For agents who wish to contact our helpline, please whatsapp us at +65 8518 8974 (preferred) or call us at +65 8518 0454.
Lawyer-reliant estate planning is expensive and slow so we made it possible for advisors to do it independently.
Our platform simplifies legacy-related documents while maintaining comprehensiveness. Coupled that with our proprietary algorithms, legal documents are generated on the platform itself then sent to our lawyers for vetting.
The Result - Technology enabling advisors to independently fulfill legacy related documents at lawyer-level quality.
Simply put, our value comes from equipping your advisors with high fulfillment capabilities while limiting the involvement of lawyers. This is how we plan ascertain your agency's business competitivity in Legacy Planning.
Trained by lawyers with at least 5 years experience in family law.
Every legal document created is vetted by a lawyer before being received by your client.
Receive proper guidance while servicing your clients via our Consultant Care Helpline.
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