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Build A Rewarding Career As An Estate Planning Consultant In Malaysia
Do You Need a Law Degree to Become an Estate Planning Consultant?
No. Becoming an estate planning consultant with Finex & Co does not require a law degree. Applicants complete an interview, then certification training, before advising clients with mentorship and legal advisor support. The role suits insurance agents, financial consultants and career changers. This page is for job applicants, not for clients arranging a Will. Arranging a Will? See our will writing and estate planning services.
Kickstart Your Estate Planning Career With Finex & Co
A career in estate planning with Finex & Co combines client advisory work with structured training, ongoing learning and practical support. You will help clients understand Will and Trust planning options while building your knowledge of estate-planning processes and client communication.
The team provides mentorship, workshops and practical guidance to help new planners build confidence, understand the service process and develop professional client relationships.
The team provides mentorship, workshops and practical guidance to help new planners build confidence, understand the service process and develop professional client relationships.
A career in estate planning with Finex & Co combines client advisory work with structured training, ongoing learning and practical support. You will help clients understand Will and Trust planning options while building your knowledge of estate-planning processes and client communication.
The team provides mentorship, workshops and practical guidance to help new planners build confidence, understand the service process and develop professional client relationships.
The team provides mentorship, workshops and practical guidance to help new planners build confidence, understand the service process and develop professional client relationships.
Why Malaysia Needs More Estate Planners
Most Malaysian families still have no estate plan, and the cost of that gap grows every year. That is why demand for trained estate planners keeps rising.
~5%
of Malaysians have engaged in estate planning, according to AmanahRaya.
Source: Malay Mail, February 2025
RM90 billion
in frozen inheritance assets, including property, shares and investments that cannot yet be distributed.
Source: Asia News Network, May 2026
RM13 billion
in unclaimed money, including dormant accounts and uncollected insurance payouts.
Source: Asia News Network, May 2026
Every family with property, savings, insurance or young children is a potential client. As a Finex & Co estate planning consultant, you help close that gap with Wills, Insurance Trusts and Family Trusts, backed by the firm’s legal team.
Why Build Your Estate Planning Career 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.
Draft Will Workflow Support
Draft Wills are prepared within 3 days as our standard turnaround, supported by the team’s drafting workflow and legal-support process.
Digital Client Submission Platform
Submit client information easily through our agent portal, streamlining your workflow from consultation to completion.
Draft Will Workflow Support
Draft Wills are prepared within 3 days as our standard turnaround, supported by the team’s drafting workflow and legal-support process.
Digital Client Submission Platform
Submit client information easily through our agent portal, streamlining your workflow from consultation to completion.
Getting Started As An Estate Planning Consultant 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.
New planners receive training, system access and ongoing support to help them build confidence with the service process.
What Our Estate Planners Say
Frequently Asked Questions About Becoming an Estate Planning Consultant in Malaysia
1
How do I become an estate planning consultant in Malaysia?
You apply to a licensed estate planning firm, complete an interview, then finish the firm’s certification training before advising clients. The Finex & Co sequence is application and interview, training and certification, system access, then mentored casework with legal advisor support.
2
Who is suitable for a career in estate planning?
The role tends to suit people who already hold client-facing financial conversations, such as insurance agents, financial consultants, bankers and property professionals, as well as career changers who are comfortable with detailed documentation and thorough sales cycles.
3
Is the Finex & Co estate planning consultant role salaried or commission-based?
The role is offered on a full commission basis, with no basic salary, and most Finex & Co consultants work part time. Income depends on the cases you complete.
4
What training and support does Finex & Co provide?
New consultants receive certification training, frequent online coaching, direct access to legal advisors, a digital client submission platform, and an automated funding calculation system. Mentorship continues after certification through the first cases.
5
How do I apply to join Finex & Co?
Submit an application through the enquiry form on this page, or WhatsApp +6011-5414 4811. Shortlisted applicants are invited to an interview before training begins.
6
Do you need a licence to become a Will writer in Malaysia?
There is no specific licence for writing Wills in Malaysia. Trust services, however, must be carried out through a licensed trust company, and giving insurance or investment advice requires the relevant licence or registration. Finex & Co consultants complete the firm’s certification training and work with its legal advisors and licensed trustee partner rather than acting alone.
7
Is estate planning a good career in Malaysia?
Demand is growing. AmanahRaya estimates that only about 5% of Malaysians have done any estate planning, and billions of ringgit in assets are frozen because owners died without a plan. The role suits people who enjoy long-term client relationships, because clients return to update Wills, set up Trusts and refer family members. Income depends on activity and case volume, so confirm the remuneration structure before you join.
Start Your Estate Planning Career In Malaysia Today
Join Finex & Co for structured training, ongoing mentorship and practical support as you build your career in Will writing and estate planning.
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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
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