Family Legacy Health Check

Family Legacy & Wealth Protection

Confidential Family Wealth Assessment

Section A - Family Profile

Client Name

Email Address

Age

Contact Number

Family Stage

Single Married Young Family Children Studying Retirement Planning Retired

Section B - Your Assets

Please tick what you own:

Test

Estate Planning

Do you have a valid Will?

Yes No

Is an executor appointed for your estate?

Yes No

Are all beneficiaries clearly identified?

Yes No

Have you reviewed your estate plan in the last 3 years?

Yes No

Does your family know where important legal and financial documents are kept?

Yes No

Family Protection

Do you have active Life Insurance policies?

Yes No

Have you completed nominations for your life insurance?

Yes No

Have you nominated beneficiaries for your EPF?

Yes No

Do you have an emergency fund covering at least 6 months of expenses?

Yes No

Has someone in your family been informed of your financial arrangements?

Yes No

Asset Protection

Is a complete asset inventory prepared?

Yes No

Have you reviewed all joint ownership arrangements?

Yes No

Have you explored whether a trust structure is suitable for your assets?

Yes No

Are all your digital assets documented securely?

Yes No

Family Readiness

Does your family fully understand your legacy/succession wishes?

Yes No

Have you completed planning for minor children (if applicable)?

Yes No

Has a legal guardian been appointed for your minors?

Yes No

Professional Advisory Team

Do you work with a Lawyer?

Yes, this applies to me

Do you work with an Accountant?

Yes, this applies to me

Do you work with a Financial Adviser?

Yes, this applies to me

Do you work with a Tax Adviser?

Yes, this applies to me

Do you work with a Licensed Trustee?

Yes, this applies to me