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We are a legal trust company specialized in legacy advisory with a team of professionals in law to provide will and trustee services to individuals, families and businesses.
A will is a legal document that outlines how a person's assets and property will be distributed after their death. It typically includes instructions for who will inherit the assets, who will be responsible for managing the distribution of assets, and any other wishes the person may have for their estate. A will can also include instructions for who will take care of any minor children, as well as funeral and burial instructions. Creating a will is an important part of estate planning, as it helps ensure that a person's assets are distributed according to their wishes and can help avoid potential legal disputes or family conflicts.
A trust is a legal entity that holds assets for the benefit of one or more beneficiaries. It is created by a person known as the "grantor" who transfers ownership of their assets into the trust. The trust is managed by a "trustee," who is responsible for administering the trust according to the terms outlined in the trust document.
Trusts can be used for a variety of purposes, including estate planning, asset protection, and charitable giving. There are several types of trusts, each with its own unique features and benefits. Some common types of trusts include revocable living trusts, irrevocable trusts, special needs trusts, and charitable trusts.
One of the primary advantages of a trust is that it allows assets to be transferred to beneficiaries without the need for probate, which can be a lengthy and expensive process. Trusts can also help protect assets from creditors, provide for the care of minor or disabled beneficiaries, and allow for greater control over how assets are distributed after death.
Will custody services can provide a number of benefits for those who are creating a will or other estate planning documents. One of the primary benefits is increased security and protection for the will. When a will is placed in the custody of a professional service, it is stored in a secure location and protected from loss, theft, or damage. This can help ensure that the will remains intact and accessible when it is needed.
Another benefit of will custody services is increased privacy. When a will is kept in the custody of a third-party service, it can help protect sensitive information from being disclosed or accessed by unauthorized individuals. This can be particularly important for individuals who have complex family situations or who wish to keep the details of their estate plans private.
Will custody services can also provide peace of mind for individuals who may be concerned about the future of their will. By entrusting their will to a professional service, they can be confident that their wishes will be carried out and that their loved ones will be taken care of after they are gone.
Overall, will custody services can be a valuable tool for individuals who are looking to protect their assets, ensure their wishes are carried out, and provide for their loved ones in the event of their death.
An insurance trust is designed to hold life insurance policies. The trust is typically created by the policyholder, who transfers
ownership of their life insurance policy to the trustee and the trustee is responsible for managing the policy and collecting
the death benefit when the insured person passes away.
An insurance trust can provide greater control over how the policy proceeds are distributed. The trust document
can specify how the funds are to be distributed to beneficiaries, which can help ensure that the proceeds are used in a
manner that aligns with the policyholder's wishes.
A hybrid trust can be a useful tool for individuals who are looking to protect their assets while also retaining
some level of control over them during their lifetime.
A private trust is a type of trust that is created for the benefit of a specific individual or group of individuals.
It is typically established by a settlor, who transfers assets into the trust to be managed and distributed by a
trustee according to the terms of the trust document.
It can provide protection for the assets from creditors and potential lawsuits. Because the assets are held in the
trust and managed by a trustee, they may be more difficult for creditors or potential claimants to access.
Secure Trust is a trust arrangement using the cash you have placed as trust asset for the benefit of your beneficiary(ies).
The said cash will be made available to your named beneficiary(ies) in the event of an emergency.
Secure Trust can serve as emergency fund for settlor upon Total Permanent Disability
(“TPD”) / comatose state, or for beneficiary(ies) upon death of settlor without going through the lengthy process of
Grant of Probate (GP) or Letter of Administration (LA). It will serve as a ‘Standby Fund’ for expenses during emergencies
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