WILL WRITING

A Will is a declaration of one’s intention as to the way his estate is to be dealt with upon demise.

ADVANTAGES OF HAVING A WILL

• Your Will can be tailored according to your preference or wishes with an option to bequeath to desired beneficiaries with predetermined age and proportions.
• Cater for special circumstances (Testamentary Trust) and you may instruct or leave message to specific person
• Ability to appoint preferred Executor and Trustee to manage and distribute the estate and Guardian to act as caretaker for your minor or special child
• Minimize legal formalities and expenses with efficient administration & distribution of asset upon demise and be exempted from the requirement to provide Administration Bond.

EXECUTORSHIP

It is essential for you to appoint an Executor in your Will, who you trust can carry out your instructions or wishes as stipulated in the Will. The Executor should be someone who is trustworthy and has the expertise and experience to handle the estate thus saving cost and time. The functions and duties of Executor are as follows:

• Identify, secure and deal with all assets and liabilities of the deceased person
• Obtain Grant of Probate, Identify and paying valid debts and claims against the estate.
• File tax returns and deal with any legal issues that may arise and obtain consents (if required) and distribute the balance to the beneficiaries.
• Hold estate on trust until the beneficiaries attain the age of entitlement or upon completion of certain events.

YOU CAN APPOINT PB TRUSTEE SERVICES BERHAD AS EXECUTOR & TRUSTEE AT NO EXTRA FEE FURTHERMORE YOU GET A DISCOUNT ON OUR WILL WRITING FEES IF WE ARE BEING APPOINTED EXECUTOR & TRUSTEE

CUSTODIAN OF WILL

Having made the wise decision to get a Will written, it is crucial for you to ensure that your Will is well kept in a safe place. It is pointless if your Will is DAMAGED, TAMPERED, or LOST when needed for the Probate application.

Make the wise decision; ensure your Will is kept in safe custody. Engage us as Custodian even if you have decided to appoint your own preferred individual Executor for your Will and be confident that your Will is KEPT SAFE and CONFIDENTIAL for a small fee.

ENJOY FREE LIFETIME WILL CUSTODY AND AN ANNUAL UPDATE OF YOUR INVENTORY UPON OUR APPOINTMENT AS YOUR EXECUTOR AND TRUSTEE

ADMINISTRATION OF ESTATE

Estate administration is the course of action taken by an Administrator or Executor from the point of obtaining Letter of Representation to the distribution of assets. An appointed Estate Administrator or Executor will make the necessary application for extracting the Letter of Representation (Letter of Administration or Grant of Probate) and will ensure that the distribution of assets is done in accordance to the relevant law or Will.

OUR FEES ARE VERY COMPETITIVE & REASONABLE
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BENEFITS IN APPOINTING PB TRUSTEE SERVICES BERHAD AS EXECUTOR/ TRUSTEE UNDER A WILL

We take pride in our administration of trusts and estates. As trustee, we manage the challenges that inevitably arise within families during their time of grief. We provide continuity and objectivity, protecting family legacy from a variety of risks, incapacity, incompetent asset management and fraud, life events such as divorce, remarriage and undesirable influences. We take the responsibility to ensure that our Client’s wishes are enforced and explained to their beneficiaries. By procuring PB Trustee Services Berhad services, you will enjoy the following benefits:

1. DULY AUTRHORISED TRUST COMPANY
   PB Trustee Services Berhad is duly registered under the Trust Companies Act 1949 and is authorized by law to undertake all types of Trustee business.
2. COMPREHENSIVE AND SPECIALIZED
   We have been established since 1968 as a specialised and comprehensive Trust Company and also enjoy the financial backing, human capital support and other resources as a member of the Public Bank Group.
3. CONFIDENTIALITY
   Client confidentiality is always maintained by our professionally trained team of personnel.
4. ACCOUNTABILITY AND IMPARTIALITY
   We are a Corporate Trustee, duly authorised and regulated by law. We maintain our legal and fiduciary duty to act with stringent impartiality in all Trust matters without any conflict of interest.
5. EXPERIENCE
   We have been in Trustee business for 40 years and our team of professionals are experienced and trained to offer professional advice to our Clients.
6. ACCESSIBILITY/CONTINUITY
   Individual trustees or executors may not be traceable or may be incapacitated, unwilling to act or may pre-decease the Testator, when the time comes for the trustee/executor to act, PB Trustee Services Berhad, as a Corporate entity, would always be accessible/available on every business day, for the long term.
7. FULL RANGE OF SERVICES
   We provide full range of Services such as Trust, Will, Executorship, Custodian and Estate Administration Services which can be tailored to suit most of your needs.