Why Rockwills

About Us

Rockwills has strong financial backing with assets over RM20 million, reputable board members and more than 30 in-house legal advisors specializing in estate planning. We have been in business since 1995 providing services covering will-writing, will custody, trust services and other estate planning and financial planning support services, under a franchise system supporting more than 4,000 members with over 180,000 clients.

Our Reputation

The Rockwills Group of Companies has operations in both Malaysia and Singapore, providing solutions and support services in the areas of succession, administration and distribution of wealth.

Rockwills started in year 1995 and is the pioneer in the region to provide retail Trust, Will-writing and Will custody services. Rockwills is also licensed respectively, in both Malaysia and Singapore to carry on trust business and its services include acting as trustee of many family trusts and executor of many estates. Other services include the provision of comprehensive estate planning advice and offshore services.

It is by far the largest professional estate planning company in the region, having written more than 180,000 Wills (up to January 2016) and holding over RM2 billion worth of assets under trust. To date, the Group has trained more than 10,000 Intermediaries including Rockwills Estate Planners, Rockwills Will-writers, financial planners and agents. The core business of the Group are introduced through a network of more than 4,000 Rockwills Estate Planners both in Malaysia and Singapore.

Why Do I Write With Rockwills?
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Legal Work

The ones who draft and vet Wills and Trusts for us are lawyers or legally trained personnel.
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Expertise

For complex Wills, we may draw on in-house input from qualified accountants, tax and financial planners and externally from our panel of lawyers or offshore consultants.
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Unique System

We have a unique system that encompasses over 300 Will precedents and reference clauses with auto-checks, such as matching of common data of beneficiaries, to suit all requirements. This system has been upgraded and improved on over 20 years.
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House Call

We provide house calls at the convenience of customers.
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Experience

In drafting Wills and Trusts, we draw from our experience to avoid practical problems that may be encountered in future in estate administration, such as getting the right asset details.
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Full Range

In addition to Will-writing, Rockwills Trustee have trust licenses in Malaysia and Singapore and can provide a comprehensive range of estate planning services as follows:

> Custody of Wills for life
> Translation of Wills
> Setting up of trusts and foundations
> Trust and estate administration
> Offshore structures & corporate services
> Estate planning advice

Why Do I Write With Rockwills?
null

Legal Work

The ones who draft and vet Wills and Trusts for us are lawyers or legally trained personnel.
null

Expertise

For complex Wills, we may draw on in-house input from qualified accountants, tax and financial planners and externally from our panel of lawyers or offshore consultants.
null

Unique System

We have a unique system that encompasses over 300 Will precedents and reference clauses with auto-checks, such as matching of common data of beneficiaries, to suit all requirements. This system has been upgraded and improved on over 20 years.
null

House Call

We provide house calls at the convenience of customers.
null

Experience

In drafting Wills and Trusts, we draw from our experience to avoid practical problems that may be encountered in future in estate administration, such as getting the right asset details.
null

Full Range

In addition to Will-writing, Rockwills Trustee have trust licenses in Malaysia and Singapore and can provide a comprehensive range of estate planning services as follows:

> Custody of Wills for life
> Translation of Wills
> Setting up of trusts and foundations
> Trustee and estate administration
> Offshore structures & corporate services
> Estate planning advice

Why Do I Write With Rockwills?
null

Legal Work

The ones who draft and vet Wills and Trusts for us are lawyers or legally trained personnel.
null

House Call

We provide house calls at the convenience of customers.
null

Expertise

For complex Wills, we may draw on in-house input from qualified accountants, tax and financial planners and externally from our panel of lawyers or offshore consultants.
null

Experience

In drafting Wills and Trusts, we draw from our experience to avoid practical problems that may be encountered in future in estate administration, such as getting the right asset details.
null

Unique System

We have a unique system that encompasses over 300 Will precedents and reference clauses with auto-checks, such as matching of common data of beneficiaries, to suit all requirements. This system has been upgraded and improved on over 20 years.
null

Full Range

In addition to Will-writing, Rockwills Trustee have trust licenses in Malaysia and Singapore and can provide a comprehensive range of estate planning services as follows:

> Custody of Wills for life
> Translation of Wills
> Setting up of trusts and foundations
> Trustee and estate administration
> Offshore structures & corporate services
> Estate planning advice

Our Dedicated Governance Structure

Besides being governed under two enactments, namely, the Trustee Act 1949 and the Trust Companies Act 1949, we are supervised by the Companies Commission (Suruhanjaya Syarikat Malaysia or SSM) in respect of administration, by the Securities Commission (SC) in respect of the giving of advice and by Bank Negara (BNM) in respect of anti-money laundering matters. We also have our own governance structure, set out below. You will note, unlike others, this is dedicated just for our own operations and not as a part of a group function.

ROCKWILLS TRUSTEE BHD
(Licensed trustee company – Malaysia )
ROCKWILLS TRUSTEE LTD
(Licensed trustee company – Singapore )
Board Of Directors
1 Executive Director
2 Non-Executive Directors
6 Independent Directors
Board Of Directors
3 Executive Directors
3 Independent Directors
Audit Committee Audit Committee
Investment Committee* Trust Committee*  **
Risk Committee External Auditors
Operations Committee  ** Internal Auditors
External Auditors Compliance Officer
Internal Auditors
Compliance Officer

* Oversees investment management & performance
** Reviews trust & operational issues