A reference document covering wills, property, pensions, tax exemptions, and fraud prevention for Time Bank professional service volunteers.
Scope
This guide supports retired lawyers, CAs, and bank managers volunteering through the Time Bank. It is educational guidance — not formal legal or financial advice.
Common Request Categories
- Property documentation and succession
- Will preparation awareness
- Pension and Form 15H guidance
- ITR filing for senior citizens
- Investment fraud and scam recognition
Referral Pathways
Complex matters must be referred to qualified advocates, chartered accountants, or legal aid clinics. Volunteers document the referral in the service log.