4 Days Will and Trust Training Schedule - January 2014

Please call Rockwills Service Centre at 03-7782 1993 for more information.

Special Rockwills 1168 Package for year end

Rockwills have recently lunched a brand new 1168 Package. The offer date is from 1/11/13 to 31/12/13.

The benefit of Rockwills 1168 Package are:-

10% discount on first Will-writing
20% discount on subsequent rewrite
10% discount on UPrepare
10% discount on UProtect and UDeclare
Free Lifetime Will Custody worth RM1,188
Free Personal Asset Inventory Booklet (PAIB)
Free Rockwills Trustee Berhad Executorship Appointment worth RM120
Free Personal Accident Insurance worth RM20,000 up to age 75
Transferable with a minimum transfer fee of RM30
RM100 cash voucher for Nirvana / Xiao En / Semenyih services

For more information please call Rockwills Service Centre at 03-7782 1993

What is U Declare ?

For example, imagine a situation where you, as a foreigner living in Malaysia under the Malaysia My Second Home program, have assets in terms of shares and a bulk load of money in your bank account. If something were to happen to you, your assets should automatically go to your wife and family. But, without a will, your wife and family will have to wait a long while for proper verification (probate) before they can claim said assets. This is when a Declaration of Trust, or UDeclare, comes in handy.

What is a UDeclare? UDeclare is a Declaration of Trust made simple and flexible, yet powerful enough to secure the financial well-being of your family in an event something unfortunate were to happen to you, the trustee (settlor).

A declaration of trust is an express trust where you, as the client, will declare specific assets to be held on trust by yourself, as a trustee.

What Can I Use as Assets? Examples of assets used for UDeclare include residential property, unit trust and mutual fund investments, shares of companies and money in your bank accounts.

How Do I Set Up a Declaration of Trust with Rockwills Trustee? As a trustee, you will have to set up a deed of trust with a reputable licensed trust company, such as Rockwills Trustee, who will act as your backup trustee. By doing this, you will prevent any delays in the release of your assets to your beneficiaries.

With UDeclare, the trustee, that’s you, will not have to transfer any assets unless any of the events listed below (and determined by you) occur; 1. Death 2. Total Permanent Disability (TPD) 3. Critical Illness Mental Disability 4. Resignation as Trustee.

Once you set up a deed of trust with Rockwills Trustee, you will automatically give Rockwills Trustee authorization to take possession of your assets. Rockwills will then manage the trust assets without any delay if any of the events determined by you were to happen (death, comatose etc.). This simply means that if the worst were to happen, your backup trustee, Rockwills, will step in as settlor to manage and distribute your assets to your beneficiaries according to what you have stated in your deed of trust. This will be done swiftly without a long process of probate with the courts, because you have already given Rockwills full authorization to manage your assets. After setting up a deed of trust, you, the settlor or trustee, will be entitled to 99% of your trust. The remaining beneficiaries stated in your trust will be entitled to 1% each. In the event of your death, your beneficiaries will be entitled to your entire trust in the proportion already determined by you.

Why Is It Important for Me to Have a UDeclare with Rockwills Trustee? If the settlor (you) were to pass away or end up with a permanent disability, for example, Rockwills will ensure your family, especially if you have young children, children with special needs and other dependants, is provided for financially once you are unable to do so.

What Are the Advantages of Having UDeclare with Rockwills Trustee? In the event of something unfortunate, such as death or permanent disability of the settlor, the settlor’s assets will not be frozen and need not be subjected to a court order. Because of this, the settlor’s beneficiaries will receive the benefits from the trust swiftly.

As the settlor, you can make changes to the terms of your trust. In fact, you can also choose to revoke your trust anytime. You can also customize the structure of your trust to meet your objectives. When you appoint Rockwills as your substitute trustee (Rockwills will act as the settlor), you can rest assured that your trust will be managed efficiently and professionally. As one of the beneficiaries, you, the settlor, can receive an income from your trust. And, in case of an emergency, you can withdraw your portion anytime you want.

To find out more about U Declare or Declaration of Trust, please call Rockwills Service Centre at 03-7782 1993.

A new website, www.rockwills.biz

A new website www.rockwills.biz was lunched 2 weeks ago. A new website which enable all Malaysian to find out almost everything about Will and Trust in Malaysia. This website also make easy for those who want to organise a Will Talk by just clicking the 'Request for Group Presentation' button.

Public awareness on Will  is moving to higher level each day as Rocwkills continue to organise lots of group presentatons at offices and homes. For more information please call Rockwills Service Centre at 03-7782 1993.

Will Talk at S.A.L Groups, Johor Bahru

On 18/3/13, I gave 2 sessions of talks to the management and staff of SE LAI CK of S.A L. Group in Johor Bahru.

Will Talk at Rotary Club, Johor Bahru

My Will Talk at Rotary Club of Puteri Lagoon, Johor Bahru on 18/11/13

A token of appreciation for the speakers for the 1/2 day seminar

Thank you so much for the sharing. Everyone attended benefited. Cheers!!

REPs of CMY Group attending a 1/2 day seminar at Wisma Rockewills on 16/11/13

On 16/11/2013, about 50 Reps of CMY Group attended a 1/2 day seminar organised by CMY. Encik Azhar, GM of Rockwills Trustee Bhd shared on 'Formation of Foundation' and 'Charity Trust'. It was followed by Mr. Andy Low, a practicing lawyer who shared on 'Marriage and Divorce Act'. Jessie Ooi and Carine Looi shared their experience on the business.

We have activities like this every years for the benefit of the REPs in CMY Group. If you are interested to be successful in estate planning and want to associate with a premier group in Rocwkills that is proactive, effective and productive, please call Mr. Chong at 012-303 9383 to find our more.

Public Will Talk at Rockwills Malacca Office on 24/11/2013

On 24/11/2013 at 3pm, we have a public Will Talk at our Malacca office at Kampung Empat, Off Jalan Ong Kee Way, Melaka. There are many interested individual who plan to join Rockwills after my presentation. In fact there is vast market for estate planning, if you are focus and willing to learn, you can earn good income and at the same time providing a noble service. For more information, please call Rockwills  service Centre at 012-303 9383 or 03-7782 1993.