Names are used with permission. Dates are approximate.
We came in after my father passed and we had no idea where to begin — which agency handled the property, who we should speak to about the account, whether the will needed a lawyer or a court or both. The referral session sorted all of that out in ninety minutes. We left with a printed list and a clearer head. That alone was worth the fee.
REFERRAL SESSION — JUNE 2025
The document preparation service was straightforward. My mother has difficulty reading and tires quickly, so having someone read each field aloud and type from what she said made the whole process manageable. There were two fields where the assistant stopped and told us we needed the solicitor to fill those — that was the correct call, and I appreciated that it wasn't guessed at.
DOCUMENT COMPANION — MAY 2025
We are fourteen months into the coordination retainer now. Three households, two cities, a solicitor, a financial planner, and a JPN matter running at the same time. The monthly meeting produces a summary I can share with everyone. The document archive means I am not searching through WhatsApp for the last version of something. I didn't expect this to make as much difference as it has.
COORDINATION RETAINER — ONGOING
I came in thinking I needed legal advice, and the referral session helped me understand that half my questions were for JPN, one was for a solicitor, and two I could answer by ringing Agensi Kaunseling dan Pengurusan Kredit directly. That distinction saved me money and gave me a clearer path forward. A very efficient ninety minutes.
REFERRAL SESSION — JUNE 2025
The document preparation sessions worked well for us. We had five forms to complete across the four sessions — some straightforward, one quite involved. The assistant was patient and didn't rush my mother-in-law. The submission folder she walked out with was the neatest document set I have seen associated with any government process. We lodged it ourselves the following week without any issue.
DOCUMENT COMPANION — MAY 2025
I was sceptical about whether the coordination retainer would be worth the annual fee. Nine months in, I no longer have that doubt. Our family has four siblings in different cities and an estate matter that has been running for eighteen months. The monthly summaries mean everyone is on the same page without me having to chase for updates. The administrator doesn't take sides — they just keep the record current. That is exactly what we needed.
COORDINATION RETAINER — SINCE DECEMBER 2024