SOULT DIALOGUES

Legacy Readiness:
Protecting What Matters

Event Details

Date
06 August 2026
Time
5:30 PM – 9:00 PM (IST)
Venue
JW Marriott, Bangalore
Access
Invite-only

Event Overview

Legacy planning remains one of the least addressed dimensions of employee wellbeing, despite its significant financial, legal, and emotional implications. Unexpected life events often leave families navigating fragmented financial records, inaccessible digital assets, incomplete legal documentation, and unresolved personal wishes. While organisations have made meaningful progress in supporting employee health, financial wellness, and mental wellbeing, structured legacy preparedness continues to sit outside the scope of traditional workplace benefits.

Soult Dialogues is conceived as a leadership forum to elevate this conversation. It brings together employers, financial institutions, legal experts, and wellbeing professionals to examine why proactive legacy readiness has become increasingly relevant for today's workforce and to establish it as a proactive component of employee wellbeing.

Exclusive Dialogues Dinner Setting

Understanding The Three Gaps

The Financial Gap

The money families never find. Unclaimed bank deposits, forgotten PF and insurance, scattered investments. Real stories of what it costs a family to trace what a person actually built.

The Knowledge Gap

The passwords, wishes, and instructions that live in one person's head. What happens to a family, or a team, when that knowledge is suddenly gone.

The Emotional Gap

The memories, values, and last words that are never passed on. The part no plan covers, and the part families miss the most.

"Everyone in this room has built something. A business, a career, a family, a life. Almost no one leaves a clear map to what they built. That gap is real, and it quietly affects nearly every family."

Secure. Preserve. Pass On.

Everyone is a superstar for their family.

Why the Conversation is Yet to Begin

Breaking the Silence Around Legacy Readiness

Legacy readiness remains one of the least discussed aspects of financial and personal planning — not because it lacks importance, but because it is often perceived as uncomfortable, complex or premature. This silence comes at a significant personal and financial cost.

The Cost of Inaction

01

₹72,000 Crore in Unclaimed Assets

Dormant bank deposits, insurance proceeds, equities and mutual funds remain unclaimed due to inadequate documentation, missing nominees and limited family awareness.

02

Limited Estate Preparedness

Approximately 80–85% of Indian households do not have a written Will, while 60–65% have no intention of creating one during their lifetime.

03

Growing Digital Vulnerability

Families struggle to access digital accounts, cloud storage, passwords and online identities following a loss, compounded by platform privacy restrictions.

04

Identity & Fraud Risks

An average notification delay of 3–6 months creates posthumous identity misuse risks, with millions of deceased identities targeted for financial fraud annually.

05

Loss Beyond Wealth

Personal wishes, healthcare preferences, family stories, voice notes and memories often disappear with the individual, leaving families without closure.

06

Lengthy Legal Resolution

In the absence of structured planning, succession disputes and contested asset ownership can take 10–20 years to resolve through the legal system.

Evening Agenda

5:30 PM - 6:15 PM (45 mins)

Welcome Drinks and Networking

6:15 PM - 6:20 PM (5 mins)

Opening Remarks & Live Pulse Check

6:20 PM - 6:50 PM (30 mins)

Thought Leadership Panel

Beyond Wealth: Protecting What We Build for the People We Leave Behind

6:50 PM - 7:05 PM (15 mins)

The Legacy Conversations

7:05 PM - 7:20 PM (15 mins)

The Soult Story

7:20 PM onwards

Networking cocktails & Dinner

Featured Speakers

Mohammed Saleem

Mohammed Saleem

Co-Founder and CEO

Soult

Sanketh Kandlikar

Sanketh Kandlikar

Founder & CTO

Soult

Shaishavi Kadakia

Shaishavi Kadakia

Partner

Cyril Amarchand Mangaldas

Ravi Ranganathan

Ravi Ranganathan

Founder

Allins Insurance

Ankur Paliwal

Ankur Paliwal

Associate Director

Kotak Private

Who Should Attend

A curated room of decision-makers who could adopt Soult for their organisations, and who feel the topic personally.

CEO, CFO

Senior Directors

(Decision Makers)

CHRO, HR Directors

Ecosystem Enablers

Financial, Legal, Estate Planners, Medical Advisors & Consultants

Registration

Apply to Attend

About Soult

Soult Digital is the world's first Digital Life Vault. A private, encrypted platform that helps individuals and families organise, preserve, and transfer everything that matters, from financial assets and legal documents to personal wishes, memories, and knowledge. Trusted by families and built on principles of security, dignity, and continuity, Soult transforms legacy planning from a one-time task into a lifelong practice of care.