Last Will & Testament
Ensures your assets go to the right people
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Do you currently have a valid Will?
Have you reviewed your Will in the past 3 years?
Major life events (marriage, divorce, new children, property purchase) should trigger a review.
Who have you appointed as your Executor, and why did you choose them?
Your Executor is the person responsible for carrying out your Will. Think about their availability, trustworthiness, and ability to handle administrative tasks.
Have you appointed a substitute Executor, and if so, who and why?
A substitute Executor steps in if your primary Executor is unable or unwilling to act — an important backup that many people overlook.
Is your Schedule of Assets updated?
A Schedule of Assets lists everything you own — property, bank accounts, investments, insurance. It helps your Executor carry out your Will efficiently.
CPF Nomination
CPF savings do not follow your Will — a separate nomination is required
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Lasting Power of Attorney (LPA)
Appoints someone to make decisions if you lose mental capacity
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Guardianship for Minor Children
Ensures your children are cared for by who you choose
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Trusts & Asset Protection
Controls how and when assets are passed to beneficiaries
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Insurance & Beneficiary Nominations
Making sure payouts reach the right people quickly
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Business Succession
For business owners — protecting what you have built
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✦ Generating your report and notifying Shae...
Your Estate Readiness Report
Based on your answers — here is an honest picture of where you stand.
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Ready