“Is Your Planning Really Complete?”
Most people already have something in place, but the question is — is it really enough?
Many only realize something's unclear when they actually need to handle it.
Takes less than 1 minute to start.
When The Time Comes, Will Your Loved Ones Be Secure — Or Left Struggling?
An unexpected illness, accident, or life event can change everything.
Your home. Savings. Investments.
Without proper preparation, families may face mountains of paperwork, delays, extra costs, and complications they never expected.
What Feels "Settled" Often Isn’t.
You may already have a Will, joint accounts, EPF, insurance, or other plans in place.
But life changes. Your family changes.
Your responsibilities change. Your assets change.
So ask yourself:
"Does my current plan still fit my life today?"
If you have ever thought:
"I've done something… but I'm not completely sure it is enough."
You are not alone.
Many Others Also Quietly Want Clarity On:
That’s why they choose to do a simple check — just to make sure things are still okay today.
Check Your Planning Situation.
A simple 15-minute check to understand:
You'll continue on WhatsApp.
“It saved me so much time, money and endless stress."
— Madam Priya, Homemaker
“It was so much more simpler than I thought!”
— Encik Ishak M, Business Owner
“We appreciated the personal guidance throughout.”
— Mr Tan Yoke Meng, Retiree
A Quick Message From Simon...
Most Families Only Notice The Gaps Later
They think their family matters are “quite organized” — until they start looking closer.
That is when the real questions appear:
Small gaps — missing documents, unclear nominees, or unrecorded wishes — can create problems later.
That is why the first step is not to decide everything immediately.
The first step is to see what may need attention.
Who Is This For?
1.
Parents planning for children or dependents
2.
Homeowners and property investors
3.
Business owners planning succession
4.
Corporate professionals with growing assets
5.
Retirees/Pre-Retirees
Here's How We Can Help:
Not sure? Just ask first.
Planning That Fits Your Situation.
Why Families
Work With Us.
Meet Simon & Amanda
Simon Heong and Amanda Lee founded Legasi with a simple belief — legacy planning should feel clear, personal, and easy to talk about.
Over the years, we’ve helped families with their planning in a way that feels more understandable and less overwhelming.
Our focus is always the same: honest conversations, personal guidance, and helping you make decisions that feel right for your family.
Start With A Simple Conversation:
STEP 1
Start The Conversation
Message us on WhatsApp and share what you are looking to plan.
STEP 2
Tell Us Your Situation
Ask questions and let us understand your family and goals.
STEP 3
Explore Your Options
We explain suitable approaches and possible next steps.
STEP 4
Move Forward When Ready
Take the next step only when you feel comfortable.
No obligation. No pressure. Just ask freely.
Real clients. Real conversations.
(Some faces blurred to protect their privacy).
What Others Say…
A man of his word, Simon is a person whose word truly means something. Through our interactions, he’s followed through with precision, foresight and is one with a keen eye for details. Responsible and an honest family man. You’re in capable hands.
SK Lim
Assoc Director, APAC Sales - Tata Communications
My dad left us quite a big sum of money. But that was the start of how my family quickly grew apart. We never fought over money. Until we did. My siblings questioned the will. The house couldn’t be sold. It took 4 years to sort out everything. Thanks for guiding me every step of the way.
Nadine A.
Corporate Legal Council
Someone you can trust, not just with financial matters, but with the legacy you’re building. His passion for his work is obvious in every conversation, every detail. He listens not just to respond, but to understand, which is something I value.
Mike Wong
Head, SME Advisory - CGC Msia
Amanda is able to fully understand my lifestyle requirements to recommend what is needed and not what I think is needed and to give and independent and objective view or advice. Someone who genuinely cares for your personal well being. Proactive and able to communicate to a layman. Versatile enough to give customized solutions and journey with their customer through different cycles of life. After service is there when it comes to claims. Not just someone who disappears when I need them the most.
Raphaela Lee
Assoc Director, Debt Markets – Maybank
I was always too busy with work and life to think about things like wills or trusts. I kept telling myself I’d get to it ‘later.’ But after talking to Amanda, I realized how much I was leaving undone. She didn’t just help me create a will, she helped me understand why it matters, and how my family would be affected if I didn’t have a plan. She really takes the time to listen and make sure everything is taken care of.
Raj M.
Senior VP
I’ll admit it—I didn’t think I needed help with my estate planning. It felt like one of those things you can always do tomorrow. After seeing what happened to my late father’s
business, I didn’t want my kids to go through the same. Thank you, Simon & Amanda, for making something so important feel manageable and personal.
Farid A.
Entrepreneur
I never realized how much I was leaving to chance until I sat down with Amanda. We’ve worked with advisors before, but nothing felt this personal. She didn’t just help me plan my will — she showed me how to protect my family’s future. I feel at ease knowing that my children are taken care of, no matter what happens. I wish I had done this years ago.
Tina L.
Corporate Banker
I always thought I had time to figure things out. But after a family scare, I realized how vulnerable we all are without a solid plan. Amanda didn’t just help me create a trust — she helped me understand why it mattered. She made sure my legacy wasn’t just a number in a bank account, but something meaningful for my family. I can’t put into words how much I appreciate that peace of mind. If you’re still thinking about it — don’t wait. Do it now.
David T.
Business Owner
What I learned in 30 minutes with her, I’ve never heard from any other consultant I've come across in 20 years. She helped me see blind spots I didn’t even know existed. She is very detailed in her recommendations and ideas and she always gives me answers to what I need and can't get from anyone else. It's in the small finer details which I see the most value whenever speaking to her. Very experienced and approachable.
Richard Saw
Retiree
Honestly, I was hesitant at first. I didn’t think I needed to worry about any of these things. But after sitting down with Simon, I realized how much I was leaving unprotected. He made the process feel easy, even though it was something I had put off for years. He genuinely cared about securing my family’s future. Now I know that whatever happens, they are protected, and that’s something I’ll never take for granted.
Jasmine R.
Retiree
Frequently Asked Questions
Q1: What’s the difference between a Will and a Trust?
A Will outlines how your assets are distributed after passing.
A Trust manages assets over time — for children, dependents, or specific purposes.
We’ll help you choose the right solution.
Q2: I already nominated my EPF, insurance, or takaful. Isn’t that enough?
Nominations are just one piece of the puzzle.
Aligning them with your property, documents, and wishes ensures nothing important is overlooked.
Q3: My house is still under loan or jointly owned. Can I still plan for it?
Yes.
Joint ownership and loans affect who can act and how assets transfer.
Planning ahead helps avoid delays and ensures your family knows the steps to take.
Q4: Can you guide Muslim and non-Muslim clients?
Yes.
We help both Muslim and non-Muslim clients understand which steps, documents, and arrangements are relevant, so you can make informed decisions for your family and estate.
Q5: Do I need to make a decision immediately after our chat?
No.
The purpose is simply to help you better understand your options and next steps.
You can move forward only when you feel comfortable and ready.
Q6: My family already knows my wishes — do I still need to write everything down?
Even the closest family members can misunderstand verbal instructions.
Writing things clearly and storing key documents makes decisions easier for everyone when they need to act.
Q7: For Muslims, how do Faraid, hibah, wasiat, and nominees work together?
These elements interact in ways people often overlook.
Understanding how they fit together helps ensure your intentions are followed correctly and fairly.
The Best Time To Start Is Before "Something" Happens.
Most families miss this.
Even when you think things are in order, small gaps can cause big confusion later.
A quick planning review helps you uncover the gaps and see what truly needs attention.
👉 That’s why a simple check is often the easiest next step.
We’ll respond personally.
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