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Estate & legacy planning · Singapore

You wrote your will. It doesn't cover everything.

Most Singaporeans believe a will takes care of all they leave behind. But your CPF savings and your insurance payouts are passed on under entirely separate rules — and a will doesn't touch them. Let's make sure nothing falls through the cracks.

Find out what's missing Free, no-obligation conversation
A multigenerational Singaporean family together at golden hour

First things first

A will matters. We'll help you sort that too.

If you pass on without a will, the law decides who receives your estate — not you. A clear, valid will spares your loved ones uncertainty, delay, and disagreement during the hardest of times.

Your home & savings

Decide clearly who inherits your property, bank savings and investments — in the proportions you choose.

Your children

Name a guardian you trust to care for young children, rather than leaving it to the courts to decide.

Peace of mind

A valid will is the foundation. It's quicker to act on, and it removes guesswork for the people you love.

The drafting

For the will itself, we connect you with a trusted professional will-writing service that handles the legal drafting and safekeeping. We focus on the bigger picture — making sure your will, your CPF and your insurance all work together.

The part most people miss

Three separate keys to one legacy

Here's what surprises almost everyone: two of your largest assets aren't governed by your will at all. They each need their own instruction. Miss one, and the people you intended may not receive what you meant for them.

01

Your will

  • Property & real estate
  • Bank savings & cash
  • Investments & shares
  • Personal belongings
Covers your estate
02

CPF nomination

  • Ordinary & Special Accounts
  • MediSave
  • Retirement Account
  • CPF LIFE refund balance
Not covered by your will
03

Insurance nomination

  • Life policy payouts
  • Trust nomination (sec. 49L)
  • Revocable nomination (sec. 49M)
  • Who receives, and when
Can bypass your will

"I've made a will, so I'm sorted." It's the most common — and most costly — misunderstanding in estate planning.

~48%

of Singaporeans don't have a will at all

Industry survey, 2022

6 mths

how long unnominated CPF can take to reach family — plus an administrative fee

CPF Board / Public Trustee's Office

$0

of your CPF or trust-nominated insurance is governed by your will

Insurance Act & CPF nomination rules

The patterns we see

Quietly, again and again

Three situations we come across often. Each one was avoidable with a short conversation.

A father in his forties had a proper will drawn up when his second child arrived. He assumed it covered his CPF — by then almost six figures. It didn't. With no CPF nomination, the money went to the Public Trustee, and his family waited months to receive it.

The will that wasn't enough

Years ago, she nominated her parents as the beneficiaries of her insurance policy. Then she married and had a child — and never updated it. When the policy paid out, it went exactly where she'd once said, but not to the family she'd built.

The nomination left behind

Single, supporting ageing parents, he kept meaning to "sort it out one day." With no will and no nominations, the law decided how everything was divided. It was orderly — but it wasn't what he would have chosen.

The plan that never got made

These are illustrative composites, not real clients — but the situations behind them are everyday ones.

Three generations walking together at sunset

Who this is for

If you have CPF and insurance, this is for you

Which is to say — almost every working Singaporean. These moments are when it matters most.

New parents

You want certainty that your children are provided for, no matter what.

Property owners

A home is most families' largest asset — and the source of the most disputes.

Sandwich generation

Supporting both children and ageing parents — your plan needs to hold everyone.

Anyone with savings

CPF builds up quietly over decades. Few people have told it where to go.

A family standing together facing the sunset

Your next step

A complimentary legacy review

A relaxed, no-obligation conversation to map out your will, CPF and insurance nominations — and spot any gaps. No jargon, no pressure. Just clarity.

Completely free No obligation In person or online Will referral included

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