Finex & Co Legacy Advisory
Professional Will Writing & Trust Planning In Malaysia
Finex & Co provides Will writing, Trust and estate planning services in Malaysia for individuals, families and business owners. As a Will writing company in Malaysia, we help clients document asset distribution, beneficiary and guardian instructions, while Trust planning supports more structured distribution needs. The Lifetime Will Assurance Program applies to every Will package, providing ongoing advisory and assuring the validity of the Will we prepare, subject to the applicable programme and package terms.
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Finex & Co Provides Will Writing & Trust Planning in Malaysia
Based in Puchong, Selangor, Finex & Co supports individuals, families and business owners with Wills, Insurance Trust planning and Family Trust planning. The company states its membership with the Malaysia Estate Planning Association (MEPA), while each Will and Trust Malaysia enquiry is guided by an estate planner according to the client’s family, assets and objectives.
Our Will And Trust Services In Malaysia
Writing a Will records how you want your assets distributed and can help reduce ambiguity for your family. Finex & Co offers personalised will writing services in Malaysia for every need and family structure.
A trust lets you transfer assets to a trustee to manage and distribute for your beneficiaries, offering control, privacy, and protection for your estate, including Insurance Trust and family trust services in Malaysia via Testamentary Trust.
Proper funding helps a Trust operate according to its terms. Finex & Co uses the D.A.M.E. framework — Debts, Administration, Maintenance and Education — to discuss the funding needs the plan may need to cover.
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.
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Lifetime Will Assurance Program :
The Lifetime Will Assurance Program includes ongoing advisory and assures the validity of your Will as prepared by us subject to the terms of the relevant package and programme.
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Qualified Legal-Expert Review :
Will and Trust documents are reviewed by qualified legal experts before finalisation, adding a professional review step to the planning process.
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Clear Package Options & Pricing :
Published Will packages give individuals and families a clearer view of the available scope, features and pricing before they proceed.
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Guided Planning Process :
A guided process takes you through consultation, information submission, document review and the required signing or Trust arrangement steps.
Finex & Co also offers Real Time Inventory Update, which keeps the assets listed in your Will current as your wealth changes. Learn more about Real Time Inventory Update.
Finex & Co Wins the Golden Bull Award 2024
Finex & Co received the Golden Bull Award 2024, recognising its people-first, professionalism-first approach and the 1 Family 1 Legacy concept behind the i-Smart Will. Watch highlights from the award ceremony.
How Our Will & Trust Services Work
Our process is simple, guided, and fully supported by our team of estate planning professionals. Here’s how you can get started:
01Start With a Certified Estate Planner
Speak with a Finex & Co estate planner about your family, assets and objectives, then review the Will or Trust planning options relevant to your situation.
02Provide Your Planning Details
Provide the personal, family and asset information needed for drafting through the secure form or consultation process.
03Review and Complete the Signing Process
Review the draft with your estate planner, request any necessary changes and complete the required signing, witnessing or Trust arrangement steps.
When Should You Update Your Will?
Circumstances change, and your Will should be reviewed whenever a major life event affects your assets, beneficiaries or family structure. Common life events that call for a review include:
Marriage
Divorce
New Property
Birth of a Child
Change of Beneficiary
Finex & Co Legacy Advisory
Planning Options for Different Family and Asset Needs
Finex & Co offers Will and Trust planning options for different family, asset and succession needs, ranging from a straightforward Will to structures for staged or longer-term distribution.
- Conventional Will Writing — a standard Will drafted to distribute assets according to your instructions, with the option of a Shariah-compliant Islamic Wasiat for Muslim clients.
- Personal Care Trust — a Trust structure that keeps designated funds available for your dependants’ ongoing care and living needs.
- 10X Family Trust — a Family Trust arrangement built to hold and distribute assets to multiple beneficiaries across generations.
- Special Needs Trust — provides lifelong care and financial support for a loved one with special needs, with trustees managing funds on their behalf long after you are gone.
Become an Estate Planner & Will Writer
Finex & Co welcomes individuals interested in becoming a certified estate planner and will writer in Malaysia. Estate planners are trained on Will writing, Trust structuring and client consultation, then work with clients across Malaysia to help them plan their legacy.
What Our Clients Say
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Frequently Asked Questions About Will and Trust in Malaysia
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What is the difference between a Will and a Trust in Malaysia?
A Will takes effect after death and normally requires a grant of probate before assets can be distributed. A Trust can operate during your lifetime and manages only the assets that have been properly transferred into it. Many Malaysian families use both, because a Will covers assets left outside the Trust and appoints executors and guardians.
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What does a Will writing company in Malaysia do?
A Will writing company records your asset and beneficiary instructions, drafts the Will, appoints executors and guardians, arranges correct signing and witnessing, and stores the signed document. Finex & Co also arranges Insurance Trusts and Family Trusts where a Will alone would not achieve the distribution the client wants.
3
How do I choose a Will writing company in Malaysia?
Check that the company states its registered entity, uses legal advisors to draft documents, and names the trustee company that executes its Trust deeds. Ask how the signed Will is stored, what happens if you need to change it, and what the fee covers before you commit.
4
What happens if I die without a Will in Malaysia?
For non-Muslims, the estate is distributed under the Distribution Act 1958 in fixed shares rather than according to your wishes, and a family member must apply for letters of administration. This usually takes longer than probate under a Will and may require sureties before assets are released.
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Can a Will and a Trust be used together in Malaysia?
Yes, and this is common. A Trust can hold a life insurance payout or specific family assets while the Will covers everything else and appoints executors and guardians for minor children. Finex & Co reviews both together so assets are not accidentally covered twice or left out.
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How does Finex & Co support Will and Trust planning in Malaysia?
Finex & Co assigns a certified estate planner to review your assets, dependants and goals, then prepares the Will or Trust deed with support from its in-house legal team. Consultations are available by appointment, either at the Puchong office or by virtual meeting.
Discuss Your Will & Trust Plan With Finex & Co
Your Will and Trust plan should reflect your current family, assets and long-term wishes. Speak with Finex & Co to review the available planning options and identify a clear next step.
Finex & Co is a Will and Trust advisory company in Malaysia, supported by professional estate planners and legal advisors. We help individuals, families and business owners plan Wills, Trusts, asset distribution and business succession.
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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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