HELP CLIENTS UNDERSTAND BEFORE THEY DECIDE

Help a client see
what matters.
Ask better questions.

A map your client can understand. A briefing that helps you explore the facts, explain the gaps and guide the next decision.

Waris collects the information and prepares both views. You bring your expertise: check the evidence, explain the choices and agree what happens next.

Open the professional sample ↗See what your client receives ↗

Complete fictional sample. Free to inspect, download and print. No account or client details needed.

YOUR FIVE-MINUTE TEST DRIVE

Picture your next
client meeting.

Yusuf wants his wife and two daughters to stay secure, while remembering his parents. His wishes and recorded arrangements do not yet line up.

Read the map’s next three steps. Could your client explain why these matter?
Choose your profession in the briefing. Which missing fact would change your advice?
Check the outcomes and evidence requests. What would you explain, verify or refer?

Try the professional briefing ↗

Read Yusuf’s customer map ↗

BUILD A STRONGER REVIEW HABIT

Make your reasoning easier to follow.

The map gives clients a way to understand inheritance, access to money and family responsibilities. The briefing helps you practise asking the right questions and checking evidence before suggesting a solution.

Use it to prepare, teach and recognise when specialist help is needed. It supports your competence through a structured review process; it does not confer a qualification or replace your own fact-find and professional judgement.

The sample illustrates a Malaysian Muslim Shafi‘i case. Cross-border, state-specific and unsupported questions need appropriate specialist review.

FIRST 10 ASSISTED MAPS · SPECIAL PRE-LAUNCH OFFER

Try it with one client.
See if it earns a place in your work.

One assisted Family Continuity Map

RM150

RM149 less—about 50% below the planned standard RM299 price.

Sponsor a client’s map, or let the client pay directly. Waris personally collects and organises the information, then prepares the customer map and professional briefing. The client decides what to share with you.

One family’s people, assets, obligations and intentions organised in a map
Indicative outcomes, priorities and questions for professional review
A briefing with role filters, severity-ranked risks and evidence requests

Explore the RM150 client pilot ↗

Limited to the first 10 assisted maps across customers and professionals. Enquire free; we confirm availability, case fit, timing and terms before payment. RM299 is a planned standard price, not a previously charged price. Advice, legal documents and implementation are separately scoped.

Thinking about several clients?

Start with one case to assess fit. A future 10-map bundle is planned at RM999, or RM99.90 per map when all ten are used. It is separate from the first 10 assisted maps; delivery and terms are not confirmed.

Join the 10-map waitlist ↗

HOW WE WORK TOGETHER

You choose the client.
We prepare the starting picture.

01 / CONFIRM FIT

Start with an enquiry

We agree the supported case, deliverables, timing and RM150 terms before payment. No client estate information is collected in this enquiry.

02 / BUILD THE MAP

Let us organise the information

With the client’s permission, we guide them through their family, wishes, assets and arrangements. We prepare their map and briefing, making missing facts and assumptions visible.

03 / REVIEW TOGETHER

Make the meeting useful

The client authorises what you receive. Use the map to explain the picture and the briefing to check facts, request evidence and agree actions within your professional scope.

ENQUIRE FREE · NO CLIENT DATA HERE

Have a client in mind?
Let’s start there.

Register interest in one assisted map. We’ll email you to discuss case fit, availability and how we can prepare a useful starting picture.

No bundle commitment, client introduction or payment is needed to enquire.

For financial planners, insurance and takaful agents, legal professionals and trustees working within their authorised scope. This is an enquiry, not a booked consultation or adviser registration.

What would you like to explore?One assisted client map · RM150First 10 assisted maps · RM149 below the planned standard RM299 price10 estate maps · RM999Future bundle, separate from the first 10 assisted mapsHelp me decide

Your nameWork emailContact number (optional)We’ll use email. Add a number only if you also want contact by phone.Also contact me about future qualified leads on a pay-per-lead basis. Optional. A separate planned service; no leads are available today.I also agree that Waris may use my enquiry details and stated service preferences to assess possible customer matches and contact me about them. Optional. My details are not sent to a proposed match until I review the recipient and exact disclosure and approve the introduction. I can withdraw this choice via hello@waris.app. Matching privacy / Privasi pemadanan.Pilihan: Saya bersetuju Waris menilai padanan berdasarkan pertanyaan saya dan menghubungi saya. Butiran tidak dihantar kepada padanan tanpa semakan penerima, maklumat yang akan dikongsi dan kelulusan saya. Persetujuan boleh ditarik balik.I agree that Waris may use my name, email, optional phone number and selections to contact me about this professional waitlist and the services I selected. I can withdraw by emailing hello@waris.app. Pilot privacy notice / Notis privasi.

No payment today. No client information is requested. We’ll discuss the case with you first.

Before you enquire.

Do I have to collect and enter everything myself?

Waris guides information collection and prepares both views manually for these first cases. We agree the case scope and authorised way to collect information first. Your professional fact-find and verification remain essential.

What does RM150 cover?

One customer map and its professional briefing, prepared from the information collected for the agreed case. We confirm scope, delivery timing and payment terms first. Legal documents, advice, product placement and implementation are separate.

Does this qualify me to advise outside my scope?

No. The questions help you prepare, explain and recognise when a referral is needed. An agent role does not itself confer a financial-planning licence. Qualifications, meeting-time savings and improved client outcomes are not promised.

Who controls client sharing?

The client authorises what is shared. Paying for a map gives you no automatic access. Sample filters help navigate fictional data; they are not a privacy permission. Read the pilot privacy notice.

What about future leads?

Pay-per-lead introductions are a separate proposed service. No leads are available or included in the pilot. You can independently request updates.

Keep me informed about future leads ↗