- Esther Lee & Associates
- Franchisee Code R0001788
- Rockwills Senior Estate Planner
- Associate Estate Planning Practitioner
OUR REPUTATION
The Rockwills Group of Companies has operations in both Malaysia and Singapore, providing solutions and support services in the areas of succession, management and distribution of wealth.
Rockwills started in year 1995 and is the pioneer in the region to provide retail professional 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 the executorship of estates. Other services include the provision of comprehensive estate planning advice and administration of offshore companies.
It is by far the largest professional estate planning company in the region, having written more than 150,000 Wills (up to January 2014) and holding over RM2 billion worth of assets under trust. To date, the Group has trained more than 10,000 Rockwills estate planners, Rockwills Will-writers, financial planners and agents. The core business of the Group are introduced through a network of some 4,000 Rockwills Estate Planners both in Malaysia and Singapore.
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
- Legal Work
The ones who draft and vet Wills and Trusts for us are lawyers or legally trained personnel - House Call
We provide house calls at the convenience of customers - 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. - 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. - 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 17 years. - 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
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 (AMLA). 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 ) |
|---|
| Board of Directors 1 Executive Director 2 Non-Executive Directors 4 Independent Directors |
| Audit Committee Investment Committee* Risk Committee Operations Committee** External Auditors Internal Auditors Compliance Officer |
| ROCKWILLS TRUSTEE LTD (LICENSED TRUSTEE COMPANY – SINGAPORE ) |
|---|
| Board Of Directors 3 Executive Directors 1 Non-Executive Director 2 Independent Directors |
| Audit Committee Trust Committee* ** External Auditors Internal Auditors Compliance Officer |
* Oversees investment management & performance
** Reviews trust & operational issues
