Rockwills Franchisee and Estate Planner
Levine Lee is a Licensed Rockwills Franchisee and Estate Planner with offices in Kuala Lumpur and Klang. And as she lives in Kuala Lumpur (KL), she services her clients in KL, Klang and the rest of Malaysia.
She has over 15 years experience in Will Writing and Trusts in Malaysia.
Rockwills Franchisee Services
As a Licensed Rockwills franchisee, Levine Lee offers the following Rockwills services:
Rockwills Services
- Estate Administration
- Will Writing Services
- Will Custody Services
- Trust Creation Services
- Escrow Services
Rockwills Agent and Estate Planning Advisor
Similar to being an experienced and trusted AIA insurance agent, Levine Lee, as a trusted and experienced Rockwills agent, does the following on behalf of Rockwills:
- Provides advice on the above listed Rockwills Services
- Guides you to listing down your requirements on the above Rockwills services
- Provides you an official quotation from Rockwills per your above requirements
- Provides you the official Rockwills Forms to fill up to create the Will or Trust Deed
- Submits the form to Rockwills to process and create the Will or Trust Deed
- Ensures to be available to you to answer, support and guide you in managing the Will or Trust Deed
- Ensures that the Will is kept safely and to your requirements in the Rockwills Vault
Insurance and Estate Planning for Insurance Linked Trusts
One of the very important assets is the life insurance policies. These life insurance policies payout on critical illness, total and permanent disability or death.
Levine Lee, as an expert insurance agent, will writer and trust deed advisor, can advise and help you plan the distribution of insurance proceeds and the use of these insurance proceeds.
Insurance Proceeds Distribution Trust Deed Planning
As an expert AIA Insurance Agent in Malaysia, Levine Lee knows how to setup the insurance benefits to go into personal and family trusts.
This ensures that you will get the medical treatment and care you may need, per your instructions based on the trust deed. And in the event of your death, how the insurance proceeds are to be distributed to your beneficiaries as listed in the trust deed.
Insurance for Shareholders Redistribution of Shares for a Business Continuity Trust
As an expert in business and keyman insurance, Levine Lee knows the issues faced by businesses in managing the shareholdings on the death of a shareholder.
Rockwills Buy Sell Trust
Rockwills Buy-Sell Trust
This Rockwills Buy-Sell Trust ensures the smooth transfer of shareholding between shareholders on disability or death of a shareholder. It is a powerful business succession planning tool to ensure the continued success of the business.
Levine Lee knows how to setup the insurance and the related trust deed for a Business Continuity or Buy-Sell Trust Deed to ensure that the shares will be distributed to the remaining shareholders. And the beneficiaries will get paid the value of the distributed shares.
Keyman Insurance Plans Malaysia
Keyman Insurance Policy Plans Malaysia
- 10 years Term Life Insurance Policy with 3 different sum assured options.
- Inclusive of Total and Permanent Disability Benefit of the same sum assured.
- This is a model plan for a 30 years old Male Keyman in a Company or Business
- Contact AIA Insurance Agent Levine Lee for a Custom Quote.
Contact Rockwills Franchisee and Estate Planner Levine Lee
Rockwills franchisee Levine Lee is available to advice, guide and plan your estate administration needs. Whether its will writing services or trustee services.
You can call or WhatsApp to Rockwills franchisee Levine Lee at +6012-684-0948 or send in the form below. She will get touch with you based on your request in the form.
Request for Estate Planning Advice / Quotation
- AIA SME Platinum - 21 March 2023
- Group Insurance Plans - 16 March 2023
- AIA Group Hospitalisation Claims Submission - 9 March 2023
