Legacy is not leaving something for people; it’s leaving something in people.
~ Peter Strople
Death Box Checklist
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Our Services
Wills & Will Custody
Trusts & Trust Administration
Lasting Power of Attorney (Form 2)
Our Consultative Process
Discovery Meeting
Many people have questions about estate planning when they first meet an estate planner. Hence, do not feel shy seeking advice from one. It will be more fruitful when Client prepares these set of materials before they meet one: their family tree, their assets list, their list of beneficiaries, preferred guardian and executor.
Engagement of Services
After the first meeting, when Clients feel ready to proceed, they will sign the Letter of Engagement, pay the deposit and provide the necessary information and documents. The drafting of Will starts upon the receipt of these.
Review & Revision
Most people will want to make several rounds of changes before attestation. We allow Testators up to 2 rounds of changes without any charges. Once everything is confirmed, we can proceed with finalisation, that is, the attestation. This will be done at our office.
Will Custody, Registry & Asset Inventory
The keeping of the Will and Schedule of Assets Inventory can be arranged to be stored at our private and secure facility. Of course, there is no need to keep your Will with us, but we hope that our Clients understand the importance of keeping the Will private and safe. We will guide our Clients what needs to be done after the Attestation.
Completion of the Process
If Client has other requirements or instructions, the process will end here. Clients are advised to review their Estate Plan or Will regularly.
Please check out this article to learn when Clients should review their Estate Plan / Will.
About Cammie
An ex-Architect, and now a Wealth Management Consultant and an Estate Planning Strategist.
Cammie provides tailored solutions for her esteemed Clients. Her mission is to empower her Clients with the knowledge and tools needed to make informed decisions about their estate, finances, and future.
“Carve your name on hearts, not tombstones. A legacy is etched into the minds of others and the stories they shared about you.”
~ Shannon Adler, author
Book Appointment
Meet our estate succession practitioner today to find out how she can assist you on your estate planning journey.
Further Insights (Blog Articles)
Joint Ownership in Singapore
Common Misconceptions People Have About Estate Planning
How to Choose An Executor for Your Will?
Why a Simple Will May Do More Harm Than good?
How to protect yourself as the Appointed Executor of a Will?
Why do we need to do estate planning in Singapore?
What happens when a person dies with debt and is not a bankrupt in Singapore?
When should we review our Estate Plan, or Will?
