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Build A Rewarding Career As A Will Writer & Estate Planner In Malaysia
Kickstart Your Career With Finex & Co As A Will Writer & Estate Planner In Malaysia
A career as a Will writer or estate planner at Finex & Co offers growth, purpose, and the chance to make a lasting impact. You’ll join a supportive, forward-thinking environment that values professional development and meaningful client relationships.
Our experienced team provides ongoing mentorship and practical insights to help you succeed. With training, workshops, and access to industry events, you’ll gain the skills and confidence to thrive as a trusted estate planner or Will writer in Malaysia.
Our experienced team provides ongoing mentorship and practical insights to help you succeed. With training, workshops, and access to industry events, you’ll gain the skills and confidence to thrive as a trusted estate planner or Will writer in Malaysia.
A career as a Will writer or estate planner at Finex & Co offers growth, purpose, and the chance to make a lasting impact. You’ll join a supportive, forward-thinking environment that values professional development and meaningful client relationships.
Our experienced team provides ongoing mentorship and practical insights to help you succeed. With training, workshops, and access to industry events, you’ll gain the skills and confidence to thrive as a trusted estate planner or Will writer in Malaysia.
Our experienced team provides ongoing mentorship and practical insights to help you succeed. With training, workshops, and access to industry events, you’ll gain the skills and confidence to thrive as a trusted estate planner or Will writer in Malaysia.
Why Be A Will Writer & Estate Planner With Finex & Co?
Automated Funding Calculation System
Easily calculate client needs for Debts, Administration, Maintenance, and Education (D.A.M.E.) with our smart funding tools.
Frequent Online Coaching
Stay ahead with regular coaching sessions to enhance your skills, product knowledge, and client communication techniques.
Direct Access to Legal Advisors
Get fast support via WhatsApp from our in-house legal team, perfect for handling complex client scenarios with confidence.
3-Day Draft Will Turnaround
Receive fully drafted Wills within 3 working days, helping you serve clients efficiently and build trust quickly.
Digital Client Submission Platform
Submit client information easily through our proprietary system, streamlining your workflow from consultation to completion.
3-Day Draft Will Turnaround
Receive fully drafted Wills within 3 working days, helping you serve clients efficiently and build trust quickly.
Digital Client Submission Platform
Submit client information easily through our proprietary system, streamlining your workflow from consultation to completion.
Getting Started As A Will Writer Or Estate Planner In Malaysia With Finex & Co
1. Initial Application & Interview
Submit your interest via our platform. Our team will schedule an interview to learn about your background and career goals.
2. Training & Certification
Access structured training on estate planning fundamentals, legal requirements, and system use. Ongoing learning keeps you informed and confident as you grow.
3. System Access & Setup
Get full access to our digital tools, including the Infinite system for client submission, document drafting, and performance tracking.
4. Mentorship & Legal Support
Paired with a mentor and given WhatsApp access to legal advisors, support is always just a message away.
5. Begin Your Journey
Onboard clients with Finex & Co’s full support, legal resources, and branding.
We ensure every new planner is fully equipped to succeed with confidence, clarity, and the right tools.
Testimonials
Frequently Asked Questions
1. Do I need legal qualifications to become a Will Writer or Estate Planner in Malaysia?
No, you don’t need to be a lawyer. At Finex & Co, we provide comprehensive training, certification, and ongoing mentorship to equip you with the knowledge and skills to succeed in estate planning.
2. Can I do this career part-time or is it full-time only?
You can start as a part-time Will Writer or Estate Planner and gradually build your client base. Many of our planners transition into full-time roles once they gain confidence and steady income.
3. How much can I earn as a Will Writer or Estate Planner in Malaysia?
Earnings vary depending on your effort and client base. With commissions, performance incentives, and growth opportunities, many estate planners at Finex & Co enjoy flexible income with high potential.
4. How long does the training and certification process take?
Training is designed to be practical and efficient. Most new planners complete their initial training and certification within a few weeks, but continuous learning and coaching are provided throughout your career.
5. What kind of support will I get after joining Finex & Co?
You’ll receive direct mentorship, regular coaching sessions, access to our automated funding tools, and WhatsApp support from our in-house legal advisors. You’ll also benefit from our digital client submission system for a smoother workflow.
Start Your Career As A Will Writer & Estate Planner In Malaysia Today
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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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LOT A-06-38, IOI BOULEVARD, JALAN KENARI 5, BANDAR PUCHONG JAYA, 47170 PUCHONG, SELANGOR
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