Counsel-ready pack
Tan family succession readiness
4 of 7 items addressed · 57% ready
Will
- Will lodged with the Public Trustee (SG)
Trust
- Review the family trust deed with counsel
Insurance
- Term & whole-life policies documented
Financial accounts
- Consolidated list of bank & custodian accounts
Digital assets
- Password manager + digital legacy access
Key contacts
- Executor & guardian contacts confirmed
Wishes & instructions
- Letter of wishes for the next generation
Still to gather
3- ○ Trust
- ○ Digital assets
- ○ Wishes & instructions
This pack organizes what the family has recorded and notes what is still to gather. It is not a legal instrument, and Meridian executes, signs, and releases nothing on the family’s behalf.