Finex & Co Legacy Advisory

Professional Will, Trust & Estate Planning Services In Malaysia

We specialise in Will writing, Trust and Estate planning services in Malaysia, helping individuals and families protect their wealth while securing their loved ones’ future. As a trusted Will writing company in Malaysia, we provide professional estate planning solutions including will drafting, trust planning, and asset distribution strategies. Our services support comprehensive estate planning needs and include lifetime will assurance, allowing you to update your will whenever life circumstances change. This ensures your assets are always managed and distributed according to your latest wishes while providing long-term security for your family.

View Our Pricing

Contact Our Team

Finexandco Awards Ceremony

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.

bt_bb_section_bottom_section_coverage_image

https://finexandco.com/wp-content/uploads/2020/08/image_illustrations_01.png

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.

Lifetime Will Assurance Program :

Our lifetime services includes validity assurance, advisory support, rewriting privilege, secure safekeeping and ongoing guidance throughout your lifetime.

Professional Assurance :

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

Easy & Affordable :

Competitive packages for every budget without compromising quality.

Simplified Process :

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

How Our Will & Trust Services 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 Certified Estate Planner / Legal Advisor

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.

bt_bb_section_top_section_coverage_image

bt_bb_section_bottom_section_coverage_image

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

bt_bb_section_top_section_coverage_image

bt_bb_section_bottom_section_coverage_image

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

bt_bb_section_top_section_coverage_image

bt_bb_section_bottom_section_coverage_image

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

bt_bb_section_top_section_coverage_image

bt_bb_section_bottom_section_coverage_image

Events

HomePage-Event-en

Latest News

Frequently Asked Questions

1. What is the importance of writing a Will in Malaysia?

Writing a Will ensures that your assets are distributed according to your wishes. Without a Will, your estate will be distributed based on Malaysian inheritance laws, which may not reflect your intended beneficiaries.

Read more about the importance of will here.

2. Do I really need a Will if I already have insurance and EPF?

Yes. Insurance and EPF have their own nomination processes, but a Will governs everything else, your property, bank accounts, personal assets, and who cares for your children if both parents pass. Without a Will, your estate is distributed under the Distribution Act 1958, which may not reflect your wishes and can take years to resolve.

Learn what happens to your Will, Insurance, and EPF after you pass on.

3. What is a Trust and do I need one?

A Trust is a legal arrangement where you transfer your assets to a trusted person or institution (the trustee), who manages and distributes them according to your wishes.

A Trust is especially worth considering if you:
● Have young children or a dependent with special needs
● Own a business or hold significant assets
● Want greater control over how and when your assets are distributed

Unlike a Will, an Insurance Trust specifically bypasses the probate process so your beneficiaries receive their inheritance faster and with greater privacy.

4. How much does Will writing cost in Malaysia?

Will writing fees vary depending on the complexity of your estate and the type of document required. At Finex & Co, we offer affordable packages designed for individuals, couples, and business owners. Contact our team or speak to a certified estate planner for a personalised quote.

Read our transparent guide to professional will writing costs.

5. How long does the Will writing process take?

The process is straightforward and typically completed within a few working days. You submit your details through our secure system, we draft the document, you review and confirm, and we arrange printing and delivery for signing. Our team guides you at every step.

6. Is my Will legally valid in Malaysia?

Yes, provided it meets the requirements under the Wills Act 1959, it must be in writing, signed by you in the presence of two witnesses, who must also sign in your presence. At Finex & Co, all documents are reviewed by qualified legal experts to ensure full compliance with Malaysian law.

Find out more on the legal requirements for a valid Will in Malaysia.

bt_bb_section_top_section_coverage_image

bt_bb_section_bottom_section_coverage_image

Secure Your Legacy With Our Professional Will Writing & 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

bt_bb_section_top_section_coverage_image

bt_bb_section_bottom_section_coverage_image

https://finexandco.com/wp-content/uploads/2025/07/Eng-Trusted-by-Advisors-Vertical-1280x504.png

https://finexandco.com/wp-content/uploads/2025/07/Eng-Trusted-by-Advisors-Horizontal-1280x504.png

bt_bb_section_top_section_coverage_image

https://finexandco.com/wp-content/uploads/2024/10/finex-02-e1728534083633.png

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

https://finexandco.com/wp-content/uploads/2024/10/finex-01-e1728530803900.png

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

Find our news at :

Finexandco Featured In The Star

Finexandco Featured In Astro Awani

Finexandco Featured In Sin Chew

Finexandco Featured In Nanyang

Finexandco Featured In China Press

Finexandco Featured In ai FM

Finexandco Asia Honesty Enterprise

Finexandco The Malaysia Book Of Records