Estate & Legacy Planning
Passing on your wealth the way you intend
Without a plan, Singapore's intestacy laws decide who gets what, not you. Estate and legacy planning makes sure your wealth, and your wishes, reach the people and causes you care about.
Start a ConversationWhat This Covers
- Making sure you have a valid, up-to-date will that reflects your current wishes
- Understanding how CPF nomination works, and why it's separate from your will
- Considering whether a trust makes sense for minor children, special needs dependents, or complex family situations
- Planning for Lasting Power of Attorney, so someone you trust can act for you if you're ever unable to
- Coordinating with your lawyer and other professionals so your legal documents and financial plan align
Who This Is For
- Parents who want to make sure their children are provided for, regardless of age
- Business owners with succession questions about what happens to the business
- Blended families or those with more complex wishes than a standard will can capture
- Anyone who has never made a will, or hasn't reviewed one in years
How We’d Work Together
- 01Wishes conversationWe talk through who and what matters most to you, and how you want your wealth passed on.
- 02Gap reviewI review your existing will, CPF nomination, and LPA status — or lack thereof — against your wishes.
- 03Coordinated recommendationsYou get a clear picture of what's missing, working alongside your lawyer where legal documents are needed.
- 04Keep it currentWe revisit your plan whenever your family, assets, or wishes change.
Talk
Every meaningful journey begins with a conversation.
I’d love to hear your story and talk through what passing on your wealth the way you intend could look like for you.