Other unclaimed financial assets
Transfer
Assets should reach the right people.
Transferring assets after a death — or restructuring them during a lifetime — involves documentation, institutional procedures and persistent follow-up. Kin Assist manages this process end to end, ensuring that assets reach the right people correctly and without unnecessary delay.
Bank account transfers and closures
Investment and securities transfers
Insurance policy transfers and claims
Property transfer administration
Nomination updates and corrections
Succession and inheritance administration support
Follow Through
We stay until it is done.
The most exhausting part of dealing with institutions is the follow-up. Applications that sit unprocessed. Calls that go unanswered. Documents that need to be resubmitted. Kin Assist handles all of this — persistently, professionally and without burdening the family.
Bank and financial institution follow-ups
Insurance company correspondence
Government office and registrar follow-ups
Post Office and savings institution engagement
Depository and registrar coordination
Escalation and resolution management
Coordinate
One point of contact for everything.
Managing personal affairs often means dealing with multiple institutions, advisors and family members simultaneously. Kin Assist acts as the single point of coordination — keeping track of all moving parts, communicating clearly with all parties and ensuring nothing is missed.
Multi-institution coordination
Advisor and professional liaison
Family communication and updates
NRI and overseas family coordination
Timeline and progress tracking
Documentation management across parties
Tell us what needs to be done.
Every family's situation is different. A conversation helps us understand what you need and how we can help.