Recently, I
have many last minute Will to draft, it is urgent because the client is going
overseas or may be going for an unplanned operations.
Many
clients asked “Can I do a simple Will with only one meeting with Rockwills
Estate Planner ?” The answer is ‘Yes’.
What you
can do is to fill up the attached form below and email to us together with a
deposit of RM508.80 payable to Rockwills Corp Sdn Bhd. Bank Account Nos. is
514169427001 maintained with Malayan Banking Berhad. You need to send the
payment slip as proof of payments.
The actual
Will fees is based on our published price list based on the number of paragraph in a Will. Client will need to pay the
shortfall if the Will fees is more than RM508.80.
Send the
form with your details together with payment slip to info@rockwillsonline.com.my or cmy.rockwills@gmail.com.
A draft
Will will be emailed to you within 8 hours after we received your email, for
your review and once is confirmed, you can meet our Rockwills Estate Planner to
sign the Will. Please sms or whatapps us once your email is sent. (012-303
9383)
The whole
process will take less than 24 hours.
This Special Express Will is only
available to clients of rockwillsonline.com.my ONLY.
The purpose
of the simple Will is to ensure that there is a Will put in place other than
dies intestacy if death suddenly occurs.
By,
Chong Mok
Yong
12.6.17
_____________________________________________________________________________
ROCKWILLSONLINE.COM.MY(Rockwills Service Centre) –
Will Writing Information
Checklist
Chong Mok
Yong TEL: 03-7782 1993 HP: 012-303 9383
YOUR PERSONAL PARTICULARS (IN CAPITAL LETTER)
NAME/M OR F
|
|||
NATIONALITY AND
PASSPORT No.
|
Date of Birth
|
||
TEL
No. (OFF)
|
TEL No. (
|
||
ADDRESS
|
|||
A. DETAILS OF
EXECUTORS/TRUSTEES ( MAX 4 )
NAME (A 1)
|
MAIN
|
||
NATIONALITY AND
PASSPORT No.
|
Relationship
|
||
ADDRESS
|
|||
NAME (A 2)
|
JOINT / SUBSTITUTE
|
||
NATIONALITY AND
PASSPORT No.
|
Relationship
|
||
ADDRESS
|
|||
NAME (A 3)
|
JOINT / SUBSTITUTE
|
||
NATIONALITY AND
PASSPORT No.
|
Relationship
|
||
ADDRESS
|
|||
NAME (A 4)
|
JOINT / SUBSTITUTE
|
||
NATIONALITY AND
PASSPORT No.
|
Relationship
|
||
ADDRESS
|
|||
APPOINT ROCKWILLS TRUSTEE BHD AS YOUR EXECUTOR / TRUSTEE Yes / No Main
or Substitute
|
B. GUARDIANS FOR MINOR CHILDREN ( When Both The Husband & Wife Passed On)
NAME (B 1)
|
|||
NATIONALITY AND
PASSPORT No.
|
Relationship
|
||
ADDRESS
|
|||
NAME (B 2)
|
|||
NATIONALITY AND
PASSPORT No.
|
Relationship
|
||
ADDRESS
|
|||
D. DETAILS OF BENEFICIARY(IES)
Name
|
NATIONALITY
|
PASSPORT NO.
|
RELATIONSHIP
|
|
D1
|
||||
D2
|
||||
D3
|
||||
D4
|
----- Page 1
E. LIST OF COMMON GIFTS - Will
Use General Clauses (NO SPECIFIC DETAILS
NEEDED)
GIFTS /LEGACIES
|
Main
Beneficiary
|
Share
(%)
|
Substitute
Beneficiary
|
Share
(%)
|
|
1
|
Cash at Banks- Savings/Current/FDs accounts
|
||||
2
|
All Motor
vehicles/car/motorcycle
|
||||
3
|
Unit Trust
/ Mutual Funds Investment
|
||||
4
|
Shares listed
on Bursa Malaysia & overseas bourses
|
||||
5
|
Safe
deposits boxes
|
||||
6
|
Club Memberships
|
||||
7
|
Jewellery
|
||||
8
|
Any future purchase of immovable property
|
||||
9
|
EMPLOYEES PROVIDENT FUND (For failure namination ONLY).
|
||||
10
|
Insurance
policy (If No Nominee, WHEN all nominees passed on)
|
F. LIST OF COMMON GIFTS - SPECIFIC CLAUSES ON GIFTS (NEED
DETAILS)
(i)
IMMOVABLE PROPERTIES
|
Main
Beneficiary
|
Share
(%)
|
Substitute
Beneficiary
|
Share
(%)
|
||
Joint/sole
Name?
|
Houses/apartments/land/factory lot etc (Need Address or Lot No./ PT
No./ Mukim of. etc of property).
|
|||||
1
|
||||||
2
|
||||||
3
|
||||||
4
|
(ii) BUSINESS/COMPANIES/PARTNERSHIP
Name of Company / Enterprise And Business
Registration No.
|
Main
Beneficiary
|
Share
(%)
|
Substitute
Beneficiary
|
Share
(%)
|
|
1
|
|||||
2
|
|||||
3
|
G. RESIDUARY ESTATES
Main
Beneficiary
|
Share
(%)
|
Substitute
Beneficiary
|
Share
(%)
|
|
RESIDUARY ESTATES - means all assets that are not specifically
mentioned in this Will eg assets purchase in the future.
|
IF ALL BENEFICIARIES GO TOGETHER ??
|
For any inquiry please feel
free to call Chong Mok Yong @ 012-303 9383 / 03-7782 1993
Page 2 (End of Document)
| ___________________________________________________________________________ | |||
How to fill up the Will- Writing Check List?
Page 1.
Executor/Trustee:-
Under Malaysian Law a maximum of 4 executors can be appointed. The role
of the Executor is to apply a document called Grant of Probate at the Malaysian
High Court. Once, the Grant of Probate is extracted, Executor will settle all
debts and distribute the assets according to the Will. Trustee is a person who
will hold on trust the assets for minor beneficiaries who are below 18 years
old until he/she attained the legal age of 18 years old. Usually, the Executor
is also acts as Trustee.
Guardian:-
For Foreigners:-
You can appoint a Malaysian Guardian to take care of your minor children
when both parents predeceased. Your foreign guardian (Guardian appointed in
your Will in your country) will takes over once they are able to come to
Malaysia to collect your minor childern.
Beneficiary:- Anyone who is receiving gift. Individual or company or
charity.
Fill up the appropriate column clearly.
For beneficiaries, you can put their details in section (D).
Page 2.
For assets under section (E):-
We use general statement like. “All my bank account in Malaysia”. Just
insert your beneficiaries as (D1) or (D2) or D3 etc. at the respective columns.
You need not write down their full names just use D1, D2 etc… Create
more rows below if there are more than 4 beneficiaries etc….
(F) is for immovable properties in Malaysia you own. Just write down the
property address eg. 3-10-9, Sri Hartamas Condominium, Jalan Sri Hartamas 1,
50480 Kuala Lumpur.
If you have business, just write down the company name and registration
nos. eg. Fair Lady Sdn Bhd (1234567-K).
(G) – The residuary estate. Any assets not specifically mentioned in the
Will will fall under this clause. You can name a main beneficiaries and
substitute beneficiaries or even more levels of beneficiaries.
By,
Chong Mok Yong
