Rockwills Malaysia

What Rockwills Malaysia does

Rockwills Malaysia is a privately held estate planning company headquartered in Kuala Lumpur that has operated since 1995 as the pioneer and self-described market leader in professional will-writing services in the country. The company delivers will writing, trust services, will custody, estate administration, family business succession planning, Islamic estate planning, foreign will writing, and family office services to Malaysian individuals, families, and business owners. Service delivery is built around a franchise-based distribution model comprising 300+ franchisees and 6,500+ trained Estate Planners nationwide, supported by in-house legal, tax, and financial advisory professionals. Core technology consists of a secure will custody facility with 24/7 monitoring, biometric access, humidity control, and proximity-based disaster safeguards; the rest of the platform is human-advisory driven rather than software-led.

The group operates through four main corporate entities: Rockwills Corporation Sdn Bhd (will writing and franchise operations), Rockwills Trustee Berhad (licensed trust corporation under the Trust Companies Act 1949, managing RM27 billion in assets under trust and 200,000+ executor/trustee appointments), Rockwills Business Solutions Sdn Bhd (adjacent services such as bereavement care, insurance brokerage, and offshore corporate services), and Rockwills Advisory Services Sdn Bhd (Securities Commission-licensed financial planning). Revenue is generated from professional services fees (will writing, estate administration), recurring subscription-like fees (will custody with lifetime storage), managed services (trust setup and administration), franchise fees and royalties, and a corporate trust partnership with Phillip Mutual Berhad (PhillipCapital Group) that extends into unit trust schemes, REITs, bonds, sukuk issuances, custodial services, and escrow services. The company's stated vision is to help 1 million families preserve their legacies, and it reports RM50M+ in shareholders' funds backing the franchise.

Name

Rockwills Malaysia

Legal name

Rockwills Corporation Sdn Bhd

Website

https://rockwillscorp.com

Company type

Private

Founded year

1995

Operating status

Operating

Headcount range

11–50 employees

Short description

Rockwills Malaysia is a Kuala Lumpur-based estate planning company, founded in 1995, that provides will writing, trust services, will custody, and estate administration to Malaysian individuals, families, and business owners through a franchise network of 6,500+ trained Estate Planners.

Ownership category

akta.pro rank

Product category

Estate Planning Services

NAICS

Legal Services (5411)

SIC

Services-Legal Services (8111)

akta.pro primary industry

Family & Private Client (Trusts & Estates) Law (BPAHAAAK)

akta.pro secondary industries

Personal & Family Trust Services (FSAAANAA), Estate & Legacy Planning Advisory (FSAEAAAG), Trust & Estate Tax Planning & Compliance (FSAEAKAE), Estate Planning, Trust Structuring & Governance (FSAAADAF)

Keywords

• Estate planning services
• Will writing services
• Trust services
• Will custody services
• Estate administration

Headquarters

HQ city

Kuala Lumpur

HQ country

Malaysia

HQ region

Asia

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Others

Revenue model

1. Will Writing Services: Professional will writing services provided through network of trained Estate Planners. Revenue generated from service fees for drafting and executing wills.
2. Trust Services: Rockwills Trustee Berhad provides various trust services including private trusts, pet trusts, insurance trusts, buy-sell trusts, and family trusts. Revenue from trust setup and administration fees.
3. Estate Administration Services: Acting as professional executor to carry out Will instructions, distributing assets to beneficiaries after settling debts and liabilities, handling probate applications and court proceedings.
4. Will Custody Services: Fee-based secure storage and retrieval of wills with lifetime custody option.
5. Franchise Fees: Revenue generated from franchise network - franchisees pay for training, support, and use of Rockwills brand and systems to operate their own estate planning businesses.

Pricing tiers

Go-to-market motion1 record

Distribution channels3 records

Marketing channels4 records

Core offering

Rockwills Malaysia provides professional Will Writing, Trust Services, Will Custody, and Estate Administration services to individuals, families, and business owners through a franchise network of 6,500+ trained Estate Planners. The company also offers Family Business Succession Planning, Family Office Services, Islamic Estate Planning, Foreign Will Writing, Offshore Corporate Services, and Corporate Trust Services, supported by licensed subsidiaries Rockwills Trustee Berhad and Rockwills Advisory Services.

