Personalised One-on-One Estate Planning Consultations
At ERA Advisory, we understand that estate planning is a deeply personal process.
It requires careful thought and expert guidance to ensure your wishes are honoured, and your loved ones are well-protected.
That’s why we offer personalised one-on-one consultations designed to create a comprehensive estate plan tailored to your unique needs, goals, and circumstances.
Your Legacy, Your Way
Every individual’s estate planning needs are different.
Whether you’re just starting or looking to enhance your existing plans, our consultations are focused on ensuring your assets are protected and distributed exactly as you wish.
Our expertise encompasses a variety of financial estate planning instruments, including:
Wills (Wasiat): Secure your wishes for asset distribution.
Testamentary Trusts: Protect your beneficiaries by specifying how and when assets should be distributed.
Living Trusts: Manage your assets during your lifetime and after.
Declaration Trusts: Provide clarity and structure for asset management.
Insurance Trusts: Safeguard insurance payouts for specific purposes or beneficiaries.
Golden Age Trusts: Ensure your financial security during retirement and in your later years.
And More: Custom solutions to address your unique family and financial dynamics.
Why Choose Our One-on-One Consultations?
Tailored Advice: Our Certified Estate Planners take the time to understand your unique situation and offer customised solutions that align with your goals.
Comprehensive Guidance: From drafting wills to setting up complex trusts, we guide you through every step of the process.
Nationwide Reach: With a presence across Peninsular Malaysia, Sabah, and Sarawak, we ensure that our services are accessible no matter where you are.
Trusted Expertise: Our network of approximately 100 Certified Estate Planners is highly trained and committed to delivering professional, reliable, and ethical advice.
How We Help You Secure Your Legacy
We start by understanding your needs, concerns, and priorities during a detailed consultation.
We provide clear explanations of estate planning instruments and recommend solutions that best fit your circumstances.
We assist with the preparation and execution of legal documents, ensuring everything is handled with precision and care.
Take Control of Your Future Today
Estate planning is not just about distributing assets—it’s about providing peace of mind for yourself and your loved ones.
With our personalised one-on-one consultations, you can take the first step toward securing your financial legacy and protecting your family’s future.
📩 Contact us now or tap the button below to schedule your consultation. Let’s start the journey toward a secure and well-planned future together.