Estate Planning Overview
Estate planning is the process of organizing and managing a person’s assets and affairs to ensure they are distributed according to their wishes after their death, while minimizing taxes and legal complications. It typically involves creating essential documents like wills, trusts, powers of attorney, and health care directives. Estate planning also addresses guardianship of minor children, charitable donations, and strategies for wealth preservation. Proper planning provides peace of mind, helps avoid family disputes, and ensures that your legacy is handled efficiently and in line with your values.
Will Writing & Nomination
Our service includes drafting a will and providing expert advice on whether to choose a revocable or irrevocable beneficiary nomination.
Policy Review
Our service includes a complimentary review of your insurance policies, investments, and assets.
Estate Planning Services F.A.Q
Find answers to commonly asked questions about Estate Planning Services in Singapore
In Singapore, it is not a requirement to appoint a lawyer for drafting a Will. It is even possible for individuals to prepare their own Wills. According to the Wills Act, a testator (the person leaving behind the assets) has the right to devise or bequeath their estate through a Will, ensuring that their assets are distributed to their chosen beneficiaries.
Creating your policy summary requires time and expertise in reading and understanding insurance documents. Crafting your policy summary and providing guidance on estate planning is a specialized skill set that can help you make more informed decisions for your estate’s future. If you can get one done up by your advisor for our review then this charge is waived.
The consultation fee of $339 covers a review of your policy nominations, assistance in completing them, advising and drafting a simple will, witnessing for will and insurance nomination, a comprehensive policy review, and personalized estate planning advice
We will still be charging $339/-
Make enquiry and we will do a 15 minutes video initiation to set your expectations and understand your requirement.