ESTATE ADVANCEMENT TRUST

I don’t want to burden my family with settlement of expenses and debts when I am gone.

UAdvance ensures that:

  • The process to apply for Grant of Probate can begin quickly without asking others for money.
  • Money can be immediately available for:
    • the reimbursement of funeral expenses
    • solicitors fees to apply for the Grant of Probate
    • third party expenses and fees of Rockwills Trustee as executor and trustee to carry out Mr. Wong’s wishes
    • paying the outstanding amounts for Mr. Wong’s property and hire purchase loans
    • the credit card liabilities
What is UAdvance?Structure of UAdvanceFeatures of UAdvance
  • UAdvance is a simple and effective Trust set up to ensure that the application for Probate can begin quickly and to pay for your debts. As a result your loved ones would be able to receive their inheritance quickly and without hassle.
  • Your loved ones need not be burdened with having to search for funds to apply for Probate and deal with your creditors. Let Rockwills Trustee as your executor and trustee handle such matters.
  • Features of UAdvance that benefit you and your loved ones!
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Features Benefits
It only requires a life insurance policy of a modest sum (minimum RM30,000) to fund UAdvance. UAdvance enables the Probate process to be quicker as there are ready funds.
Waiver of Rockwills Trustee Executor Appointment fee. Your loved ones are not burdened by the Probate application costs and your debts as UAdvance has the funds to pay for such expenses. (if insurance is purchased for a sufficient amount)
Affordable set up fees to create UAdvance. By using a life insurance policy(ies), you do not strain your present cash flow by paying regular premiums instead of coming up with a lump sum.

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