Leaving A Legacy Of Love

We help you leave a lasting legacy for your loved ones via Will and Trust planning, to take care of them and distribute what you've built to them after you pass away.

We provide three (3) main categories of services:

Our Will Writing and Trust Planning Process

Setting up a Will or a Trust requires detailed planning, and it is highly personalised for every individual. Using our 4-steps unique system, we worked with our clients closely to ensure your legacy is passed on smoothly to your loved ones.

Below are our three (3) main areas of focus:

Personalised Will Writing

We help you with a tailored made Wills, that provide solutions to protect, preserve, control and distribute your assets for your loved ones. 

It's your will, it should be customised by you, with support when you need it.

Getting a Will doesn't have to be expensive, in fact, it is only RM 480 to get started.

If you have any sort of savings, investments, property or dependants, you should take the time to create a Will. 

With a Will in place, your assets will be distributed according to your wish.

However, in the event you passed on without a Will, dispute, argument, finding sureties and other pitfalls could leave your loved ones more vulnerable than beneficial. 

Example as shown on the right. (What happen when you have passed on and you do not have a Will?)

What Would Happen when you do not have a will
Setting up will and trust agreement

Trust Services

Will only takes effect when a person passed away. What about if the person went missing? Under critical care conditions such as having a critical illness, permanently disabled or in comatose? 

This is where Trust comes in. It is to better-ensure their assets are handled exactly as they wish and provide better flexibility that Will does not covers. Benefits of Trust are as below:  

Tax exemption so that you're able to preserve more wealth for your loved ones. In the event you passed on without a Will, dispute, argument, finding sureties and other pitfalls could leave your loved ones more vulnerable than beneficial.
You do not need to go through Probate procedure (Which could take months and years) when you have a Trust in place.
Creditors and bankruptcy proof. Banks and Debtors are not allowed to take away what you have left behind from the trust fund that you've setup, to protect your loved ones when they are most vulnerable. 
Takes effect not when the person has passed away, but in situations such as coma, permanently disabled, missing or mental illness which causes the family to lose their main source of income.
Business trust : If you're a business owner who wants to ensure your hard built business is protected against unforeseen or unfortunate circumstances, such as death, critical illness, bankruptcy or total permanent disability (TPD), you can choose to create a Buy-Sell Trust.

Having a BVPT protects the interest of your partners. It ensures a proper exit strategy is in placed for a business owner. It ensures your business value is protected and provide a smooth transition of the business from one person to the other.

Trust Fund Creation

Our assets will be frozen upon death. This includes cash in the bank, shares in the market, property and other assets. 

Hence, the purpose of Trust Fund is to provide immediate financing facility, to help cover the family expenses and a source of income to ease their financial stress.

This is crucial if the sole breadwinner of a family member passed away. 

The Trust fund will provide funding to the family to cover their monthly expenses, put the food on the table, paying for children's education, and other living expenses for many years to come.

Estate planning services

READY TO PROTECT YOUR LOVED ONES?

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© Copyright | Wealth Succession Management All Rights Reserved

Registration Number: 201303024262 (002197969-D)

Contact Us: +6019 - 3244322 (Sumi) or +6012 - 276 4228 (Sam)

Email: wsmwealthsuccession@gmail.com

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

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