My Legacy understands that executing a Will alone is not sufficient. Appointing the right person to administer the estate and distribute the assets upon one’s passing is extremely important. Yet it is often being overlooked in estate planning. Expenses incurred from the execution and transfer of the estate also need to be considered. It is of utmost importance to carefully prepare a comprehensive execution plan to complement the Will.
We will guide you in the drafting and preparation of a comprehensive Will and Perpetual Trustees Berhad will be appointed as your sole Executor and Trustee.
Irrespective of the number of properties, the value of assets or the number of contents clauses you may state in the Will, you will not be required to pay for any fee as this service is included in your Joining Fee.
Learn MoreOnce your Will has been signed and completed, we will retain it for safe-keeping. You will not have to worry where to keep your Will or how to ensure its privacy within your family. Your Will is in the safe custody of Perpetual Trustees Berhad. In the event of your death, Perpetual Trustees Berhad will produce your Will to apply for the Grant of Probate.
Learn MoreYour subscription plan also includes a group insurance policy. We will purchase a Group Term Insurance Policy on your behalf. You will not be required to pay for the insurance premium as it has been covered under the Yearly Subscription Fee.
The policy’s coverage will be up to your full age of 70 years old. However, as this insurance is part of the plan, the insurance coverage will immediately lapse in the event you fail to pay the Yearly Subscription Fee.
View Package DetailsYou are required to inform your family regarding your subscription with us. If anything were to happen to you, your family should contact your Introducer, My Legacy office or Perpetual Trustees Berhad. Our contact details are in the Will cards provided to you upon subscription.
Once we are informed, a lawyer will be appointed and he / she will meet your family members. The appointed lawyer will explain the process of the Will execution, the documents required and the process timeline.
As long as the value of the assets is within the limit of your subscribed plan and there are no extenuating circumstances, your family will not be required to pay for any additional fees. More information in respect of the payments is listed in the terms and conditions of your subscription.
View Package DetailsWe also provide advice and consultation on any matters relating to estate administration. If you have any family member, relative or friend who has passed away without a Will and requires assistance, our Legal Officers can advise accordingly.
Learn MoreDistribution Advice
We also provide professional estate planning and distribution advice to our clients. You may contact our Legal Advisors if you require assistance and guidance on how to bequeath your assets to your loved ones in a proper way. We can also advise you on more complicated matters such as international assets transfers or protecting your assets from any individuals, groups or companies.
Legal Advice
Our Panel consists of many experienced Lawyers from established Law Firms. As a member of My Waris EAP, you will also be able to enjoy a discounted rate for the legal services that are not related to Will and Estate Matters including but not limited to as follows:
1. Transfer of properties
2. Partnership Agreement
3. Divorce Matters
4. Bankruptcy Issue
5. Criminal threats
6. Business Succession
Our services include the setting up of a Private Trust, Family Trust, Business Trust or Charitable Trust for various purposes.
Learn MoreLearn more about the benefits of My Legacier!