Do you know that trust is an extremely effective Estate Planning tool to protect your assets and to pass wealth to your heirs efficiently whilst maintaining privacy? You can continue to have control on how the insurance proceeds are distributed even when you are no longer around.
With UProtect (Insurance Trust by Rockwills), your beneficiaries are completely protected when you execute a trust deed stating your instructions and transfer your insurance policies to us by way of assignment.
As your Trustee, we assure you that your insurance proceeds are:
- Protected and readily available for immediate usage
- As the insurance is not part of your estate, there is no need to wait for the extraction of Grant of Probate or Letters of Administration.
- Used to finance education needs, living and medical expenses of your beneficiaries.
- Your loved ones will still enjoy life like how it is now; even when you are no longer around.
- Should there be a claim for disability or major illness, you will be able to receive the insurance proceeds for your living and medical expenses.
- Paid to your loved ones the way you choose.
- You decide who shall receive from the Trust as well as how and when they can receive the monies.
- You can also include substitute beneficiaries to replace those who are unable to receive.
The Trustee Services promoted by Rockwills Corporation Sdn Bhd and its franchisees are provided by Rockwills Trustee Berhad.
Contact Rockwills Estate Planner Dr. Ho to Set Up Your Insurance Trust
Call Dr. Ho at 012-6045039 or Send message via WhatsApp, click here : Send Message
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