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.

What can I do for you ? (2)

A Will is perhaps the most important document that can ensure your wishes come true and protect the well-being of your loved ones when you are not around. Protecting it and ensuring that it can be found are of utmost importance. Documents can be misplaced or lost. So can your Will. A Will which cannot be found is as good as having none.

Writing a Will is only half of the story. The other half is keeping it in a secure place. Some people hide their Will so well it is as good as lost! Most people would keep it in a bank safe deposit box. Not a good idea when it comes to a Will. Simply because when the account holder is no longer around, the deposit box and everything in it will be frozen. What can your family do then?

What can I do for you ? (1)

Comprehensive Will-Writing Services
Our current “Comprehensive Will-Writing Services” have expanded from traditional Will writing to cover a range of related services with the aim of achieving the fulfillment of our motto “Making Your Wishes Come True”.

The Comprehensive Will-Writing Services offered are:

When you plan & act so much, just leave a very important step to be perfect (3)

Not sure whether you need? Check if any of the following situations applies to you:

• I have no Will

• I have a Will but it may not reflect my present position

• I am no longer in touch with the appointed executor / guardian

• I have not tracked my assets and liabilities properly

• My children are minors

When you plan & act so much, just leave a very important step to be perfect (2)

Remember the story of Mr Tan?
What can Mr Tan do to avoid the tragedy?

The tragedy can be avoided if Mr. Tan had followed and executed a professionally constructed estate plan during his lifetime. A comprehensive estate plan should include the following features: