You know who you're building for. Do you know if it will reach them?
A will is the letter; your nominations are the address. Your CPF and nominated policies go wherever the address says, so both have to be right for your wishes to arrive.
Few jobs let you show up with the cheque. Mine does, so the plans you made keep going for the people you love.
A way forward for every family.
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Put it in writing
Your will
You've been meaning to write your first will.
Your wishes, written down so the people you love never have to guess.
Write my willBy quote
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In good hands
LPA and AMD certification
Your LPA certified and your AMD witnessed by a doctor, at one of our regular sessions.
The person you choose can act for you if you ever can't decide for yourself.
Book a sessionNo cost
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The right names
CPF and policy nominations
You're not sure who your CPF and policies would go to today.
I check every nomination against your will, so each one points where you want.
Check my nominationsNo cost
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As life changes
Legacy review
Your family has grown or changed since you last checked.
We look again at your will and nominations whenever your family changes, so they keep pointing to the right people.
Review my planNo cost
The families I work with
- Quiet compounders
- Legacy keepers
- Careful planners
- Long-term builders
If a will or a nomination you're asking for wouldn't do what you want it to, I'll tell you before we write it down.
Your family lives with these papers for years, so I only help with what I believe will work for them.
What your family gets
Who gets what, in plain view
You tell me who matters to you.
I show you where your CPF, policies and home would go today.
Papers that agree
You set out your wishes once.
I make sure your will, nominations and LPA all say the same.
The official way, step by step
You see each step before you take it.
Every one comes with the official page where it's done.
A family file they can find
You keep one file with the nominees, the will and each policy.
Your family knows where it is.
One call when it counts
When the time comes, your family calls me.
I handle the claim with them, start to finish.