Estate Planning Calculator

Enter needs and available funds. Download a client or agent report.

Calculated on this device · No upload

1Client details

Full name *

NRIC / Passport

Date of birth

Marital status

Number of dependants

Contact number

Email address

Date completed

2Estate planning awareness

Discussion only; does not affect totals.

Has the client created an estate plan? Has the client written a Will? Is an executor appointed? Does the client understand that assets may be frozen during estate administration? Has funding been set aside for estate administration? Are guardians required for minor children? If required, has a guardian been identified?

3Estate funds needed

Monthly amount × 12 × years. Totals update automatically.

A · Estate administration estimate

Estimated estate / property value

Value (RM)

Planning estimate (%)Editable planning assumption

RM 0

B · Family living expenses

Monthly household living expenses

Monthly (RM)

Years

RM 0

Monthly allowance for parent(s)

Monthly (RM)

Years

RM 0

Monthly allowance for guardian(s)

Monthly (RM)

Years

RM 0

Education fund per child

Per child (RM)

Children

RM 0

Medical and healthcare fund

Per person (RM)

Persons

RM 0

Emergency fund

Lump sum (RM)

RM 0

C · Personal debts and liabilities

Personal loans / credit cards outstanding

Outstanding (RM)

RM 0

Housing / vehicle loan instalments

Monthly (RM)

Years remaining

RM 0

Personal guarantor / other obligations

Outstanding (RM)

RM 0

D · Retirement provision

Client retirement living expenses

Monthly (RM)

Years

RM 0

Additional spouse retirement provision

Monthly (RM)

Years

RM 0

E · Legacy

Legacy amount for children

Per child (RM)

Children

RM 0

4Available funds and insurance

Liquid or readily available assets

Cash and savings (RM)

Unit trusts / investments (RM)

EPF / retirement funds (RM)

Liquidatable property (RM)

Other available assets (RM)

Existing insurance policies

5Agent analysis and recommendation

Included in the agent report only.

Will and legal checklist

Will prepared?

Executor appointed?

Trust for minors?

EPF nomination done?

Insurance nomination done?

Letter of wishes?

Recommendation