We provide complete financial and estate planning services that is affordable, comprehensive and accessible, so you can live comfortably knowing things that are most important to you are in place, in case something happens.

17 Years In The Business

1,387 Clients Served

Over RM 389 Million of Total Sum Assured

What We Do:

WILL WRITING

A plan for who will look after your loved ones and children, how your assets should be distributed and personal welfare planning when you have passed on.

TRUST SETUP

Protect your wealth and assets. Avoid probate by creating a complete, trust-based estate plan for your loved ones, easing their financials based on different stages of life. You choose how to transfer your most important assets accordingly. Suitable for both Muslims and non-Muslims.

FUND CREATION

Upon death, most assets will be frozen. Funds in the form of shares and cash will be one of them. Using our unique fund creation will not only provide you immediate financing needs, at the same time protecting your loved ones with enough liquidity to cover their expenses for many years to come.

Why Clients Choose Us:

After serving over one thousand customers, we have a lot to offer to our clients.

Here are some reasons why most of them choose to work with us closely...

Proper Process

We have a 4-step approach to help our clients to get most out of our services, from planning, creating to distributing their wealth. This approach is the key to our award-winning recognition from the financial institution.

Highly Personalize

Setting up a will and trust may involve detailed planning and is highly personalised. A single mistake in the process of planning and execution could cause unmeasurable hardship to your loved ones. Our plan is highly customizable, allows flexibility to make changes along the way.

Private and Confidential

This is something that we uphold to. Your information will be processed by our qualified consultant to ensure all the details and information are correct. Your privacy is our top priority!

Proven Track Record

Our Will and Trust services are supported by reliable institutions such as OCBC Bank, Great Eastern Life and Rockwills Malaysia. This will ensure all the claims and documents are effective, safe and valid.

Transparent

Our services are transparent by prioritising what you need, eliminate what is not necessary and plan according to your wishes and desire.

Cost Effective

The more clauses that you added into your will and trust, the more cost it will incur. Hence, we only provide exactly what you need to help you save more cost in the long run. Only cover what you need. No extras.

Frequently Asked Questions:

Is It Very Expensive To Set Up a Will Or a Trust?

Absolutely NO! This is a misconception that most people have. Anyone can set up a Will for as low as RM 480, or a Trust from starting from RM 1,500 only. Transparent, no hidden charges with everything that you need, protecting your legacy and your loved ones.

What's The Difference Between You And The Other Providers?

We provide a holistic approach and are supported by reliable institutions such as OCBC Bank, Great Eastern Life and Rockwills Malaysia. We have services that are comprehensive and caters to individual specific needs. You name it, we got it.

How Soon Should I Set up My Own Will and Trust?

As soon as possible. Because we'll never know when would be the day that we pass on. Make sure you protect your loved ones with our professional services in just days.

Why Do I Need a Will?

Without a Will, your assets could become burdensome than beneficial to your family. Why? Because the distribution process can be a very long, tiring and confusing legal process especially if there are disputes among the family members. (It could take years!)

Never assume that your hard-earned assets would automatically go to the person you want to benefit. At this point, they could be the most vulnerable by the banks, creditors, debtors or the "Bad People".

When you set up a Will, you're giving them security and protection that could move them forward in life, doing what's best for them.

Can a Will Takes Effect When The Person Is In a Coma, Missing, or Having Critical Illness?

The answer is No. Will only takes effect when someone has passed on. Hence, we always recommend setting up a living Trust together to complement the best of both when cases like this happen to you.

Will and Trust Are Gifts Of Love.
Let us Help You In Making Your Wishes Come True Now!

Get STARTED

This is a free consultation by our qualified professional (Worth RM 288).
No credit card is required.

Registration Number: 201303024262 (002197969-D)

Email: wsmwealthsuccession@gmail.com

Address: 92A-2, Jalan Damai Circle 1, Taman Damai Circle, Alam Damai, Cheras 56000 Kuala Lumpur

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Franchise Name:Wealth Succession ManagementCode: P7005124

Franchise Name :Wealth Succession ManagementCode : P7005124

WILL AND TRUST SERVICES. PROFESSIONAL ESTATE PLANNING ADVISORY FIRM IN MALAYSIA. A FRANCHISEE OF ROCKWILLS

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