Wealth Transfer is a platform that offers end-to-end estate planning solutions, ranging from estate planning audits, wills, and related services like safekeeping and probates to customised trusts, business succession planning solutions, and bereavement advisory services, allowing financial mediators to provide a full range of services to their clients.

We provide these services through a comprehensive platform built specifically for its member Financial Advisors (FAs) and Financial Planners (FPs). Our team of experienced lawyers, chartered accountants, and bankers, with a combined experience of more than 25 years in estate and succession planning, collaborates closely with FAs/FPs to understand all of their clients’ sensitive and confidential issues in order to provide an efficient and timely solution.

Wealth Transfer provides two service delivery models to our clients: an online option for those who want to use our will writing and related services from the comfort of their own homes and an offline mode for those who want to interact with our team of lawyers for advice and solutions for their complex inheritance goals.