1. Will Writing and Estate Management Services
An Integrated Solution
from
My Legacy Will Services
Sdn Bhd

2. A Will is …
An essential planning tools that takes care of wealth distribution upon death
A key area under Integrated Financial Services framework
The most effective and legal way to ensure smooth transfer of assets when one passes on

3. The Problems Will execution takes a long time and is expensive
Will does not guarantee problem-free execution
Funeral expenses can be substantial
Financial distress for dependants when assets are frozen
Significant upfront funding required for stamp duty and legal fees for transfer of assets

4. The Solution The Answer: The Objective:
Provide immediate funeral expenses for the deceased
Provide adequate funding for the dependants to tide them over in the first 12 months
Provide adequate funding to expedite execution of the Will
The Answer:
Limited Payment Whole Life Insurance Policy with Total and Permanent Disability Benefit (TPDB)

5. Who is My Legacy? Provides Will writing and estate management services
Founders have years of experience in writing Wills
Tied up with Amanah Raya Berhad for custodial, trust and administration services
Own proprietary software that makes Will writing easy even for lay persons
Targeting the emerging financial planners to distribute our product

6. The Principals Our two principal founders of the company are ;
MURALI PILLAI
Partner of Murali B. Pillai & Associates
20 years in legal practice
Holder of LLB (Hons) (London)
Barrister at Law, Mediator for Bar Council
ANDRIC LIN
Pioneer franchisee of Rockwills
15 years in Will writing and estate management services
Previous life & general insurance agent

7. Objectives of MyLegacy
To tie up with financial institutions to provide
services in the wealth distribution area
To provide services ranging from writing a
Will to the eventual administration of the
assets

8. Our Business We Provide …
Complete Will writing solution to produce Wills
Technical and legal support for non-standard Wills
Legal services for vetting and validating Wills
Will custody and trust services
Will execution and estate administration services

9. Win-Win-Win For Insurance Company
Our Proposal provide a Win-Win-Win environment for
all parties involved ;
For Insurance Company
- Ability to provide a more comprehensive estate and
financial service
- Additional revenue from Will writing and the attached
Insurance policy
- Collection of valuable customer information from Will
writing process
- Cross-selling opportunities arising from Will writing

10. Win-Win-Win For the Agency
- Additional source of revenue from their existing pool
of customer
- A simple and easy lead product to sell to new customers
- Ability to meet more needs of their customers
For the Customers
- They will get professional Will writing and custodial services
- The Will execution and estate administration will also
be taken care of
- The attached Insurance policy will take away the financial burdens associated with Will execution

11. Proposed Business Model
Utilize the Will writing and Estate Management Services from My Legacy , customizing and integrate it into Insurance business.
Insurance company will roll down the Will writing capability to its agency force using the software from My Legacy
Insurance company and My Legacy will work together on the operational aspects of the Will writing services
My Legacy will undertake the legal aspects of the Wills and of Wills for safe custody
My Legacy will undertake the eventual administration of the estate in conjunction with Amanah Raya

12. Thank You