Finex & Co Legacy Advisory

Professional Will, Trust & Estate Planning Services In Malaysia

We specialise in Will writing, Trusts, and Estate Planning for both conventional and Islamic needs, protecting your wealth and securing your family’s future.

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Our Will And Trust Services In Malaysia

Will Writing & Estate Planning

Writing a Will ensures your assets are distributed as intended and prevents family disputes. At Finex & Co, we offer personalised Will writing services for every need and family structure.

• Conventional Will: Appoint beneficiaries, guardians, and outline asset distribution under Malaysian law.

• Islamic Wasiat & Hibah: Shariah-compliant options for lifetime gifting and clear inheritance planning.

Our estate planning also covers taxes, debts, and financial security, giving you clarity, control, and peace of mind.

Trust

A trust lets you transfer assets to a trustee to manage and distribute for your beneficiaries, offering control, privacy, and protection for your estate. At Finex & Co, we provide tailored trust solutions, including:

• Insurance Trust
• Family Trust (via Testamentary Trust)

Trusts help avoid probate delays, protect wealth from disputes, and ensure assets are managed per your wishes, offering flexibility, tax benefits, and long-term peace of mind.

Funding

Proper funding ensures your trust works as intended, providing the protection and control you planned for. It involves legally transferring your assets into the trust and accounting for future needs through D.A.M.E:

• Debts: Settle liabilities
• Administration: Cover legal and management fees
• Maintenance: Provide living expenses
• Education: Support educational goals

By funding these key areas, your trust stays equipped to meet obligations, protect beneficiaries, and avoid probate delays. At Finex & Co, we ensure your trust is well-structured and fully funded to preserve your legacy.

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Why Choose Finex & Co for Will & Trust Services in Malaysia?

Finex & Co offers trusted, affordable, and hassle-free estate planning solutions tailored to your needs. Our experienced team ensures every Will and Trust is professionally prepared and legally sound.

Easy & Affordable : Competitive packages for every budget without compromising quality.

Expert Guidance : Certified estate planners and legal advisors support you every step of the way.

Simplified Process : Submit details securely, we’ll draft, review, and deliver your Will efficiently.

Debt Support : We help assess and manage liabilities to protect your estate.

Professional Assurance : All documents are reviewed by qualified legal experts to ensure full compliance with Malaysian law.

How It Works?

Our process is simple, guided, and fully supported by our team of estate planning professionals. Here’s how you can get started:

01Purchase Through Our Estate Planners

Connect with one of our certified estate planners, who will register you as a client and complete the purchase using their unique ID.

02Submit Your Details

Fill in your personal and asset information through our secure Infinite System. Our platform ensures a smooth and confidential submission process.

03Confirm and Sign

Review the drafted Will to ensure all details are accurate. We will print and deliver it to you for signing in the presence of two witnesses.

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Finex & Co Legacy Advisory

Comprehensive Wealth Succession Solutions

At Finex & Co, we provide a full range of estate planning products to secure your legacy and protect your loved ones, making us a trusted name in Malaysia’s estate planning industry.

Our solutions include:

Conventional Will Writing
I-Care Personal Trust
10X Family Trust
Business Succession Trust

Each offers a cost-effective, legally sound, and flexible approach to managing and transferring wealth, making estate planning seamless and value-driven.

Contact Our Team

Will & Trust Services In Malaysia

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Become an Estate Planner & Will Writer

Looking for a meaningful and rewarding career? Join Finex & Co as an estate planner or certified Will writer. With training, support, and a proven system, you can build a successful career helping others secure their legacy.

Will Writer Malaysia & Estate Planner Recruitment

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Finexandco testimonials

Testimonials

Had my post-retirement planning with the team and I am satisfied with their professionalism and great service.

Mr TanRetired police officer

Emmeline is a highly skilled legal advisor. She gave professional advice and helped single parent like me to plan ahead for my minor child.

Ms Alicia LimSingle Mother

Finally a legacy advisory company which can provide us a practical and long-term solution in managing our business shares and business succession planning.

Mr & Mrs ChinBusiness Partner

Finex & Co is a professional company that offers a one-stop solution for estate and financial planning. They work closely with a team of legal advisors to assist clients in setting up wills and trusts. Their fees are reasonable, and the services and support provided are excellent. Strongly recommended.

Kean Khoon Khoon5 Stars

Finex & Co provides a one-stop solution for financial planning. Their team of professional legal advisors assists customers in will and trust writing, while also safeguarding these documents through secure deposit services. With reasonable pricing and excellent support, I highly recommend them.

W KY4 Stars

A very professional and effective company. A trusted team that is always willing to help and provide good advice to clients. Their service is easy, efficient, and fast.

Adwin Choo5 Stars

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Secure Your Future with Trusted Will & Trust Services in Malaysia

Plan your legacy with confidence at Finex & Co, Malaysia’s trusted Will and Trust specialist. We provide personalised estate planning solutions to protect your assets, honour your wishes, and secure your family’s future.

Contact Our Team

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Trusted Certified Estate Planners in Malaysia. Secure your legacy with expert estate planning solutions tailored to your personal, family, and business needs.

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Quick Links

Services

Connect With Us

+6011 5414 4811 (WhatsApp only)

estateplanning@finexgroup.my

LOT A-06-38, IOI BOULEVARD, JALAN KENARI 5, BANDAR PUCHONG JAYA, 47170 PUCHONG, SELANGOR

Opening Hours:

Monday - Friday: 8AM - 5PM

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Finexandco Asia Honesty Enterprise

Finexandco The Malaysia Book Of Records