Cayman Islands · Comprehensive Legacy Planning
It is the last instruction in a plan that should already cover how you invest, protect and pass on what you have built.
Central Legacy works with clients who want Comprehensive Legacy Planning — succession and estate arrangements designed with us, Cayman wills prepared by independent Cayman legal counsel in conjunction with our estate planning experts who are CFP® professionals, and access to securities investment advice and insurance planning through our sister companies.
Who we serve
Clients who need a properly considered will and a coherent legacy plan — and who prefer that plan to sit inside a complete financial planning relationship, not beside it. Legal documents are prepared by counsel; planning, coordination and related financial advice sit with Central Legacy and its sister companies.
Internationally mobile families and principals who already take advice seriously — and want succession handled with the same care as the rest of their financial affairs.
What it costs
A basic will is CI$499. More complex wills may cost more, depending on your circumstances — we will confirm fees before you engage.
About
Central Legacy specialises in comprehensive legacy planning for clients who expect more than a form and a signature. We are not a law firm. Cayman wills and related legal instruments are prepared by independent Cayman legal counsel in conjunction with our estate planning experts who are CFP® professionals. Our role is to design the plan, gather the instructions, and work with counsel so the documents reflect your intentions — especially for internationally mobile clients whose property, investments and family wealth sit in more than one place.
Where required, our financial planning services include insurance planning, helping you protect beneficiaries from unexpected costs arising on death, including stamp duties for transferring property ownership. Securities investment advice is available through Central Advisors Limited (CIMA License No. 2219932). You deal with one coordinated team; each activity is carried out by the entity authorised to provide it.
Services
One coordinated relationship. Each activity is carried out by the entity authorised to provide it.
Wills and related legal instruments prepared by independent Cayman legal counsel in conjunction with our estate planning experts who are CFP® professionals — so the documents reflect your intentions and sit properly alongside your wider plan.
Comprehensive arrangements for how you invest, protect and pass on what you have built — designed with you before any document is drafted.
Where wealth legacy planning is required, securities investment advice is available through Central Advisors Limited (CIMA License No. 2219932).
Our financial planners can assist with planning for risk and unforeseen expenses and introduce clients to suitable insurance providers.
How it works
01
Complete the online intake — who you are, beneficiaries, guardians, executors, and how you want the estate structured.
02
Independent Cayman counsel prepares the draft from your intake and our planning note. You review it before signing.
03
Wet-ink execution before two witnesses. Counsel or a designated professional attends where required.
Discreet, precise legacy planning — with Cayman wills prepared by independent Cayman legal counsel in conjunction with our CFP® estate planning experts.
