Services
We provide the REAL one-stop solution to complete legacy planning, from will writing and the setup of trust, will custody, asset preservation, life planning, to execution of will and property transfer of ownership, all under one roof.
Backed by a team of experienced professionals, our consulting services aim to solve the critical issues facing our clients, both large and small. Our comprehensive approach is not only what differentiates us, but also what makes us successful.
Will Writing
Complete will writing includes the distribution manner for each of the 16 classes of assets to main and substitute beneficiaries, with legal clauses and special instructions tailored to your needs.
Will Custody
Safekeeping of your will for a lifetime charge of RM700 to ensure that your instructions are carried out for your loved ones when you are no longer around.
Trust
Manage and distribute your assets during lifetime and when you are no longer around, according to your instructions, ensuring your family wealth to be preserved for more than 3 generations.
Asset Preservation
Pass your legacy to beneficiaries as Assets instead of Debts that they may struggle to pay off, i.e. property, car and business with loan.
Insurance
Sustain your family financially upon your passing by getting yourself covered by life insurance.
Life Planning
Plan ahead to ensure the funeral planning process be as hassle-free as possible and bring your loved ones peace of mind.
Business Succession
Managing company management and ownership succession plans while preserving business harmony and the benefits of every shareholder's family upon ones' passing.
Investment
Manage your wealth and assets by licensed financial advisors in investment products that are tailored to fit your goals.
Probate & Letter of Administration
Application of grant of probate (with will) and letter of administration (without will) from high court.
Property Transfer of Ownership
Legalities of transfer of ownership for properties.
Establishment of Charitable Foundation
We assist the necessary documentations in establishing foundations for charitable purposes.
Legal Referral
We connect people looking for legal assistance with a lawyer specialized in the particular area.
Get a Quote
My experiences in consulting clients tell me that every family has its own unique situation and challenges. I would like to provide you with comprehensive details that must be paid attention to in your legacy planning.
You may book a 30-minute professional consultation with me (worth RM300). In this free consultation session, I can PROMISE: I will provide you with constructive suggestions to meet your family's special needs in the most pragmatic way. We will discuss and determine proper legacy planning that can maximize the value of your wealth, so that your wishes can be achieved.