To begin, gather personal identification, property deeds, bank and insurance statements, and any existing estate documents like wills or powers of attorney.

Contact us to update beneficiary designations. We’ll guide you through completing new forms or amending existing documents to reflect your current preferences.

Yes. Through a healthcare proxy or power of attorney for personal welfare, you can name a trusted individual to make medical decisions if you’re unable to do so.

During your meeting, we’ll review your gathered documents, discuss your objectives, draft or revise documents, and outline the signing process to finalize your plan.

Review your estate plan after major life events such as marriage, birth of a child, property acquisition, or changes in family circumstances to ensure accuracy.

Yes. We offer virtual appointments via secure video conferencing for your convenience and privacy.

After completion, we provide secure digital copies and can refer you to recommended safe storage options for your paper documents.

At legacyhelp, we guide you through assembling a clear set of documents. This includes a last will and testament, power of attorney, advance medical directive, and lists of named beneficiaries. Properly organizing these documents ensures your wishes are recorded and ready for formal review and notarization.

You can specify individuals or organizations to receive your estate through beneficiary designations in your will or trust agreements. legacyhelp’s team will help you accurately record names, relationships and ensure appointments meet Singapore’s legal requirements.

Yes, you can appoint more than one executor or guardian to oversee different parts of your plan. Our advisors at legacyhelp explain the roles of each appointment, so duties like distributing personal items, managing documents, and caring for dependents are clearly assigned.

Reviewing your estate plan every 3 to 5 years, or after major life events, helps keep it current. legacyhelp offers annual check-in reminders to review appointments, beneficiaries and document validity, ensuring each component reflects your latest intentions.

After drafting, you will review the final set of documents with a licensed advisor, sign them in the presence of a witness or notary, and register any necessary appointments with the appropriate Singapore authorities at no extra steps.