UPrepare

“I am worried that costs will go up and burden my family.”

What Is UPrepare?

UPrepare is an Estate Administration Services Package offered by Rockwills Trustee Berhad to reduce the costs of estate administration in the future.

There are many matters to be settled by an executor before distribution is made to the beneficiaries. These include collecting all immovable and movable assets [including bank accounts, vehicles, shares in companies, unit trusts, house etc]; settling the debts of the deceased [including income tax and debts]; and applying for the grant of probate and submission of the relevant documents to the High Court; dealing with various government agencies and financial institutions.

By appointing us as your executor and buy our UPrepare packages, your family members are relieved from all the above inconveniences!

Unique Features of UPrepare:

> Enjoy the lower estate administration rates to hedge against inflation and annual discounts on estate administration rates when we act as your executor.
> Enjoy annual discounts on trust administration rates when you have a trust with us.
> UPrepare and is benefits are transferable to any person during your lifetime for a transfer fee of RM100 only;
> Prevent unnecessary delays to distribute the estate to your loved ones as Rockwills Trustee Berhad is appointed as the executor;
Professional support from experienced and practical professionals within Rockwills Trustee.

UPrepare Type & Benefits
Area UPrepare
Period of Fixed Estate Administration Rates Perpetual
Estate Administration Discount 15% – 30% discount
Executor Appointment Fee of RM120 Waived for Sole Executor or First Substitute Executor appointment
Payable for Second or Third Substitute Executor appointments
Transferable Yes (RM100 transfer fee)
Private Trust Administration (inclusive of Testamentary Trusts) Discounts 20%
(where Trust Fund size is above RM100,000)

* Please see our Rockwills Estate Planners for administration discount rates.

Before you set up a trust, you need to be aware of anti-money laundering regulations.
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