HELP® — Holistic Estate & Legacy Plan
Clear. Thoughtful. Intentional Legacy Planning.
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Estate Planning That Goes Beyond Documents
Estate planning is not just about documents. It is about clarity, care, and continuity for those you love most.
The HELP (Holistic Estate & Legacy Plan) is a structured professional advisory service designed to help individuals and families organize, protect, and pass on their wealth with intention — while reducing confusion, conflict, and unnecessary costs for loved ones.
Whether your assets are simple or complex, local or cross-border, HELP ensures your wishes are understood, documented, and executable. We bring together financial, legal, and human considerations into one coherent plan that serves your family's unique needs.
What HELP Covers
HELP looks beyond wills and paperwork. It brings together financial, legal, and human considerations into one coherent plan that protects what matters most.
Asset & Ownership Review
Comprehensive mapping of personal and business assets to ensure nothing is overlooked.
CPF & Beneficiary Alignment
Ensuring your CPF nominations match your overall estate intentions.
Will & Trust Readiness
Preparation and coordination with qualified legal professionals for proper execution.
Insurance & Liquidity Planning
Strategic planning for estate settlement costs and immediate family needs.
Complete Estate Planning Coverage
Family Considerations
Thoughtful planning for succession intent and family harmony, ensuring your wishes support those you care about most.
Cross-Border Asset Awareness
Guidance for assets across multiple jurisdictions, helping you navigate complexity with confidence.
Legacy Values & Instructions
Preserving what matters beyond money — your values, wishes, and guidance for future generations.
The outcome is one integrated estate and legacy roadmap, not fragmented advice. Every element works together to create clarity and peace of mind for you and your loved ones.
Who HELP Is For
HELP is designed for anyone who wants clarity, control, and confidence in their estate planning — regardless of wealth level or complexity.
Individuals seeking clarity and control
Take charge of your legacy with organized, intentional planning.
Parents with young or dependent children
Ensure your children are cared for according to your wishes.
Business owners and professionals
Protect both personal and business interests for smooth succession.
Planning for Every Life Stage
Retirees planning orderly wealth transfer
Ensure your lifetime of work benefits those you love most, with clear direction and minimal taxation.
Families with assets across multiple jurisdictions
Navigate the complexity of international assets with expert guidance and coordination.
Anyone wanting to avoid leaving unspoken burdens
Spare your family years of confusion, conflict, and unnecessary stress during difficult times.
Professional Fees & Pricing
We believe in transparent, upfront pricing — no hidden costs, no obligation to purchase products. Choose the service level that matches your needs and complexity.
HELP Starter
S$800 (one-time)
Foundational Review — perfect for individuals seeking clarity on current estate readiness and identifying key gaps.
HELP Comprehensive
S$1,680 – S$2,480
Full Estate & Legacy Plan — ideal for families, professionals, and business owners needing complete planning.
Ongoing Advisory
From S$480/year
Regular reviews as life, assets, or laws change — optional but recommended for continued peace of mind.
What's Included in Each Service
HELP Starter
Foundational Review — S$680
  • Asset and beneficiary mapping
  • CPF and insurance alignment review
  • Key gaps and risk identification
  • Summary findings and next-step recommendations
Perfect for getting started and understanding where you stand today.
HELP Comprehensive
Full Planning — S$1,680–S$2,480
  • Full estate and legacy analysis
  • Scenario planning and liquidity review
  • Family and succession considerations
  • Coordination guidance with legal professionals
  • Written Holistic Estate & Legacy Plan report
Complete planning for families and complex situations.

Legal drafting (e.g. wills or trusts) is handled separately by qualified lawyers. HELP ensures you are properly prepared before legal execution, reducing costly revisions and ensuring your documents reflect your true intentions.
Why Clients Choose HELP
Independent, Advice-First Approach
Our focus is on your best interests, not product sales. You receive objective guidance tailored to your unique situation.
Structured Yet Human-Centered
We combine professional rigor with genuine care, making complex planning feel manageable and personal.
Clear Explanations
No technical overload or confusing jargon — just straightforward guidance you can understand and act on.
Diverse Wealth Contexts
Experience across conventional and Islamic wealth planning, respecting your values and requirements.
Reducing Future Family Stress
Our focus extends beyond completing documents to preventing conflict and confusion for your loved ones.
Start With a Conversation
Estate and legacy planning should feel calm, respectful, and empowering — not rushed or intimidating. A simple conversation today can spare your family years of confusion later.
Take the first step toward clarity and peace of mind. Our team is here to listen, guide, and help you create a legacy plan that truly reflects your wishes and values.
Ready to protect what matters most? Let's begin your Holistic Estate & Legacy Plan together.
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