SERVICES

Executor Services

The professional gets the job done right

The role and legal burden of an executor in a will is both important and onerous.  He or she functions as the representative of the deceased, to ensure that the deceased’s wishes is fully carried out.  The usual persons appointed as executors are the spouse or partner of the deceased, the eldest child or the child deemed responsible or equipped to handle the task at hand.  Professionals such as solicitors or accountants are also good candidates to be executors.

Professional Executor Services

In the case of the expatriate residing in Malaysia for a reasonable period of time, having a professional experienced in execution of estates from HERITANCE WILLS acting as the executor is the wiser and practical appointment for the following reasons:

  • expat couples who travel together and appoint each other as executor bear the risk that if both demise at the same time,  the estate is left with no executor;
  • expats working in Malaysia on a work visa may have their spouse and children residing overseas, hence impractical for execution at a time of great grief;
  • expats appointing their other expat friends may need to revise their will time and again in  the light of the transient nature of such residence among themselves;
  • MM2H visa holders who are retirees usually have adult children overseas who are indisposed to handle the execution of their parent’s estate thousands of miles away from their job or business.

 

Executor Advisory Services

As the role of an executor is many and varied  from arranging the funeral to interpreting the will, to identifying and collecting assets, to distributing inheritances, and to acting as a trustee for long term trusts; it may be too overwhelming for the lay executor who is grieving the lost of a loved one.  

Our professional executor advisory services at HERITANCE WILLS can help with, among other things, the following:

  • Advising on the proper construction of the will;
  • Advising on executor’s legal duties;
  • Advising on the court application for probate;
  • Assisting in the location and transfer of assets to beneficiaries;
  • Assisting with the appointment of lawyers to collect  debts owed to the estate;
  • Assisting with the appointment of lawyers to make or defend claims for or against the estate; and
  • Assisting with the appointment of tax or accounting professionals to comply with the estate’s tax obligations
To engage our professional executor
or advisory services

Our 3Cs Process

So how do you go about drawing up your will?   Our answer is 3Cs.

At HERITANCE WILLS, we make the will writing process simple and easy for you. Our preliminary steps shall ensure that you are sufficiently guided as to how to start and complete your wills within a week from receipt of full information from you, as some of our clients have attested to in our REVIEWS page. We discourage prolonging the process for longer than necessary as we do recognize that drawing up a will may be an emotional exercise for some, hence getting it done fast and getting it done right is our assurance to you

Checklist

You shall be furnished with our Checklist to start off. This Checklist contains questions about your personal information which you will find easy to prepare. Then, one of our team members shall get in touch with you, preferably via email to ensure that all questions from you on our Checklist are attended to. If you have any questions on our Checklist, it shall be addressed by our Legal Consultants or complex questions by our Principal Legal Consultant. Up to this point, our services are complimentary.

Consultation

After receiving from you a completed Checklist, we offer a Consultation date in order for us to appreciate your personal circumstances in more detail which allows us to tailor made our advice accordingly. We charge a fixed fee for the consultation but this fee shall be set off with our retainer cost if you appoint us to proceed; hence the consultation fee is then part of the package.

Should you decide not to proceed after the consultation, we are happy to have provided you with the legal advice to plan your estate, and perhaps when the time is right for you, we hope to be of service later on. Should you decide to proceed, which more than 99% of our clients after consultation decide to do, you shall be asked to sign our Retainer to appoint HERITANCE WILLS. You have full control over what you decide to do after the consultation.

Completion

Our team gets down to drawing up your will or wills. On your approval of the will, we shall set an appointed date and time for you to execute your will. If this execution is at our office, then we shall provide the witnesses to your will. Once signed by all parties, and depending on the relevant jurisdiction, your will is then completed.

A final task is for you to decide where your original will is to be stored. Find out more about our WILLSAFE storage services here

WORKING EXPATS’ EPF PROTECTION

We provide complimentary consultations to protect the above.

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