Will Preparation - Meta Investment

A Will is a legal declaration of who should inherit your assets after you die. Many people put off writing one because they believe it is costly or difficult, or that their assets will automatically pass to their spouse or children. But a Will matters for every adult, whatever their wealth, marital status or age. For the full picture, read our Will and estate planning guide.

How we help

  • Introduction — we introduce you to a partner lawyer or Will-writing firm, who prepares your Will
  • Coordination — on a case-by-case basis, we coordinate with the partner
  • Financial products — we answer your questions and help you understand the financial products mentioned in the Will — mutual funds, NPS, insurance, deposits and others — and how they relate to your nominations and financial plan
  • Terms explained — we explain the roles of testator, executor, beneficiary and witnesses in simple terms

Important: Meta Investment does not draft, review, execute or register Wills and does not provide legal advice. Will preparation is provided solely by the partner lawyer or Will-writing firm, under its own terms, fees and responsibility, and any deliverable comes from them. Fees for Will preparation are charged by that provider. For questions on the legal validity, wording or registration of your Will, consult the lawyer or firm, or another qualified lawyer.

Who can make a Will

  • A person with assets they want inherited by specific people.
  • Someone who is 18 years of age or more.
  • Someone of sound mind.
  • Someone not otherwise barred from making a Will by a competent authority.

Key terms

  • Testator — the person who makes the Will.
  • Executor — appointed by the testator to see that assets are distributed as the Will says.
  • Beneficiary — the person who receives benefits under the Will.
  • Witnesses — people in whose presence the testator signs; they also sign the Will.

Do I need to register my Will?

Registration of a Will is not mandatory, but it is strongly suggested for practical purposes. Your lawyer or Will-writing firm can guide you on the registration process.

Fill in this inquiry form with some basic details about yourself. We will connect with you and explain how the process works and how we introduce you to the partner.