Estate Planning Instructions

Step 1: Your Details

Full Name

NRIC

Date of Birth

Email

Mobile Number

Residential Address

Step 2: Master People Directory

Add details of EVERYONE who will be mentioned in your Will. Include their full addresses.

Step 3: Key Appointments

⚠️ Minor Beneficiary Detected: You added someone under 18. Appointing a Guardian below is highly recommended.

Executors

Guardians (Optional)

Step 4: Specific Assets & Gifts

Leave specific properties, unit trusts, jewelry, etc., to specific people.

Step 5: Testamentary Trust

A trust delays full inheritance, allowing a Trustee to manage the money for minors or specific purposes.

Yes, I want to set up a Testamentary Trust

Step 6: Residuary Estate & Special Clauses

The 'catch-all' clause for everything else you own.

Residuary Beneficiaries

Special Clauses

Commorientes (Survivorship) Days

Funeral Wishes

Step 7: Review Your Instructions

Please review all details carefully. Click "Edit" next to any section to make changes.