<?xml version="1.0" encoding="utf-8" standalone="yes"?><rss version="2.0" xmlns:atom="http://www.w3.org/2005/Atom"><channel><title>Succession Planning on WebNotes</title><link>https://v2.webnotes.in/tags/succession-planning/</link><description>Recent content in Succession Planning on WebNotes</description><generator>Hugo</generator><language>en-IN</language><lastBuildDate>Mon, 11 May 2026 00:00:00 +0000</lastBuildDate><atom:link href="https://v2.webnotes.in/tags/succession-planning/index.xml" rel="self" type="application/rss+xml"/><item><title>Nominee process at Zerodha</title><link>https://v2.webnotes.in/zerodha-nominee-process/</link><pubDate>Mon, 11 May 2026 00:00:00 +0000</pubDate><guid>https://v2.webnotes.in/zerodha-nominee-process/</guid><description>&lt;h2 id="overview"&gt;Overview&lt;/h2&gt;
&lt;p&gt;Nomination is a legal facility that allows the holder of a financial account to designate one or more individuals who will receive the assets held in that account upon the account holder&amp;rsquo;s death. At &lt;a href="https://v2.webnotes.in/zerodha/"&gt;Zerodha&lt;/a&gt;, nomination is available for three distinct account types that a client typically holds: the trading account (broker account), the demat account (held with &lt;a href="https://v2.webnotes.in/cdsl/"&gt;CDSL&lt;/a&gt; or &lt;a href="https://v2.webnotes.in/nsdl/"&gt;NSDL&lt;/a&gt;), and mutual fund holdings (managed through Coin). Each of these accounts has its own nomination registration, and a nominee registered for one account does not automatically become the nominee for the others.&lt;/p&gt;</description></item></channel></rss>