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:
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:
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?)
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:
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.
Our range of services also includes:
Whether you're just researching, comparing or needing to gain access to our expert's advice, we've got you covered.
Simply fill up your details, share with us what do you have in mind and we'll be in touch with you within 48 hours.
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Contact Us: +6019 - 3244322 (Sumi) or +6012 - 276 4228 (Sam)
Address: 92A-2, Jalan Damai Circle 1, Taman Damai Circle, Alam Damai, Cheras 56000 Kuala Lumpur