SERVICES

Will & Testament

More than just a Will

A will and testament is a written expression of your wishes and directions to your representative (often your spouse or family member above age of 18 years) to, usually:

  • appoint a legal guardian to care for the person or finances of your ‘minor’ children below the age of 18 years;
  • transmit or distribute your cash in banks or investments to your beneficiaries (eg spouse / partner, children, parents, siblings, or next of kin);
  • transfer properties or vehicles registered in your name to your beneficiaries or directions for the sale of and distribution of the sale proceeds to your beneficiaries.

 

A will and testament takes effect on death and if properly attested by witnesses who can certify that you signed the will in their presence, provided all legal requirements are satisfied and in the absence of any fraud or forgery, the court of the relevant country shall then issue an order of court called a Grant of Probate.

Globalization and the internet have opened up a multitude of overseas investment portfolios and offshore assets and accounts are no longer limited to the elite.  Our principal legal consultant’s specialization for the last 26 years have met such discerning clienteles’ testament needs and we have been appointed to draw up the following:

  • Wills for Malaysia;
  • Multi-Jurisdictional Wills for Singapore, Hong Kong, Australia, New Zealand, United Kingdom and selected countries in Europe;
  • Wills for off-shore assets in  Jersey, Guernsey, Isle of Man and the Channel Islands;
  • Wills for United States of America in accordance with selected state law.
To engage us to draw up your
will & testament to cover your
local or global assets

Our 3Cs Process

So how do you go about drawing up your will?   Our answer is 3Cs.

At HERITANCE WILLS, we make the will writing process simple and easy for you. Our preliminary steps shall ensure that you are sufficiently guided as to how to start and complete your wills within a week from receipt of full information from you, as some of our clients have attested to in our REVIEWS page. We discourage prolonging the process for longer than necessary as we do recognize that drawing up a will may be an emotional exercise for some, hence getting it done fast and getting it done right is our assurance to you

Checklist

You shall be furnished with our Checklist to start off. This Checklist contains questions about your personal information which you will find easy to prepare. Then, one of our team members shall get in touch with you, preferably via email to ensure that all questions from you on our Checklist are attended to. If you have any questions on our Checklist, it shall be addressed by our Legal Consultants or complex questions by our Principal Legal Consultant. Up to this point, our services are complimentary.

Consultation

After receiving from you a completed Checklist, we offer a Consultation date in order for us to appreciate your personal circumstances in more detail which allows us to tailor made our advice accordingly. We charge a fixed fee for the consultation but this fee shall be set off with our retainer cost if you appoint us to proceed; hence the consultation fee is then part of the package.

Should you decide not to proceed after the consultation, we are happy to have provided you with the legal advice to plan your estate, and perhaps when the time is right for you, we hope to be of service later on. Should you decide to proceed, which more than 99% of our clients after consultation decide to do, you shall be asked to sign our Retainer to appoint HERITANCE WILLS. You have full control over what you decide to do after the consultation.

Completion

Our team gets down to drawing up your will or wills. On your approval of the will, we shall set an appointed date and time for you to execute your will. If this execution is at our office, then we shall provide the witnesses to your will. Once signed by all parties, and depending on the relevant jurisdiction, your will is then completed.

A final task is for you to decide where your original will is to be stored. Find out more about our WILLSAFE storage services here

WORKING EXPATS’ EPF PROTECTION

We provide complimentary consultations to protect the above.

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