What can I do for you ? (6)

As parents, you too would protect your children. For example, you may purchase insurance so that in case something happens to you while they are young, there will at least be cash to provide for their needs.

If you have taken insurance, chances are, you may think that you have done enough in providing security to your loved ones by nominating them as your beneficiaries in your insurance policies. Think again.

What can I do for you ? (5)

“I am worried that costs will go up and burden my family.”

UPrepare is an Estate Administration Services Package offered by Rockwills Trustee Berhad to reduce the costs of estate administration in the future.

There are many matters to be settled by an executor before distribution is made to the beneficiaries. These include collecting all immovable and movable assets [including bank accounts, vehicles, shares in companies, unit trusts, house etc]; settling the debts of the deceased [including income tax and debts]; and applying for the grant of probate and submission of the relevant documents to the High Court; dealing with various government agencies and financial institutions.

What can I do for you ? (4)

We do also help in setting living trust. Our UDeclare is a Declaration of Trust that is simple, flexible and powerful providing for your loved ones and securing their financial well-being.

Under UDeclare, a trust is set up by you as trustee with Rockwills Trustee as your back up trustee. This prevents any delay in allowing your beneficiaries to enjoy the trust assets.

In our UDeclare, you need not transfer the assets yet, until any of the following events (as determined by you) occurs:

• Death
• Total Permanent Disability (TPD)
• Critical Illness

What can I do for you ? (3)

Our Will Custody Service will ensure that your Will is

• Kept with complete confidentiality. Only your appointed Executor of your estate is allowed to retrieve your Will ONLY when you are not around.
• Prevented from tampering.
• Safe from calamities such as fire and flood.
• Free from accidental or deliberate destruction.
• Certain to be found when needed.
• In good condition and legible after many years of storage.

Our custody service facility is equipped with

• Biometric access system and controlled access by authorised personnel only.