legacy planningfor clients in Malaysia and across the causeway, extending to Singapore.
Will Generation was founded in 2013 by Ms Jocelline Chee, a Franchisee and Senior Estate Planner of esteemed will-writing pioneer Rockwills.
We sharing knowledge and experience in Legacy Planning at Public Seminars and Corporate Presentations. We providing easy to
understand seminars on Legacy Planning, that are jargon-free and friendly to absorb.
Many financial advisors speak with clients on wealth accumulation and investment matters. We are master in Trust structures, Jocelline fills the void in the discussion of wealth preservation and legacy planning to add value to clients’ wealth accumulation process by providing Professional Advisory & Training.
Let her share on various case studies to shed light on the importance of using Insurance as a funding detailed in Legacy Planning.
↪ Request for Talks & Seminar | Book a Consultation
Founded in 1995, Rockwills is the largest professional estate planning company in Malaysia and Singapore.
Well-supported by licensed lawyers and legally trained personnel, Rockwills drafts Wills and Trusts in-house, with quality input from qualified accountants, tax advisors and financial planners.
With Rockwills as the service provider for clients’ last wishes, Will Generation provides a comprehensive suite of estate planning services, from basic Wills to multi-generation family Trusts, Business Succession Planning to Buy-Sell Trust and offshore structures, with lifetime Custody and exclusive discounts for rewriting of Wills to meet changing last wishes.
↪ Join Jocelline
A Co-Founder and Trainer in Singapore Estate Planning Club while having with 5 years of
professional estate planningexperience and over 1000 clients in her portfolio, Jocelline is a dedicated wife and mother of 2 young children.
As a mother, Jocelline understands that parenting is a huge responsibility, encompassing more than daily love and care-giving efforts.
As a Full-time Senior Professional Estate Planner, Jocelline seeks to understand every client’s unique asset holdings and legacy wishes, before recommending a suitable Will and/or Trust structure to meet their needs.
She is well-equipped to point out various blindspots in Legacy Planning, that her clients may have. With Jocelline, you can be assured that your legacy planning journey will feel more like having an open-hearted coffee session with a trusted friend, as compared to a formal and awkward session with an equipped advisor.
Her work satisfaction arises from helping her clients secure their valued assets, listing their real wishes accurately and protecting the family harmony, that has been built up over years.
There is no template or standard structure for Legacy Planning. Every client’s wishes are unique and Jocelline ensures that she takes time and heart to tailor her recommendations to her clients to meet their wishes, is what draws her clients and strong referral business.
↪ Engage Jocelline as Consultant | Speaker Today
Bachelor of Commerce, major in Accounting (Murdoch University, Australia)
Associate Estate Planning Practitioner (AEPP)
This accreditation is awarded by the Society of Will Writers & Estate Planning Practitioners (SWWEPP) of the UK and the Estate Planning Practitioners Limited (EPPL).
2014 - 2018
She is constantly awarded as 100k members as well as CEO and Golden Club Double Qualifier.
While most of her clients are parents with young children, Jocelline’s extensive client portfolio also includes business owners and high net worth families.
Jocelline believes that Legacy Planning is simply Love Planning with paper and pen, sealed with everlasting blessings.
Looking for Estate Planning Solution to solve your problems ?
Your worries end here… WE CAN HELP.
Legacy planning is especially necessary for
business owners and families with minor children and/or elderly parents.
Every parent devotes countless hours to loving their children and working hard to provide for their necessities and the occasional luxuries. Legacy planning for the day when parents are no longer physically present to care for their children, is essential.
We will assist you with the following services:
Will Writing Service
Power of Attorney (POA)
Lasting Power of Attorney (LPA)
*** Each of these services serve different purposes in our estate planning process. ***
Enhanced consideration needs to be given if it is due to mental incapacity, your POA/LPA document is in place to make sure that your finances are not locked up.
When there is beneficiaries with special needs and it is always wise to set up a Trust to hold the funds for beneficiaries who may lack the full mental capacity to manage their finances.”
More importantly, it does not end up in the hands of people that does not care about you.
↪ Book a Free Consultation Today
Will writing Inclusive
Executor max 2 person
Guardian max 2 person
Max 6 beneficiary
Cover all assets including future assets
You only pay for what you need!!
Ivory Properties Group Berhad.
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 for 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.
CEO, Rockwills Singapore
She gives easy to understand seminars on Legacy Planning that are jargon-free and for anyone tofollow.
She believes that the first step in Legacy Planning isimparting adequate awareness, then an in-depth discussion of the client’s last wishes and finally, penning them down in proper documents accurately and holistically.
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.
-Chairman of Malaysia pharmaceutical Society, Pharmacy of City Wellness Pharmacy
No.62, Jalan 2/131A,
Off Jalan Klang Lama,
58200 Kuala Lumpur, Malaysia.
Wisma Rockwills (Penang)
A-2-1, Lorong Bayan Indah 4,
Bay Avenue, 11900 Bayan Lepas,
ROCKWILLS INTERNATIONAL PTE LTD
10 Anson Road,
#06-17, International Plaza,