Willow

Your estate

Good afternoon, Maria.

Your estate in Singapore · executor Sarah

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Estate readiness

82%

2 sections in progress: Will & legal, Property & assets.

Family & executor

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  • Sarah (daughter) — New York, USA
  • Executor: Sarah

Financial accounts

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  • CPF · retirement
  • DBS Bank · savings · ending 4471
  • Interactive Brokers (US) · brokerage · ending 8830

Insurance policies

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  • AIA · life insurance · AIA-SG-77231

Will & legal

In progress
  • Will: in place
  • Kept: Blue folder, study desk
  • Executor/lawyer: Sarah (executor)

Property & assets

In progress
  • 3-room flat, Tampines — Singapore

Digital accounts

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  • Gmail
  • Netflix
  • iCloud

Settle & disburse estate

Executor view · cross-border transfers via Stripe Connect, with a 0.5% Willow fee.

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Willow platform fee collected:

After they pass — task timeline

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Immediate · 24 hours

  • Notify DBS Bank of the death and freeze the sole account

    24 hours

Within 7 days

  • File CPF nomination claim (Sarah is sole nominee)

    7 days

  • File the AIA life insurance claim — hotline 1800 248 8000

    within 6 months

Within 30 days

  • Engage a US cross-border advisor for the Interactive Brokers US-situs shares (Form 706-NA / 3520)

    30 days

  • Cancel recurring subscriptions (Netflix, iCloud)

    30 days

Within 90 days

  • Apply for Grant of Probate for Singapore assets

    90 days