JEP Bright
Advisor
An Estate Planning Company
A Franchisee of
A Trustworthy Estate Planner Whom You Can Count On
SERVICES - Estate Planning
JEP Bright Advisor, as a Franchisee of Rockwills given a Comprehensive Estate Planning services to you and your family.We are not just provide a Will-Writing service, importantly we also cover the crucial areas related to the writing of your Will which include
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Protecting the authenticity of your Will,
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Helping you keep track of your assets,
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Providing Will Custody services,
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Appointing us as an Executor and Trustee to protect the interests of your beneficiaries.
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Creating a Continuous Income Funding for your family
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Make sure you have a good Income Replacement for your family who you love,
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Avoid you from fall into financial crisis with a good Income Protection Plan
Many more.........
Planning
Understand your current portfolio
Understand your needs and wishes
Understand your family affair
Strategy
Advice based on your current portfolio
Advice based on your wishes
Give you the best practice in the market place
Results
Put your wishes into the WILL
Strengthen your estate planning
Eliminate future possible internal conflict
Will Writing
We provide a comprehensive Will Writing services with a professional advice. Writing a Will is a simple process but having a WILL with carefully designed to avoid a future conflict among beneficiaries need some in-depth thought, tedious planning and advice.
Minimum charges of a Will writing services is about Rm480.
We believed Write Your Wishes, Not Write based on your cost because it is your dream to give.
Trust Deed
The Trust Deed is an agreement between the Settlor and the Trustee. The Trust Deed is a legal document on how to manage properties and assets of an estate. It will have the list of assets, trustees and beneficiaries of the Trust. The Trust Deed is a confidential document visible only to the Trustees. The Trust Deed is the foundation of the Trust.There are many type of Trust Deed available to serve different purpose.
Financial Planning
Financial planning is a step-by-step approach to meet one's life goals. A financial plan acts as a guide as you go through life's journey. It seems act as foundation for the Estate Planning and they are working hand in hand in this 2 areas.
Your 1 Stop Estate Planner
Enjoy peace of mind knowing that everything is taken care of for you at your foot step
Personal Visits
Our Estate Planners will visit you in your home or office, at your convenience, to discuss your private and confidential requirements.
High Tech Identification
Digital coding and security stamp embossing ensure accurate identification and prevent Will tampering and fakes.
Will Custody
Your Will is kept safe at our vault with an efficient tracking and back-up system.
Legal Advisors
More than 30 full-time advisors provide legal support and vetting.
Personal Assets Inventory Booklet and Departure Guide
With these tools, your assets, liabilities, beneficiaries and contacts can be tracked and updated, relieving your loved ones and the Executor from the unnecessary stress and time needed to locate such information.
Trust Services
We can provide you added peace of mind through additional trust services to protect the interests of your beneficiaries. We also have a team of specialists who can help you with comprehensive planning, structures for succession and family office services.