ESTATE PLANNING (WILL & TRUST)
We offer Will & Trust writing services to help you plan ahead for life’s uncertainties.
It is important for you to make a will whether or not you consider you have many possessions or much money. It is important to make a will because if you die without a will, there are certain rules which dictate how the money, property or possessions should be allocated. This may not be the way that you would have wished your money and possessions to be distributed.
What should be included in a Will?
When you decide how your will shall look, you should give some thought to the major points which you want included in your will. You should consider such things as:
1) How much money and what property and possessions you have, for example, property, savings, occupational and personal pensions, insurance policies, bank and building society accounts, shares.
2) Who you want to benefit from your will. You should make a list of all the people to whom you wish to leave money or possessions. These people are known as beneficiaries. You also need to consider whether you wish to leave any money to charity.
3) Who should look after any children under 18.
4) Who is going to sort out the estate and carry out your wishes as set out in the will. These people are known as the executors.
Once questions above have answers, we are here to assist you to draft a comprehensive Will as per you wish.
A trust is a three party fiduciary relationship in which the first party, the trustor or settlor, transfers a property (often but not necessarily a sum of money) upon the second party (the trustee) for the benefit of the third party, the beneficiary.
Types of Trust
a) Testamentary Trust is created by a will and arises after the death of the settlor.
b) Living Trust / Inter Vivos Trust is created during the settlor’s lifetime by a trust instrument. This trust has a duration that is determined at the time of the trust’s creation and can entail the distribution of assets to the beneficiary during or after the trustor’s lifetime.
Please contact us for more details.
We are partnering with several bank in Malaysia to get the fastest response and highest approval rate for our customers.
In Mortgage Insurance (MiTA/MiTT) services, we are partnering with Great Eastern Life Assurance and Great Eastern Takaful. We are recognised as a Million Dollar Agency for the past few years in Great Eastern, with a huge customer base.
We are also authorised agents for RHB Insurance and Allianz Insurance, to provide General Insurance services such as car insurance and fire insurance.
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