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Read MoreOne day, we will all embark on a journey from which there is no return — to a place with no phone, no internet, no family, no loved ones, no way for anyone to reach us.
The only thing we can do is, before that journey, clearly express what weighs on our hearts and put what matters in order — so that we may go in peace.
A Letter Across Life and Death
Last Will & Testament
A Letter Across Life and Death
Helping testators uncover their true intentions, take stock of assets, identify the people who matter, and produce a legally effective will.
Last Will & Testament
A Letter Across Life and Death
"Dad, how could you play favorites like this!"
"I'm the eldest son — I should inherit more!"
"This is what I am rightfully entitled to!"
The three Wang brothers argued bitterly before their father's altar. A once-harmonious family was torn apart by the estate he left behind.
Mr. Wang was a successful entrepreneur who had built substantial wealth through a lifetime of hard work. He had believed his savings would allow his family to live a better life. He never imagined the estate would become the spark that set his family alight.
Older generations once viewed writing a will as inviting bad luck — as if predicting one's own early death. As times change and society evolves, and after witnessing countless inheritance disputes in the news, more elders now recognize that writing a will is necessary — and even regard it as their final responsibility to the family.
My Last Will and Testament
What types of wills are recognized? Holographic Will
Written entirely by the testator, dated, and signed personally. The simplest form — but also the most vulnerable to forgery or alteration.
Will by Proxy
The testator designates three or more witnesses. One witness records the testator's dictation, reads it back, and explains it. Once confirmed, the date and proxy's name are noted, and all witnesses and the testator sign together.
Notarized Will
Two or more witnesses are designated. The testator dictates the contents before a notary, who records, reads, and explains them. Once confirmed by the testator, the will is dated and signed by the notary, the witnesses, and the testator.
Sealed Will
The testator signs the will, seals it, and signs across the seal. With two or more designated witnesses, they present it to a notary, declaring it to be their will. The notary records the date of submission and the testator's statement on the envelope, and signs alongside the testator and witnesses.
Oral Will
When life-threatening or extraordinary circumstances prevent the testator from using other will forms, the testator designates two or more witnesses and dictates the will's contents orally. One witness faithfully records the statement, dates it, and signs along with the other witnesses; alternatively, an audio recording may be made, sealed on the spot, dated, and signed across the seal by all witnesses.
Holographic Will
Written entirely by the testator, dated, and signed personally. The simplest form — but also the most vulnerable to forgery or alteration.
Notarized Will
Two or more witnesses are designated. The testator dictates the contents before a notary, who records, reads, and explains them. Once confirmed by the testator, the will is dated and signed by the notary, the witnesses, and the testator.
Sealed Will
The testator signs the will, seals it, and signs across the seal. With two or more designated witnesses, they present it to a notary, declaring it to be their will. The notary records the date of submission and the testator's statement on the envelope, and signs alongside the testator and witnesses.
Will by Proxy
The testator designates three or more witnesses. One witness records the testator's dictation, reads it back, and explains it. Once confirmed, the date and proxy's name are noted, and all witnesses and the testator sign together.
Oral Will
When life-threatening or extraordinary circumstances prevent the testator from using other will forms, the testator designates two or more witnesses and dictates the will's contents orally. One witness faithfully records the statement, dates it, and signs along with the other witnesses; alternatively, an audio recording may be made, sealed on the spot, dated, and signed across the seal by all witnesses.
Common provisions in a will include:
Distribution of cash, securities, and real estate
Testamentary trusts and bequests
Designation of an executor
Designation of insurance beneficiaries
Provision for specific dependents or acknowledgment of non-marital children
Disinheritance declarations
Body and Organ Donation
Under Article 1186 of the Civil Code:
一、無行為能力人，不得為遺囑。
二、限制行為能力人，無須經法定代理人之允許，得為遺囑。
但未滿16歲者，不得為遺囑。
In short, any adult (age 18 or above) with full legal capacity may execute a will, which becomes legally effective upon their passing.
A testator uses a will to direct the disposition of assets — effective upon death and executed according to their wishes. Two critical principles: avoid violating the law」、「避免侵犯特留分」
A notarized will is the most rigorous form — the notary can attest to the will's validity and the testator's true intent.
A notarized will carries stronger legal force, ensuring the testator's intentions are faithfully executed. It minimizes inheritance disputes and protects the legitimate rights of heirs and beneficiaries.
Once notarized, beneficiaries can proceed directly to the land office or relevant authorities for inheritance procedures — saving paperwork and time, and accelerating asset distribution. The notarized will is permanently archived at the court, the notary association, and the notary's office; even if the original is lost or damaged, the testator and legal heirs may request access or copies.
Drafting a will is not a simple process. It involves understanding the testator's inner intentions, taking stock of assets, identifying the people involved, assessing feasibility, drafting the will, and selecting a notary, witnesses, and executor. Many factors must be weighed — financial considerations, family relationships, legal requirements, and personal circumstances.
Beyond professional knowledge, financial planning advisors are valued for their ability to integrate resources and solve complex problems
，透過需求訪談，深入了解您對家族資產傳承的想法、核心價值的認知、稅負成本的考量、以及對後代的期許，協助您客觀且全面的思考，依照您的期待擬訂遺囑內容，製作出合法的遺囑公證書，確保您的遺囑意旨能夠實現。
