About Us

Finex & Co provides a wide range of tailor-made wealth succession products to meet our clients' needs.

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Who are we?

Finex & Co Legacy Advisory is an advisory company specializing in will & trust. Our company is formed by professional estate planners and legal advisors who are specialized in estate planning.

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What to expect from us

Our team regularly advises our clients in wealth succession planning matters as well as their future assets and possible debts. We access your particular needs taking into consideration the legal aspects and debts cancellation solution and provide you with a tailor-made solution.

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Our Core Services

Our core services are the three pillar of estate planning – will, trust and funding.

Our Process

01WILL

Writing a will ensures that your assets are distributed according to your wishes and avoids disputes over your estate. We offer two types of will services to cater to diverse needs:

• Conventional Will: A legal document that allows you to designate beneficiaries and distribute your assets according to civil laws.

• Islamic Wasiat & Hibah: For Muslim clients, we provide Shariah-compliant Wasiat to ensure inheritance follows Islamic law, and Hibah to distribute assets as lifetime gifts, safeguarding your intentions and avoiding disputes.

02TRUST

A trust is a legal arrangement that allows you to transfer ownership of your assets to a trustee to manage them for your chosen beneficiaries.

We offer various trusts, including living trust, testamentary trust, insurance trust, and family trust. Setting up a trust can help you bypass probate, protect your wealth, and ensure your assets are managed according to your wishes. It also provides flexibility, tax benefits, and privacy, making it an effective tool for preserving your estate and securing your legacy.

03FUNDING

Funding your trust involves transferring the legal title of your assets into the trust to ensure it functions as intended.

This process also requires calculating and setting aside sufficient funds to cover Debts, Administration, Living Maintenance, and Education (D.A.M.E). These considerations ensure that your trust is equipped to manage ongoing obligations like paying off liabilities, covering administrative expenses, providing for your family's living needs, and supporting future education costs. Proper funding is essential to avoid probate, fulfill the trust’s purpose, and ensure your assets are managed and distributed according to your wishes.

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Our Vision and Value

Our vision is to guard every family’s dream and to provide comprehensive understanding about estate planning to the public.

What We Do?

Finex & Co Legacy Advisory provides relevant advice pursuant to estate planning. We offer tailor made will & trust to meet our client’s needs and help ensure that our clients’ estate plans succeed.

Legacy Consulting100%

Need-based Planning100%

Financial Planning100%