Professional Will, Trust and Estate Planning Services In Malaysia

A trust is a powerful legal tool that allows you to transfer ownership of your assets to a trustee, who will manage and distribute them for the benefit of your chosen beneficiaries. Trusts offer greater control, privacy, and protection in preserving your estate.

At Finex & Co, we provide tailored trust solutions, including:

• Insurance Trust
• Family Trust (via Testamentary Trust)

Setting up a trust helps avoid probate delays, protects your wealth from legal disputes, and ensures your assets are managed according to your instructions. It is an essential strategy for long-term financial security, offering flexibility, potential tax advantages, and peace of mind.

Proper funding is the foundation of a successful trust. It involves legally transferring ownership of your assets into the trust to ensure it functions as intended and provides the protection and control you planned for.

A fully funded trust must also account for future needs through D.A.M.E:

• Debts: Settle outstanding liabilities
• Administration: Cover legal and management fees
• Maintenance: Provide for daily living expenses
• Education: Support long-term educational goals

By allocating assets to these key areas, your trust stays equipped to meet obligations, protect beneficiaries, and avoid probate delays. At Finex & Co, we ensure your trust is both well-structured and properly funded to preserve your legacy.