WILL INTEGRATION STRATEGY HUB (WISH)
Structure Your Client's WISHes In Every Estate Plan
Expanded Revenue: Convert one-off Will drafts into ongoing retainers.
Client Retention: Transform into a reliable, long-lasting source of truth for your clients.
Time Savings: Save time on chasing documents, asset lists, and updates.
Financial
Planners
Connect estate planning with retirement, insurance, and wealth conversations.
Estate Planners
Manage client instructions, assets, beneficiaries, and planning details with structure.
Private Bankers and Wealth Managers
Support higher-value clients with layered estate planning needs.
Family Office and Trust Professionals
Coordinate assets, trusts, succession matters, and cross-border planning.
Real Estate Agents
Guide property owners toward clearer legacy and asset planning conversations.
WHO IS WISH FOR
Built for professionals who manage estate planning as part of a wider advisory relationship.
If estate planning is part of how you deepen client trust, WISH gives you a clearer way to move from discussion to action.
THE OPPORTUNITY
WISH helps professionals deliver estate planning with more structure, continuity, and commercial value.
WISH supports the three layers of work planners already manage: capture client information, coordinate planning decisions, and maintain long-term review opportunities.
CAPTURE
Total Visibility from Day One
Bring client details, assets, beneficiaries, and planning notes into one structured workspace.
COORDINATE
Connect Decisions Across the Plan
Review Wills, CPF nominations, insurance nominations, trust structures, LPA, and related details together.
MAINTAIN
Create Reasons to Review Client Cases Again
Use life events, asset changes, family changes, and regulatory updates as triggers for case follow-ups.
THE WORKSPACE
One workspace for the core planning flow.
SCHEDULE OF ASSETS
Enter client details once, then consolidate them under one clear view
Collate properties, bank accounts, liabilities, ownership details and values under one structured Schedule of Assets.
Structured asset register: Organize key asset details before planning begins.
One source of truth: Keep assets out of scattered spreadsheets and files.
Reusable across planning: Use captured assets in later planning sections.
clause tracking & pricing
Adapt estate plans as decisions change
Track clause and pricing updates as the estate plan develops in real time.
Integrated pricing framework: Keep pricing transparent and consistent across every planning engagement.
Planner-led fee control: Shape each engagement with clearer ownership over rates and scope.
Clause visibility: Track planning complexity as client decisions evolve.
*Figures shown are for illustration only. Final fees may vary based on case scope, planning complexity, and the applicable Mezzanine Legacy Services & Fee Guide.
THE FRAMEWORK
Backed by the Mezzanine Ecosystem
WISH empowers professionals with the structure to guide estate planning conversations, backed by Mezzanine Legacy's specialist support.
01
Estate Planning Expertise
Built around real estate planning workflows.
02
Advisor Support
Expert support to power up your practice.
03
Framework-Led Process
Designed to support planners at every stage of their estate planning journey, from those just starting out to experienced practitioners.
Trusted by professionals using WISH
"WISH resolves this operational bottleneck. The upfront quotations with an approximate cost, before any details are submitted to the Lawyers, saves time, effort, and mental energy for everyone involved. Knowing the financial parameters early allows both the consultant and the client to proceed with clarity."
Jeremy Chua
14 Years of Experience
"Having tried two other will-writing platforms, I strongly prefer Mezzanine Legacy’s platform for its visually appealing and user-friendly interface. This lets me spend more time educating my clients on estate planning instead of explaining jargon or clarifying ambiguities. "
Lynnette Tan
14 Years of Experience
"What sets WISH apart is its ability to turn complex legal and asset structures into an intuitive, reassuring journey for families. It moves the conversation away from rigid transactions and transforms it into a clear, personalized estate planning experience."
Lee Jun Da
10 Years of Experience
GET STARTED
WISH you started earlier?
Drop your details and our team will share how WISH levels up your estate planning capabilities with structured Schedule of Assets management and automatic clause tracking & pricing.
WISH is a structured estate planning framework that empowers professionals to confidently guide clients from discovery to implementation, all within a single integrated ecosystem.
WISH is built for advisors, estate planners, and teams who want a clearer way to manage client estate planning conversations.
Yes. WISH includes a built-in Schedule of Assets to help advisors organize client assets by class, ownership, value, and remarks.
No. WISH supports advisor-led conversations by keeping information, planning inputs, clause tracking, and pricing more structured.
The case moves into the Mezzanine Legacy Framework, where it is reviewed and drafted with specialist estate planning and legal support.
Our team will reach out to understand your needs and share the next steps for trying WISH.
Frequently Asked Questions
