Question 1

What does the Legacy Navigator assessment cover?

Accepted Answer

The assessment covers four readiness domains: Business Succession, Liquidity, Distribution (Wills, CPF nominations, LPA), and Structure (trusts, holding entities, cross-border tax). It is calibrated for Singaporean business owners and takes about five minutes.

Question 2

Who is the assessment for?

Accepted Answer

Singaporean founders, business owners, and family principals who want a confidential, structured review of their succession and estate readiness before engaging counsel or advisers.

Question 3

Is my information confidential?

Accepted Answer

Yes. Your email and responses are stored securely, used only to generate your report, and never sold or shared. The report link is tied to your Stripe checkout session.

Question 4

What do I receive after I purchase the full roadmap?

Accepted Answer

You receive a personalised 20-page Succession & Estate Readiness Roadmap as a downloadable PDF, plus a custom Shareholder Gap Analysis. If you purchase the Loom add-on, Jex will also send a private 15-minute video walkthrough to your email within 48 hours.

Question 5

Do I need a Shareholder Agreement if my business is family-owned?

Accepted Answer

Yes. Family ownership often makes a formal agreement even more important. A Shareholder Agreement governs death, incapacity, deadlock, exit, and buy-sell funding, protecting both the business and family harmony.

Question 6

How does CPF nomination fit into my estate plan?

Accepted Answer

CPF savings are not covered by your Will. A valid CPF nomination determines who receives your CPF savings, and it should be aligned with the rest of your estate plan to avoid unintended outcomes.

Question 7

What is a Lasting Power of Attorney (LPA) and why does it matter?

Accepted Answer

An LPA lets you appoint trusted donees to manage your personal welfare and property affairs if you lose mental capacity. Without one, family members may need costly court proceedings to act on your behalf.

Question 8

Can I get a refund?

Accepted Answer

Yes. Refunds are handled within 7 days of purchase, no questions asked. Contact support with your Stripe session reference.

Question 9

Is the roadmap legal, tax, or financial advice?

Accepted Answer

No. The roadmap is educational and designed to help you have a structured conversation with qualified legal, tax, and financial advisers. Always consult a professional before acting on any recommendation.

Common questions for Singapore business owners.

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