Legacy planning—covering both mental incapacity and end-of-life arrangements—often feels like navigating a complex maze. While generic advice is everywhere, clear, practical guidance on the key details that truly shape your decisions is much harder to find.

Where should you begin? What steps should you take? How much does it cost? And most importantly, how do you make the right choices for your unique situation? Join us at this webinar on 19 March, Wed at 3pm where Ms. Regina Tan, CEO of Immortalize along with Mr Daniel Ong, Branch Manager from Phillip Securities will share insights on YEPPA, a legacy and elderhood planning digital concierge, that makes the entire process simple, efficient, and effortless. From drafting your Will to getting your Lasting Power of Attorney (LPA) and other legacy and elderhood matters sorted, technology is here to guide you every step of the way.

What will be covered?

• Why Legacy Planning Matters: Understand the real-world consequences of not having a legacy plan in place and how it can impact your loved ones.

• The Essential Documents, Simplified: See how YEPPA guides you through creating and managing crucial documents like your Will, Lasting Power of Attorney (LPA), Advance Care Plan, CPF nomination, and more—without confusion or feeling overwhelmed.

• Instant Access to Templates & Guidance: Learn how YEPPA provides easy-to-use templates and step-by-step guidance to help you kick-start your legacy planning journey.

• Tech vs. Traditional Legacy Planning: Discover the advantages of using YEPPA over traditional methods, including cost savings, efficiency, and easy access to expert advice.

• Smart Legacy Plan Management: Explore how YEPPA helps you keep track of updates, manage execution, and ensure your legacy plan remains up-to-date with life’s changes.

  
  

For enquiries, please call us at 6812 1571 or email us at marineparade@phillip.com.sg