Estate Planning Self-Assessment

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Section 1 of 8

Personal Information

个人资料

Your responses are confidential and used solely to generate your personalised Estate Planning report. Please fill in all fields accurately.

Full Name *

Please enter your full name.

Age *

Please enter a valid age (18–100).

Gender *

Please select your gender.

Marital Status * 婚姻状况

Please select your marital status.

Number of Dependants * 受抚养人数

Please select number of dependants.

Do you have any dependant with Special Needs? * 特殊需要

Yes

No

Please select an option.

Do you own a business? * 是否拥有生意

Yes

No

Please select an option.

WhatsApp Number *

Please enter your WhatsApp number.

Email Address *

Please enter a valid email address.

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Section 2 of 8

Will Writing

遗嘱撰写

A Will ensures your assets are distributed according to your wishes. Without one, your estate is distributed under Singapore's Intestate Succession Act — which may not reflect your intentions.

Do you currently have a valid Will? * 您是否有遗嘱？

Yes, I have a Will

No, I do not have a Will

Not sure / My Will may be outdated

Please select an option.

Did you know? If you die without a Will (intestate), your assets will be distributed according to the Intestate Succession Act — your wishes will NOT be honoured. Court proceedings can take years and cost tens of thousands of dollars.

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Section 3 of 8

Lasting Power of Attorney (LPA)

持久授权书

An LPA authorises a trusted person to make decisions about your personal welfare and/or property & finances if you lose mental capacity.

Have you set up a Lasting Power of Attorney (LPA)? *

Yes, my LPA is registered with OPG

No, I have not set up an LPA

In progress / Not yet registered

Please select an option.

⚠️ Important: Without an LPA, if you suffer a stroke, dementia, or accident that impairs your mental capacity — even your spouse cannot legally access your bank accounts or make medical decisions on your behalf without a costly Court Order.

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Section 4 of 8

Advance Care Planning (ACP) & AMD

预先护理计划与预先医疗指示

An Advance Care Plan (ACP) and Advance Medical Directive (AMD) document your medical and care preferences when you are unable to communicate them yourself.

Have you completed an Advance Care Plan (ACP)? *

Yes

No

Not sure

Please select an option.

Have you filed an Advance Medical Directive (AMD)? *

Yes

No

Not sure

Please select an option.

Have you communicated your end-of-life wishes to your family? *

Yes, they know my wishes

No / Not clearly communicated

Please select an option.

Why this matters: Without an ACP/AMD, your family may face agonising, divisive decisions during a medical crisis — and doctors will default to maximum intervention regardless of your personal wishes.

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Section 5 of 8

CPF Nomination

公积金提名

CPF savings are NOT covered by your Will. You must make a separate CPF Nomination to specify who receives your CPF monies upon your passing.

Have you made a CPF Nomination? *

Yes, I have made a CPF Nomination

No, I have not nominated

Not sure

Please select an option.

What is your estimated CPF balance range? *

Please select your estimated CPF balance range.

⚠️ Critical fact: Without a CPF Nomination, your CPF monies will be distributed by the Public Trustee's Office (PTO) according to the Intestate Succession Act, NOT your Will — and the process can take many months.

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Section 6 of 8

Insurance Nomination

保险提名

Insurance payouts can bypass your estate entirely — but only if you have made the right type of nomination. A Trust Nomination ensures the proceeds go directly to your beneficiaries, free from creditors.

Do you have life insurance policies? *

Yes

No

Please select an option.

Did you know? Without a Trust Nomination, your insurance proceeds will be paid to your estate — potentially subject to probate delays and creditor claims — instead of going directly to your loved ones.

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Section 7 of 8

Assets, Trust & Business Planning

资产、信托与企业规划

Understanding your asset profile helps identify whether a Trust or Business Succession plan is needed for your family's long-term protection.

Types of assets you own (select all that apply) *

Real Estate / Property (房产)

Bank Accounts / Savings (银行存款)

Investments / Shares / Stocks (投资/股票)

Business / Company Shares (商业/公司股份)

Overseas Assets (海外资产)

Digital Assets / Crypto (数字资产)

Please select at least one asset type.

Estimated total net worth *

Please select your estimated net worth range.

Do you have a Trust set up? *

Yes

No

Considering it

Please select an option.

Do you have a Business Succession plan in place? *

Yes

No

Not applicable

Please select an option.

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Section 8 of 8

Family Harmony & Final Questions

家庭和谐与最后问题

Family disputes over inheritance are more common than most expect. A well-structured estate plan prevents conflict and ensures your legacy brings unity, not division.

How would you describe your family's awareness of your estate plans? *

Fully informed — everyone knows my plans

Partially informed — some family members know

Not discussed — family does not know

Please select an option.

Are there any complex family situations? (select all that apply) *

Blended family / Children from previous marriage

Elderly parents who are dependants

Minor children (under 21)

None of the above

Please select at least one option.

How urgently do you feel you need to review your estate planning? *

Immediately — I know I have gaps

Soon — within 3 months

Exploring — just want to understand my situation

Please select an option.

Any additional concerns you'd like to highlight?