Trust Services

Engaging with those I have faith in

Rockwills Trustee Berhad, a licensed Will and trust company in Malaysia, offers various trust services, including private, pet, insurance, buy-sell, and family trusts. We prioritize professionalism, expertise, and experience. Our services cover different needs, from ensuring aged parents’ care to pet welfare, efficient asset transfer, and secure succession planning. With an experienced team, we provide comprehensive and tailored solutions for estate planning, trust administration, and asset protection, ensuring the security of loved ones’ financial futures.

Trust for Specific Purpose

When you have various people or causes that you want to take care of, it makes sense to set up a Trust. For instance, you can setup a family trust to take care of your aged parents and/or loved ones when you are no longer around, for children’s education and even for charity gifting. The assets in your specific purpose Trust will not form part of your estate and therefore can flow easily to your beneficiaries, with minimum hassle.

Special Needs Trust

When you have a special needs child, you will be concerned about how he/she will be taken care of when you are no longer around or if you were to suffer from disability or critical illness. We understand and our Special Needs Trust provides the solution where you will be able to allocate funds and anything else needed to take care of the welfare of your child.

Insurance Trust

Our Insurance Trust is ideal for you when you want a structured solution to distribute the insurance proceeds for your minor child for their education and medical needs, or to your aged old parents for their maintenance and medical needs, or even for your own benefit in case of incapacity or critical illness. In addition, you can opt to use part of the proceeds to pay your debts and provide instructions on the investments of the insurance proceeds.

Declaration Trust

It pays to be prepared for the future. You can do this by setting up a Declaration Trust and appointing yourself as the Trustee with us as your back-up Trustee. In the event of a specified matter such as death, total and permanent disability, critical illness and so on, we will step in as Trustee to help administer your assets according to your wishes.

Buy Sell Trust

As a business owner, you want to ensure that your family will always enjoy the current lifestyle that you provide. With our trust services, we can help to ensure a smooth transition of business interests with a pre-determined Buy-Sell Trust with your business partners. A fair value can be agreed upon between you and your partners and the method of payment to buy over each other’s business interest can be prearranged. A trust deed for sales proceeds will ensure that the needs of your loved ones are met, according to your wishes.

Pet Trust

Your beloved dog, cat or whole menagerie of pets may be of concern to you, should you not be around to take care of them. We truly understand how much your pet means to you. Rockwills is the first in Malaysia to provide Pet Trust services so you can appoint a guardian, allocate funds and anything else needed to take care of the welfare of your pets.

Lite Trust

A simple yet practical trust solution that offers a hassle-free way to protect your assets and ensure smooth distribution to your loved ones.

Elder Care Trust

A specialized trust tailored for clients wanting to ensure continued care and financial support for their elderly parents in the event of unforeseen circumstances.

Self Care Trust

A trust created to secure your assets for personal care and medical needs, activated by specific life events such as critical illness or mental incapacity.

Life Policy Trust

A cost-effective trust solution that ensures your life insurance policy payout is managed and distributed efficiently, according to your wishes, providing peace of mind for your beneficiaries.