An advisor reviewing estate and legacy planning documents with an elderly couple

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Estate & Legacy Planning

Protecting what you've built, and the people you love.

We guide families through Will writing, LPA certification, and estate distribution, combining practical documentation with long-term thinking about protecting assets, preserving family harmony, and leaving behind a meaningful legacy.

A Last Will and Testament document beside a family photo and fountain pen on a wooden desk

Will Writing

$208starting from

+ $50 per additional clause

Home delivery: $30 for engagements under $400. Free at $400 and above.

  • Introductory Recital
  • Appointment of One Executor
  • Appointment of One Backup Executor
  • Beneficiary Distribution Clause
  • Survivorship Beneficiary Clause
  • Attestation Clause
  • Provision of Witnesses
Start your Will Instructions

Know what you have, before you decide who gets it.

Once your Will instructions are in, here's a simple next step: a worksheet to record everything you own, so nothing gets missed.

A man at his desk writing notes for his Will, beside a stack of estate and legacy planning books

List of Assets

A guided worksheet for everything you own.

Record your property, CPF, insurance policies, bank accounts, and other assets at your own pace. Download it as your own PDF to keep, share with your executor, or bring to your Will-writing appointment.

  • Property, CPF, and insurance policies, organised in one place
  • Bank accounts and other assets, so nothing gets missed
  • Download your own PDF anytime; nothing is sent to us
Start your List of Assets →

Naming an executor is only half the plan.

Here's how we help you prepare the person you're relying on, and the family they'll be supporting.

An advisor handing estate documents to a family gathered together at home

Executor Planning & Estate Administration

Prepare your executor. Give your loved ones greater clarity.

Understand what an executor actually does, choose the right person with confidence, and help your family understand the estate-administration journey ahead of time, not in the middle of it.

  • What to consider when choosing an executor
  • Help organising the information your executor will need
  • Guidance on the general estate-administration journey
Learn about Executor Planning →

Once it's signed, your Will needs a safe home.

Here's how we help you keep the original document secure, organised, and easy to find when it's needed.

An advisor placing a labelled Will folder into a filing drawer marked 'Wills'

Will Custody & Safekeeping

Starting from $688

Keep your original Will secure, organised, and accessible when needed.

Controlled custody and documented storage for your original signed Will, designed to reduce the risk of loss, misplacement, accidental damage, or unauthorised access.

  • A unique custody reference and documented deposit records
  • Controlled access with a documented retrieval process
  • Support whenever you wish to retrieve, replace, or update your Will
Learn about Will Custody →