Our Services
My Will
Create and keep a copy of a digital will
Create a will and have it ready within 24 hours through MySuccession app. You just need to follow three simple steps : Fill it up, print it out and sign it! The platform provides a legal, safe and convenient way of completin your will digitally.
MyEP Checklist
Calculate, plan & create an estate plan
Your “net worth” plays a crucial role in setting up and updating your estate plan. But how can you calculate your net worth? It’s the MyEP checklist! This process will allow you to designate certain assets for your family and loved ones while setting aside other funds to pay for your taxes and debts.
MyReview
Comprehensive insurance policy review
Let us compile and analyze your insurance policies to review any missing gaps in your insurance plans.
MyTrust
Preserve your wealth for successive generations
Establish a family or private trust to preserve and distribute wealth periodically rather than in a lump sum. This ensures that wealth is passed on to successive generations without the risk of it being squandered by one generation.
MyBiz Successions
Protect business interests and the enduring legacy of business
A business succession trust transfers your business legacy to the next generation under a protective committee until the successor matures, reducing disputes between outgoing and surviving shareholders over business management.
MyInvestment
Stocks / Unit trust / Bond
MyInvestment enables us to monitor fund performance and select the best investments for retirement or wealth accumulation. It provides insights into the funds invested and their performance, empowering informed decision making.
