WG Legacy: Protect Your Family

WG Legacy: Protect Your Family

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I Help Parents, Grandparents and Business-owners & Breadwinners

Fortify & Secure their family and businesses' financial future through Strategic Estate Planning in Malaysia and Singapore

Setting up a Family Trust Free Will and Lifetime Custody worth RM1550

Setting up a Family Trust FREE Will and Lifetime Custody worth RM1550

Request For Consultation

Meet Jocelline

Family Trust Consultant

Hi, I’m Jocelline Chee, the Founder of WG Legacy, a consultancy firm specialized in Living Trust and Will Writing.

 I fortified the financial future of families and businesses for 8,000+ hardworking and
sincere breadwinners like you through strategic estate planning in Malaysia and
Singapore.

  • Bachelor of Commerce degree majoring in Accounting (Murdoch University, Australia)
  • Over 11years experience in Will and Trust (Estate Planning) Field in Malaysia & Singapore
  • Certificate Financial PlannerTM Professional
  • Certified Trainer @ HRD Corp
  • Drafted over 15,000 wills
  • Trained over 500 estate planners through workshops and bootcamps
  • Author of 3 Estate Planning E-books
Jocelline Chee
UBB Amanah Berhad

UBB Amanah, A Trust Company you can trust

UBB AMANAH BERHAD is at the forefront of the Malaysian independent trust service industry. We are a fully licensed trust company and have been providing trust services for more than three decades since our incorporation in 1988. Over the years we have achieved impressive results and our track record in the trust services industry is impeccable.

How We Can Help You?

Five Reasons We Can Help You with Family Protection & Wealth Distribution

It's Our Focus

It's Our Focus

Estate Planning is our Primary Core Business and it’s what we do best. We don’t diversify or plan to in the future.

Highly-Customised

Highly-Customised

There is no template for Estate Planning. Here, we assist our customers to carry out their wishes accordingly, hence, protecting the welfare of their loved ones.

Value for Money

Value for Money

We safeguard your estate and administer them efficiently at highly competitive rates so that you get the best bang for the buck for your peace of mind.

International Exposure

International Exposure

Do you own assets in Singapore, Australia, and the United Kingdom? Don’t fret. We have the expertise to ensure that your overseas estate is well-protected.

A Trusted Friend

A Trusted Friend

With Jocelline, you can be assured that your experience in planning your estate is seamless, just like having a relaxing coffee session with a trusted friend.

Emergency Fund

FREE eBook

EMERGENCY FUND: The Most Underrated Piece in a Rich Man's Financial Plan

  • Discover 9 Other Options to Manage Excess Cash apart from FDs
  • 4 Criterias to Assess the 9 Options' Practicalities as Emergency Funds
  • How to Boost the Productivity of Your Cash?
  • How to Prevent the Freezing of Your Cash Holdings in the event of Death, Disability and Dementia?
  • The Best Methods to Preserve and Protect Your Cash Today
Download FREE eBook
Contact Us

UBB Amanah, A Trust Company you can trust

FREE eBook

For Seniors

LIVING TRUST: A Great Tool Seniors Need to Live With True Financial Confidence

  • 5 Tools Seniors Need to Live with True Financial Confidences
  • How to stretch your Retirement Funds in Times of Uncertainty Today
  • How to Pass Your Baton to the Next Generation
  • The KEY LESSON from the Story of a Poor RICH MAN
  • How to Create Multi-generational Millionaires with Limited Wealth today
Download FREE eBook
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UBB Amanah, A Trust Company you can trust

Free eBook
Free Strategy Report

FREE eBook

For Young Parents

How I've Protected my Family's FINANCIAL FUTURE with Will & Trust, and How You Can Do It Too!

  • How Every Malaysian can use the same strategy previously only applicable to the rich for family protection
  • REVEALED: The often overlooked problem when husband and wife cross-nominating each other as their life insurance beneficiaries
  • How to AVOID the situation when life assured claimed RM 1 million disability compensation, but can't access a single sen!
Get Instant Access Now
Contact Us

UBB Amanah, A Trust Company you can trust

What Our Clients Said?

We have Served Many Satisfied Clients

It is always my responsibility, as a father, a husband and a son, to ensure that my family members are well taken care of without unnecessary burden, if I have to leave permanently.I missed out the most important part, until Jocelline approached and guided me professionally. I really appreciate her patience and sincerity in working towards my will and family trust. She does not portray herself as “an agent”, but as a truthful friend. Thanks a lot, Jocelline. All the best in your career.
Dr Yeong Siew Yan
Dr Yeong Siew YanDeputy COO, Ivory Properties Group Bhd
Jocelline, my ex-colleague in Rockwills Singapore, delights in sharing her wealth of knowledge and experiences in Legacy Planning at Public Seminars. She has a passion in coaching and guiding new Estate Planners.She gives easy to understand seminars on Legacy Planning that are jargon-free and for anyone to follow.She believes that the first step in Legacy Planning is imparting adequate awareness, then an in-depth discussion of the client’s last wishes and finally, penning them down in proper documents accurately and holistically.
Lee Chiwi
Lee ChiwiChairman, Precepts Trustee
Writing a will was a daunting task for me. I didn’t know where to begin or what questions to ask. Jocelline did everything with almost no time or effort for me! The best part was that I could have a peace of mind now.
Gina Koay
Gina KoayChairman of Malaysia Pharmaceutical Society, Pharmacist of City Wellness Pharmacy
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FREE 30-min Estate Planning Consultation (Worth RM500)

Over the years, after serving thousands of clients, I found that each family has its unique situation and challenges. I have helped many families to customize their insurance arrangement, will writing and trust establishment. And there are rarely repeated documents that fit most people.

Your circumstance is unique and I would love to extend another bonus to you. You can book a 30-minutes consultation session with me directly, which is worth RM500. There is no obligation to sign up or pay for any of my expertise during the session.

But here is my promise: I will help you clear your mind and give you constructive suggestions to build a financial fortress that best meets your family protection needs. We will discuss and find out if a proper Will & Trust arrangement coupled with your existing insurance policies will be meeting your needs.

Download FREE eBook Now

100% Privacy Guaranteed. We will never share your information.

Download FREE eBook Now

100% Privacy Guaranteed. We will never share your information.

Download Strategy Report Now

100% Privacy Guaranteed. We will never share your information.

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