- Esther Lee & Associates
- Franchisee Code R0001788
- Rockwills Senior Estate Planner
- Associate Estate Planning Practitioner
TRUST PLANNING
Declaration of Trust
You have planned for your children’s future and have set aside money for their education.You are managing well. However, if any untoward incident happens, do you have a back-up plan to ensure their future is protected?
Special Needs Trust
Planning ahead for your child is never easy, more so when you are not around. It is even more difficult if your child is a special child or disabled or suffering from a major illness.
Trust for Specific Purposes
Many people have many different needs. These can be easily solved by setting up a special specific purpose trust to protect their assets and loved ones as listed below.
Retirement Trust
a Retirement Trust with Rockwills Trustee Berhad to ensure your lifestyle and financial stability is not compromised upon retiring or reaching your Golden Age.
Trustee For Property Trusts
You wish to leave your house to your spouse but want your aged parents to continue living there. You are also worried about creditors staking a claim on your family home. Protect it by appointing Rockwills Trustee Berhad for your property trust.
Give Something Back To Society
Create a Charitable Trust with Rockwills Trustee Berhad where we provide the answers to the above concerns by ensuring a smooth administration on the Trust Fund itself.
Fund Your Estate
You have written your will and want the distribution to be smooth. However, before the legal process starts, there are Probate Fees and settlement of expenses to be made. Don’t let your beneficiaries be burdened with paying these expenses.
Immediate Money
You have bought insurance to protect against loss of income but who can you trust to protect your insurance money? Can your young beneficiaries manage such a large sum of money?
Trustee for investment trust
Build up funds for your future and the future of your loved ones. Through an Investment Trust, the asset you entrust to us shall be invested via an approved asset management company to generate continual cash flow for your future generations.
