FortisWills
FortisWills is a Singapore-based boutique estate planning firm offering will writing, lasting power of attorney, advance care planning, custody, and probate services to individuals, families, and seniors, supported by its WillPass referral portal and FEPA® certification network for financial advisers.
- Company typePrivate
- Founded2004
- HeadquartersSingapore, Singapore
- Headcount11–50
- GTM typeB2C
- OfferingServices
What FortisWills does
FortisWills Pte Ltd is a privately held Singapore boutique estate planning and will-writing firm founded in 2004 and headquartered at 20 Collyer Quay in Singapore's central business district. The company delivers a comprehensive suite of services covering will writing, lasting power of attorney (LPA), advance medical directives (AMD), advance care planning (ACP), secure document custody, trust advisory, and probate assistance, and claims to have drafted over 20,000 wills with a leading track record for LPA registrations. It is led by Co-Founder and Managing Director Rave Chen and Legal Adviser Patrick Tan, and operates CaseTrust-certified consumer protection standards.
The underlying technology is a digital professional services platform anchored by WillPass, a proprietary web-based 'refer and earn' portal that allows affiliates and non-affiliates to submit referrals for wills, LPAs, and trusts, track case status in real time, and receive referral fee payouts (up to 20% for affiliates) via direct bank deposit. The company also operates the FEPA® (Fortis Estate Planning Advisor) certification program and the Estate Planning Mastery Program as proprietary training curricula for financial advisers, and provides secure fire-resistant document safekeeping as a recurring service layer.
FortisWills monetises primarily through one-time professional fees for will drafting, LPA, AMD, ACP, custody, and probate services on a pay-as-you-go basis with a free initial consultation, and supplements this with referral fees paid out (not in) through WillPass. Its go-to-market is a hybrid sales-led and community-outreach model combining direct office consultations, estate planning seminars at residents' committees, community clubs, and clan associations, and a deep channel-partner network with major Singapore insurers and wealth platforms including Manulife, Prudential, FWD, Income Insurance, Maybank, SG Alliance, and Finexis, formalised through an MOU with the Financial Planning Association of Singapore. The primary customer segments are Singapore adults aged 21+, families with dependents, seniors and retirees, financial advisers and insurance agents, and community groups, all served exclusively within Singapore.
FortisWills firmographics
Firmographics- Name
- FortisWills
- Legal name
- FortisWills Pte Ltd
- Website
- https://fortiswills.com.sg
- Company type
- Private
- Founded year
- 2004
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- FortisWills is a Singapore-based boutique estate planning firm offering will writing, lasting power of attorney, advance care planning, custody, and probate services to individuals, families, and seniors, supported by its WillPass referral portal and FEPA® certification network for financial advisers.
- Ownership category
- akta.pro rank
Where FortisWills is headquartered
LocationHeadquarters
- HQ city
- Singapore
- HQ country
- Singapore
- HQ region
- Asia
Offices2 records
Markets served
FortisWills business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Marketing or Sales, Operations, Technology or R&D, Infrastructure
Revenue model
- Will Writing Services: One-time professional fees for drafting and executing wills. Services include ensuring assets are distributed according to the client's wishes, with expert consultant guidance through the entire process from drafting to final signing.
- Lasting Power of Attorney (LPA): Professional services for LPA drafting and registration, including certificate issuer facilitation and submission to the Office of the Public Guardian.
- Advance Medical Directive (AMD): Professional facilitation service for creating and officially registering an AMD with the Ministry of Health.
- Advance Care Planning (ACP): Professional guidance for documenting personal values, beliefs, and medical care preferences, facilitated by the company's trusted network of external partners.
- Will Custody Services: Safekeeping and custody services for completed wills in secure, fire-resistant facilities.
- Probate Assistance: Expert assistance in obtaining Grant of Probate or Letters of Administration for the administration of a deceased's estate.
- Trust Services: Trust setup and advisory services, referred through the WillPass referral system and direct consultations.
- WillPass Referral Fees: Affiliates (those who completed FortisWills' estate planning course) earn up to 20% of fees collected on successful referral cases. Non-affiliates earn up to 10%. Payments are made via direct bank deposit within 4 weeks of case completion.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Pay-as-you-go | Free initial consultation available |
Go-to-market motion3 records
Distribution channels5 records
Marketing channels7 records
FortisWills product offering
Product offeringCore offering
FortisWills is a Singapore-based estate planning and will-writing company offering a comprehensive suite of professional services including Will Writing, Lasting Power of Attorney (LPA), Advance Medical Directive (AMD), Advanced Care Planning (ACP), Will Custody/Safekeeping, Probate Assistance, and Trust advisory. Services are delivered through direct consultations, community outreach seminars, and a channel network of financial advisers and insurance partners.
