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Recent activityEAcmeCorp/estate-plan
Living Trust Document Updated
Added new clauses on digital assets and cryptocurrency holdings. Pending legal sign-off.
DraftLegal
2 hours agoSWayneEnterprises/succession
Board Meeting Notes Uploaded
Summary of succession planning decisions from Q3 board meeting. Next review: Dec 2026.
Corporate
5 hours agoWGlobex/wealth-trust
Portfolio Risk Profile Revised
Equity allocation increased from 60% to 75% following RM 2.4M liquidity event from tech exit.
PortfolioRisk
YesterdayWSmithFamily/will-draft
Children's Trust Fund Executed
Trust deed signed for two beneficiaries (ages 8 and 11). Initial contribution of RM 500,000.
LegalEstate
2 days agoEAhmadRazif/education-trust
Education Fund Shortfall Identified
Revised university projections for 2027 and 2029 intakes. Funding gap of RM 80,000 flagged for top-up.
EducationPlanning
3 days agoIRosnahYusof/income-plan
Retirement Income Strategy Drafted
EPF drawdown schedule combined with dividend income targeting RM 8,000/month post-retirement.
RetirementDraft
4 days agoRLimWeiMing/retirement-plan
Annual Policy Review Completed
Term life and critical illness coverage reviewed. Recommended increasing CI sum assured to RM 1M.
Insurance
5 days agoFDavidNg/fire-strategy
FIRE Strategy Projection Updated
Monte Carlo simulation run at 4% withdrawal rate. 92% success probability over 30-year horizon.
FIREPortfolio
6 days ago