UPrepare 遗产行政管理服务

“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 Types & Benefits

There are two types of UPrepare i.e. UPrepare Diamond and UPrepare Jade 2. Each provides different benefits:
Area UPrepare Jade 2 UPrepare Diamond
Price RM 1,200 RM 1,800
Refund of UPrepare Subscription Fee Not Applicable Subscription fee of UPrepare will be refunded when estate administration fee charged for the first year is above RM6,000
Executor Appointment Fee Waived for

      • Sole Executor appointment; or
      • 1st Substitute Executor appoinment provided UPrepare is subscribed within 90 days from the date of Will

RM120 is payable for Second or Third Substitute Executor Appoinment

Estate Administration Fee Discount
      • Gross estate value above RM500,000 to RM10 million: 15%
      • Gross estate value above RM10 million: 30%
Period of Fixed Estate Administration Rates Perpetual
Private Trust Administration Discount
(includes Testamentary Trust)
20%
(Where Trust Fund size is above RM100,000)
Transferable to Living Person Yes
(with a RM100 transfer fee charged)
* 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.

UPrepare 遗产行政管理服务

什么是遗产行政管理服务?

缮写遗嘱是遗产分配保护家人的方法。但是, 要确保小孩或年老父母真正得到保护,遗产管理执行必须妥当的进行以避免因疏忽管理而导致浪费或损失。要做到如此,立遗嘱者必须委任一位专业,能干,诚实,可靠及独立的专业执行人。同时,在开始阶段谈妥遗产管理的费用以避免价格上涨!

UPrepare的运用:

UPrepare是乐委信托机构Rockwills Trustee 所提供的资产行政管理服务配套。设立UPrepare的目的是为了帮助我们的顾客节省资产行政管理费用,并协助家庭成员快速的完成立遗嘱者遗产分配过程。 除此之外,在遗嘱分配之前有许多问题是必须由您的执行人解决的。这包括,收集全部不动产和动产(包括关闭银行户口,车辆,公司股票,信托单位,房屋等);清还死者的债务, (包括所得税和贷款), 申请遗嘱认证文件及呈交相关文件于高等法庭,与政府当局及金融机构接洽。 委任乐委信托机构Rockwills Trustee 为执行人和订购其中一项UPrepare 配套时(钻石配套或翡翠配套2), 您的家人将免除不必要的麻烦!

UPrepare的特征:

  • 您签署乐委的配套后(只限UPrepare钻石配套)直到完成资产分配的那一刻, 您都可持续享受固定现有的资产行政管理费。这可保证您的资产不会被任何日渐升高的收费和通货膨胀所影响。
  • 透过乐委信托机构Rockwills Trustee 的专业顾问,例如:律师,税务专员,基金经理,会计師和产业代理之间的略盟约, 您将可享有特别折扣和优待。
  • 在您的有生之年里,您可以转让所有的UPrepare 配套的利益给任何人。只需要RM100 的服务费!
UPrepare有两种不同的配套。 分别是UPrepare钻石配和UPrepare套翡翠配套2。两种配套都用拥有各别的优惠:
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