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Enjoy peace of mind knowing that everything is taken care of for you
Rockwills Trustee Berhad provides a wide range of Trust services, from private trust to escrow agency services. We also have specialists who can provide comprehensive planning, structures for succession and family office services.
“I want to deal with people I trust”
Trustee for Specific Purpose
Trustee for Specific Purpose
When you have various people or causes that you want taken care of, it makes sense to set up a Trust. For instance, you can create a fund with the purpose of taking care of aged parents, for children’s education and even for charity gifting. The assets in your specific purpose Trust will not form part of your estate and therefore can flow easily to your beneficiaries, with minimum hassle.
Annuity Trust
When you invest in properties you may choose to channel any rental income towards your spouse, children and loved ones. Our Annuity Trust can help to maximise savings in a tax efficient manner by providing an optimum solution for you and your family.
Declaration Trust
It pays to be prepared for the future. You can do this by setting up a Declaration Trust and appointing yourself as the Trustee with us as your back-up Trustee. In the event of a specified matter such as death, total and permanent disability, critical illness and so on, we will step in as Trustee to help administer your assets according to your wishes.
Prepaid Gold/Silver
To hedge against inflation, you can plan ahead by locking in the costs of estate administration with Prepaid Gold/Silver. Your beneficiaries will enjoy annual discounts on the administration of your estate by us.
Pet Trust
We understand and are the first in Malaysia to provide Pet Trust services so you can appoint a guardian, allocate funds and anything else needed to take care of the welfare of your pets.
Free Consultation
Buy-Sell Trust
As a business owner, you want to ensure that your family will always enjoy the current lifestyle that you provide. We can help to ensure a smooth transition of business interests with a pre-determined Buy-Sell Trust with your business partners. A fair value can be agreed upon between you and your partners and the method of payment to buy over each other’s business interest can be prearranged. A trust deed for sales proceeds will ensure that the needs of your loved ones are met, according to your wishes.
OPC Trust
A One Person Company (OPC) is a company incorporated with only a single shareholder and director. While an OPC company enjoys flexibility and separate legal entity status, everything rests on the shoulders of the owner. To minimise disruption to the business if anything should happen to the owner, set up an OPC Trust that will bypass the need to obtain probate and appoint a successor if you are no longer around. Most importantly, it will preserve the value of the business for the wellbeing of your loved ones.
Free Consultation
Special Needs Trust
When you have a special needs child, you will be concerned about how he/she will be taken care of when you are no longer around or if you were to suffer from disability or critical illness. We understand and our Special Needs Trust provides the solution where you will be able to allocate funds and anything else needed to take care of the welfare of your child.
Funds distributed according to your wishes
You can ensure that your named beneficiaries receive payouts for specific purposes such as education fees, and even opt for staggered rather than lump sum release of funds to your beneficiaries.
Protected with quick disbursements
When your policies are under Insurance Trust, they do not form part of your estate. Therefore your beneficiaries will have quick access to payouts as there is no need to wait for a Grant of Probate or Letters of Administration.
No stress for your beneficiaries
As your Trustee, we will carry out the steps necessary to deal with the insurance company so your beneficiaries do not have to handle the hassles of claims.
Avoid the legal limitations of insurance nomination
By setting up Insurance Trust, you can name any person or organization as your beneficiary as you are not subject to the conditions of insurance nomination laws.
Can change anytime
At any point during your lifetime, you can change the instructions in your Trust, to reflect your latest intentions.
Rockwills Trustee as Executor and Trustee
We have more than 30 in-house legal experts and professionals to assist and advise in the event of any issues that arise in the administration of your Will and Trust.
You are assured that the company will exist in perpetuity, unlike a named individual Executor who may pass away before or in the midst of carrying out his/her duties.
Unlike an individual Executor, we have experienced and skilled staff with the time and resources on hand to administer to your estate and Trust.
You are secure in the knowledge that we are completely impartial when executing our duties and our only aim is to carry out your written wishes while adhering to structured processes and procedures.
An individual Executor and Trustee who has not carried out his/her duties properly may not be able to pay for any losses created, whereas we have substantial professional indemnity insurance coverage of RM100 million in the unlikely event that it is needed.
More than 65% of Testators who appointed us as their Executor did so because of our in-depth knowledge and vast experience.
Enjoy peace of mind knowing that everything is taken care of for you
To prevent tampering of any kind, security stamp embossing is added to each page of your Will to ensure authenticity.
We do provide lifetime rewriting discount & Free PA For Free consultation,
A will can help you to save time, money and hassle. It is about your right to plan for your wealth.
Kindly contact our professional estate planner ：
Tel: 04-899 2822
Careline: 019-600 8333
