Death is never easy to cope with for those left behind, but you can eliminate additional complications by planning how your legacy lives on. Your legacy and your trust go hand in hand. Determining the whereabouts of your life-long earnings and cherished treasuries is an important step. Still, the documentation and start-up process could be lengthy, but Dfine Legacy is here to ease this hefty step.

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Get this process started.

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What Is Estate Planning?

Estate planning is the preparation of tasks that serve to manage an individual's asset base in the event of their incapacitation or death. The planning includes passing on assets to heirs and settling estate taxes. Most estate plans are set up with the help of an attorney experienced in estate law.

 

Estate planning involves determining how an individual’s assets will be preserved, managed, and distributed after death. It also considers managing an individual’s properties and financial obligations if they become incapacitated.

 

What do you need to start estate planning?

You might consider implementing innumerable legal strategies as you design your estate plan.

Regardless, there are certain things that you must have before you start estate planning: 

• A Will

• A Health Care Directive

• A Power of Attorney 

• Permission to Access Personal Medical Information

• A Trust

• Our Dfine team, to help out with every up and down that come along the process

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Why should you entrust Dfine Legacy?

Planning the bearings of your wealth after your departure is not easy; it requires sensitivity, planning, and, most of all, a trusted companion. Estate Planners from Dfine Legacy is AEPP certified, assuring the quality you require during the estate planning.

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Let’s Begin.

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What is AEPP certification?

The Associate Estate Practitioner (AEPP®) is a practical program for Professional Advisors dealing with Estate Planning to enhance their core advisory services. This program enhances the knowledge regarding estate planning needs, especially in Singapore. This professional certification allows our workers to provide to the best of their abilities; they perform at a level that Singaporean estate planning requires you to. 

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What services do we provide regarding estate planning?

Our priority is to guide you to the best fit for your needs. At Dfine Legacy, we provide numerous services for your estate planning process:

• Will Planning & Will Writing

• Business Succession Planning

• Lasting Power of Attorney

• Will Custody

• Family Office and Trusts Planning 

• Corporate Workshop and Seminars

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Click here to avail of Services.

 

Us and Our Seminars

To inform you about the workings of estate planning, we have great informers who can guide you through a seminar on Estate Planning and managing your legacy. With detailed explanations and walk-throughs of your requirements regarding your will, business, and planning, we help you understand how to manage your legalities.

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