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Tan family succession readiness

4 of 7 items addressed · 57% ready

Coverage

Will · coveredTrust · openInsurance · coveredFinancial accounts · coveredDigital assets · openKey contacts · coveredWishes & instructions · open

3 areas have no completed item yet.

Readiness checklist

Will lodged with the Public Trustee (SG)Will
Review the family trust deed with counselTrust
Term & whole-life policies documentedInsurance
Consolidated list of bank & custodian accountsFinancial accounts
Password manager + digital legacy accessDigital assets
Executor & guardian contacts confirmedKey contacts
Letter of wishes for the next generationWishes & instructions

Counsel-ready packs

A snapshot of this plan to share with your lawyer. It organizes what you’ve recorded — it is not a legal document.

For Tan & Co Lawyers — Q3 review2026-06-12

View the counsel-ready pack →