Product overview
FortisWills operates as a boutique estate planning and will-writing company offering a comprehensive suite of legal and medical planning services in Singapore. The core offering comprises Will Writing, Will Services & LPA (Lasting Power of Attorney), Custody Services, Advance Medical Directive (AMD), Advanced Care Planning (ACP), and Probate Assistance. The portfolio is anchored by WillPass, a proprietary Refer and Earn web portal that enables affiliates and non-affiliates to submit referrals for Will and LPA services, track case status, and monitor referral fee payouts. The company has reportedly drafted over 20,000 Wills and holds a leading track record for LPA registrations, with services provided by in-house legal and estate planning professionals.
Differentiator
Problem solved
Functional benefit
Brands
- WillPass: A proprietary Refer and Earn web portal for FortisWills affiliates to submit referrals for Wills, LPA, and Trust services and track referral fee payouts.
- FEPA (Fortis Estate Planning Advisor)
Products and services
- Will Writing Professional will drafting service to ensure assets are distributed exactly according to the client's wishes, with expert consultant guidance from drafting through final signing. Targeted at Singapore adults aged 21 and above seeking to plan their estate.
- Will Services & LPA Combined Lasting Power of Attorney registration and Will writing service, guiding clients through drafting, certificate issuer facilitation, and submission to the Office of the Public Guardian in Singapore.
- Custody Services Secure safekeeping of completed wills and important legal documents in highly secure, fire-resistant facilities with strict confidentiality protections.
- Advance Medical Directive (AMD) Professional facilitation service for creating and officially registering an AMD with Singapore's Ministry of Health, allowing individuals to legally declare decisions regarding extraordinary life-sustaining treatment in the event of terminal illness.
- Advanced Care Planning (ACP) Professional guidance for documenting personal values, beliefs, and medical care preferences, appointing trusted caregivers to make healthcare decisions if the individual loses capacity. Facilitated through FortisWills' trusted network of external partners.
- Probate Assistance Expert assistance in obtaining Grant of Probate or Letters of Administration for the administration of a deceased's estate. Helps executors and beneficiaries navigate the probate process after a will-maker passes away.
- WillPass Referral Program A proprietary Refer and Earn web portal for affiliates and non-affiliates to submit client referrals for Will, LPA, Trust, and Will Custody services. Referrers earn up to 20% (affiliates) or 10% (non-affiliates) of fees collected, with payouts via direct bank deposit within 4 weeks of case completion.
Quantifiable outcome
- 20,000+ Wills drafted and leading track record for LPA registrations
- +1 more outcomes
Companies that use FortisWills
Customer profileNamed customers3 records
Segments5 records
Ideal customer profiles4 records
FortisWills technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature4 records
FortisWills partnerships and signals
Strategic signalPartnerships
Six partnerships are on record, tiered core and minor.
- Financial Planning Association of Singapore (FPAS)coreFortisWills signed a Memorandum of Understanding with FPAS to strengthen competency in estate planning for financial planners. Through this collaboration, FortisWills supports FPAS members with deeper knowledge and practical insights into Wills, Trusts, and Estate advisory in the Singapore context. The partnership includes training sessions, workshops, and FEPA® certification for FPAS members.
- Direct Funeral ServicescoreFortisWills entered into a collaboration agreement with Direct Funeral Services to provide essential estate planning guidance to families. The agreement was signed by Rave Chen (Managing Director) and Darren Cheng (CEO of Direct Funeral Services), aligning FortisWills' estate planning expertise with Direct Funeral Services' bereavement support.
- The Salvation Army (Singapore, Malaysia and Myanmar Territory)coreFortisWills collaborates with The Salvation Army to provide estate planning services to the community. An MOU was signed between Rave Chen (Co-Founder and Managing Director of FortisWills) and Colonel Rodney S. Walters (Territorial Commander). FortisWills conducts Wills and LPA seminars to raise awareness on the importance of estate planning.
- Fortis Law CorporationcoreFortisWills' sister company providing legal services. FortisWills refers contentious and non-contentious probate and estate matters to Fortis Law Corporation. The law firm is experienced in handling both contentious and non-contentious probate and estate matters.
