No one has a Will and Trust like yours. Discover the personalised estate planning you need with our tailor-made solutions and step-by-step guidance.
Will and Trust Solutions
As Unique As You.
Family legacy challenges highlight why planning matters now. Let’s ensure a financially empowered future together.
– Jessie Ooi
Let me share a bit of our family’s story, one that’s had a significant impact on my life. My grandfather, a successful lorry business owner, left us unexpectedly at a young age without a Will. This led to a quick division of assets among his siblings, leaving almost nothing for my grandmother.
However, the legacy of our family business continued with my father taking the reins. Despite facing challenges, he managed it well, supporting both our family and his widowed mother. Yet, due to a lack of financial expertise, he couldn’t accumulate substantial assets, impacting our family’s wealth when he passed away.
These experiences ignited a passion in me. In 2008, I delved into Estate Planning. My goal is simple: to assist and educate families on Wills and Trusts, providing them with financial literacy and estate planning strategies. I want to help families avoid the challenges my own went through, ensuring a more secure and empowered future for all.
6 Simple Steps To Create a Lasting Legacy for Your Loved Ones.
Conduct a thorough fact-finding session with you to propose the Will/ Trust structure.
Sign the Letter of Engagement.
Pay the required deposit and provide essential information for the Will writing/ Trust set-up.
Submit the necessary details to a Rockwills Legal Adviser for drafting the Will/ Trust.
Review the draft Will/ Trust together.
Sign the finalised Will/ Trust.
How We Can Help You With Personalised Will Writing
Asset and Debt Evaluation
Do you leave assets or debts? We assist you in conducting a thorough evaluation to understand the remaining amount for your family after settling debts and guide you on how to preserve and enhance your assets.
Streamlined Probate Process
We assist you in creating a proper Will to streamline the probate process, reducing it from the typical 3 to 5 years to a more manageable 3 to 6 months. This alleviates the prolonged financial strain on your family.
Full Protection for Your Children
Don’t place the happiness of your children in the wrong hands. We guide you in identifying the right guardian for your minor or special-needs children, ensuring they receive top-notch medical, educational, and overall care.
Effective Asset Management & Distribution
Leveraging our extensive experience, we help you identify the most suitable executor. This aims to minimise risks such as asset mismanagement, unaddressed debts, family conflicts, or the absence of a capable executor.
Prevent Family Conflicts
We assist in structuring your Will to ensure seamless asset distribution to your chosen beneficiaries. Our expert advice also helps you draft a personalised message for clarity, leaving no grounds for challenges.
Safe Will Custody
Your Will will be securely kept in our custody centre, ensuring your appointed executor can retrieve it. It is also safeguarded from tampering, calamities, and destruction, and is guaranteed to be easily located when needed.
How We Can Help You With Establishing A Tailor-Made Trust
Speedy Distribution
We help you set up a revocable trust with asset transfer, enabling you to bypass the probate procedure. This ensures the prompt delivery of financial support to your beneficiaries, addressing urgent financial needs.
Optimising Asset Distribution
We design an effective strategy for distributing your assets, determining how and when you want assets distributed. This ensures proper utilisation and protection, minimising the risk of mismanagement in a one-off distribution.
Shield and Enlarge Your Wealth
We offer guidance to assist you in setting up a Trust, using it as a protection net against potential creditors to preserve your wealth, especially if you’re a business owner or a high-net-worth individual.
Better Asset Preservation
We assist in setting up a firewall over your assets by selecting the right trust option or employing a combination of various options to prevent your assets from falling into the hands of ‘unwanted’ strangers or gold-diggers.
Preserving Your Family Business Legacy
To ensure the lasting legacy of your family business for future generations, we assess your specific needs and provide expert guidance on establishing the appropriate trust structure and selecting the ideal beneficiary.
Optimising Resources
If your business involves partners, we’ll assist in establishing Trust for a smooth transition of business interests to them in unexpected events with a pre-determined agreement, ensuring financial support for your family.
Range of Trusts
Explore our wide range of Trusts designed to cover every aspect of your family and business needs.
Let’s find out the types of Trusts that suit you and create a comprehensive estate plan for the financial security and stability of your loved ones.
Create Your Comprehensive Plan With Our Experienced Estate Planners
Jessie Ooi Hooi Fong
Senior Estate Planner, Licensed Financial Planner, and Licensed Coach for Wealth & Joy Education
Achievement
She has empowered over 500 families by providing them with a strong grasp of financial knowledge and implementing effective estate planning strategies.
Experience
More than 15 years of estate planning expertise catering to both individuals and business owners.
Motto
“Your Will: A Lifeline for Their Journey Ahead”
Stanley Hon
Licensed Financial Planner and Member of Million Dollar Round Table (MDRT)
Achievement
He oversees a life insurance portfolio worth over RM600 million and engages in holistic financial planning to cater to various client needs and financial objectives.
Experience
20 years of experience in corporate finance and the financial services industry.
Motto
“Helping clients define and pursue their financial dreams with clarity and confidence.”
Let Our Clients Speak for Themselves
Jessie is extremely caring, focused and professional. She is dedicated to her job and responsibilities, making her a trustworthy individual. You can rely on her for your life (or afterlife) solutions.
Baldwin Yap
General Manager, Avani Oxygen Water Corp SB
Stanley Hon is an experienced and compassionate financial advisor. He offers unbiased personalised recommendations tailored to my needs, covering areas from estate and protection to investment.
Stanley Chan
Experienced IT Infra Solution Consultant And Business Development Manager
I’ve used Jessie’s service more than once, and she stands out as one of the most professional financial advisors I’ve met. Unbiased and solely focused on the client’s interests. Highly recommended.
Khim Tan
MIR Maju Enterprise, Complete Solutions For Online Business
My preferred financial advisor! In addition to being highly experienced and knowledgeable, Stanley is also a good friend. He cares and strives for the best for you. Always enjoy working with him.
Khalid Gibran
Founder & CEO, Meta Universe
Frequently Asked Questions
Find answers to some of the most frequently asked questions about Will and Trust.
Writing a Will is crucial as long as you have assets or children, even if you are considered “young.” Unexpected events can happen at any time.
Yes, all estates must settle debts before distributing the net estate to beneficiaries, as outlined in the Will.
You can designate a family member or non-family member as the beneficiary in your Will.
A Trust is a document that allows you to specify conditions for the entitlement of assets by beneficiaries. Setting up a Trust is not reserved for those with ultra-high net worth; it is a beneficial option for anyone.
A Trust is a document that allows you to establish conditions for how beneficiaries receive assets, and you don’t need to be ultra-high-net-worth to set up a Trust.
Yes, you can establish a Living Trust, specifying the conditions under which the Trustee will hold your assets to take care of you.
No, it does not.
Book Your FREE 1-to-1 Consultation Today!
Share your Will and story with us, and let our team design a personalised estate plan exclusively for you, your family, and your business.