Free Resource

The Compass Playbook: Navigating Your Family's Legacy

A self-paced starter kit to help Singaporean families understand essential estate tools and reflect on what matters most.

Clear Explanations: Straightforward breakdowns of Wills, LPAs, and CPF nominations within the Singapore legal framework.

Thoughtful Questions: Guided prompts to help you define your beneficiaries and decide how your wealth should support them.

Practical Direction: A clear starting point to evaluate whether a standard distribution or a structured legacy plan fits your needs.

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What's Inside

1. Do you have a valid, signed Will?

2. Do you have a Lasting Power of Attorney (LPA)?

3. Have you reviewed your CPF nomination?

4. Are your insurance policy beneficiaries up to date?

5. Do you have a plan for your digital assets?

6. If you have young children, have you named a guardian?

7. If you own a business, is there a succession plan?

Got a "no" or "not sure" on any of these? That's normal — most people do. Get The Compass Playbook above, or book a free Legacy Discovery Call to walk through it with someone.

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SG Legacy Compass

Helping Singapore families build legacies that outlast the transfer — not just paperwork that hands off what's left.

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