- Fortis Adult Learning AcademyminorPartner in conducting the Basics of Estate Planning Workshop and Advance Care Planning course for wealth planning professionals and financial advisers. Collaborates on educational content delivery.
- Riverside TrusteesminorRiverside Trustees collaborated with FortisWills on a Real Estate Seminar for Manulife Summit Planners, focusing on property investments using trust and decoupling from a legal perspective.
Scale indicators3 records
Recent moves6 records
Expansion highlights6 records
FortisWills competitors and assessment
Company assessmentBroad incumbents
- Drew & Napier: Drew & Napier is a prominent Singapore law firm with a private wealth practice that includes wills, probate, and estate planning services, competing with FortisWills in the Singapore estate planning market from a broader full-service legal platform.
- Dentons Rodyk & Davidson: Dentons Rodyk is a leading Singapore law firm with established private client, wills, and estate administration practices, serving as a broader incumbent offering overlapping estate planning services alongside full corporate and litigation practices.
- Allen & Gledhill: Allen & Gledhill is a major full-service Singapore law firm whose private wealth and trust practice competes with FortisWills' estate planning, LPA, and trust services at the higher end of the Singapore market.
- Rajah & Tann: Rajah & Tann is a leading Singapore law firm whose private client practice handles wills, trusts, and estate administration, representing a broader incumbent alternative to FortisWills' boutique estate planning model.
- WongPartnership: WongPartnership is a major Singapore law firm with a private wealth and trust practice providing wills, probate, and estate administration services that overlap with FortisWills' core offerings at the high-net-worth end.
Emerging players
- Crimson Logic: Crimson Logic is a Singapore-based legaltech and government services provider with capabilities in digital document management and court-related workflows, representing an emerging technology-driven alternative to traditional will-writing service providers like FortisWills.
Direct peers
- PKWA Law Corporation: PKWA Law Corporation is a Singapore law firm offering will writing, estate planning, family law, and conveyancing services, overlapping with FortisWills' core will-drafting and LPA offerings for Singapore consumers.
- Rockwills Corporation: Rockwills is one of the largest and longest-established will-writing and estate planning companies in Singapore, directly competing with FortisWills across will drafting, LPA, trust, and probate services for the same Singapore consumer base.
Others
- Riverside Trustees: Riverside Trustees is a Singapore trust services firm that already collaborates with FortisWills on real estate and trust seminars, making it both an ecosystem partner and an adjacent service provider in Singapore estate and trust administration.
- NTUC Income (Income Insurance): NTUC Income is a major Singapore insurer and FortisWills channel partner that also offers complementary estate planning and insurance nomination services, sitting at the intersection of distribution partner and adjacent competitor.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks6 records
Key highlights7 records
Customer concentration
FortisWills social profiles
Digital presenceFortisWills compliance and trust
Trust signalCompliance1 record
FortisWills financial estimates
Financial estimateRevenue estimate
Valuation estimate
FortisWills leadership team
Management profileNumber of profiles
Profiles3 records
FortisWills funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
FortisWills M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about FortisWills
What does FortisWills do?
FortisWills is a Singapore-based estate planning and will-writing company offering a comprehensive suite of professional services including Will Writing, Lasting Power of Attorney (LPA), Advance Medical Directive (AMD), Advanced Care Planning (ACP), Will Custody/Safekeeping, Probate Assistance, and Trust advisory. Services are delivered through direct consultations, community outreach seminars, and a channel network of financial advisers and insurance partners.
Is FortisWills a public or private company?
FortisWills is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was FortisWills founded?
FortisWills was founded in 2004. It employs 11 to 50 people.
Where is FortisWills based?
FortisWills is headquartered in Singapore, Singapore, in the Asia region.
How does FortisWills make money?
Eight revenue lines are on record. Will Writing Services are the primary driver. The others are lasting Power of Attorney (LPA), advance Medical Directive (AMD), advance Care Planning (ACP), will Custody Services, probate Assistance, trust Services and willPass Referral Fees.
Who are FortisWills's main competitors?
Broad incumbents on record are Drew & Napier, Dentons Rodyk & Davidson, Allen & Gledhill, Rajah & Tann and WongPartnership. Crimson Logic is listed as an emerging player. Direct peers are PKWA Law Corporation and Rockwills Corporation. Others are Riverside Trustees and NTUC Income (Income Insurance).
Does FortisWills have an API?
No public API is recorded for FortisWills.