Product overview

Rockwills Malaysia operates as a platform of integrated estate planning services organized under several corporate entities. The core offering centers on Rockwills Corporation Sdn Bhd (established 1995) providing Will Writing and franchise-based Estate Planner network, supported by Rockwills Trustee Berhad handling trust and executor services. The portfolio includes Professional Will Writing Services, Will Custody Services (secure document storage), Estate Administration Services (probate and asset distribution), and Trust Services (private, family, insurance, pet trusts). Add-on modules address specialized needs: Foreign Will Writing for overseas assets, Islamic Estate Planning for Muslim clients, Family Business Succession Planning and Family Office Services for multi-generational wealth, and Offshore Corporate Services for international structures. Rockwills Business Solutions provides ancillary services including Bereavement Care, Insurance Brokerage, Legal Advisory, and Tax Planning. Rockwills Advisory Services offers Securities Commission-licensed financial planning. The company also provides a Franchise Business Opportunity enabling agents to join the distribution network.

Differentiator

Problem solved

Functional benefit

Products and services

• Professional Will Writing Services Professional Will-writing services to increase the protection of assets and ensure desires are honoured. Covers asset distribution planning, beneficiary designation, and executor appointment. Offered to Malaysian individuals, families, and business owners through the network of 6,500+ trained Estate Planners.
• Will Custody Services Secure storage and management of original Wills in a 24/7 monitored custody centre with biometric access, humidity control, CCTV monitoring, and proximity to police and fire services. Includes lifetime custody option with no annual renewal hassle and proper record keeping to identify the latest version.
• Estate Administration Services Comprehensive estate management including acting as Executor to carry out Will instructions, applying for probate, settling debts and liabilities, and distributing assets to beneficiaries. Also includes strategic planning covering Wills, Trusts, and asset documentation.
• Trust Services Various trust services including private trusts, pet trusts, insurance trusts, buy-sell trusts, and family trusts. Services cover trust setup, administration, asset protection, and distribution according to settlor's wishes. Provided by Rockwills Trustee Berhad, a licensed Trust Corporation under the Trust Companies Act 1949.
• Foreign Will Writing Specialized service for asset owners with overseas holdings, ensuring compliance with local inheritance and probate laws in different jurisdictions to avoid legal complications and delays in asset distribution. Covers foreign jurisdictions where clients own assets.
• Family Business Succession Planning Strategic planning for family business continuity, addressing ownership transition, next-generation leadership empowerment, and wealth succession to ensure business growth and family harmony. Includes family business succession, management succession, and wealth succession planning.
• Family Office Services End-to-end family office services supporting multi-generational wealth and leadership continuity, including tailored solutions for family business succession, management succession, and wealth succession planning. Targeted at business owners and high-net-worth individuals.
• Family Business Trust A trust structure that protects business while keeping shareholdings within the family, lasting for a period of 80 years. Designed for family businesses seeking long-term ownership continuity.
• Family Foundation A separate legal entity established in Labuan under the Labuan Foundations Act 2010 to hold and manage assets for family benefit, offering protection combining trust benefits with company structure.
• Islamic Estate Planning Shariah-compliant estate planning including Wasiat declarations, Hibah, Wakaf, and other methods compliant with Islamic law for Muslim clients. Addresses the intricacies of Shariah law pertaining to distribution of assets.
• Bereavement Care Services Pre-planning services for funeral costs, burial plots, and resting grounds to spare loved ones from difficult decisions and financial burden during grief.
• Offshore Estate Planning Advisory service for clients owning overseas properties and investments, covering inheritance laws, tax implications, and capital gains considerations across different jurisdictions.
• Offshore Corporate Services Service for setting up offshore companies in various jurisdictions including British Virgin Islands, Mauritius, Hong Kong, Labuan, and others, with investment structure advice.
• Corporate Trust Services Trust services for corporate clients offered through partnership with Phillip Mutual Berhad, including Unit Trust Schemes, Real Estate Investment Trusts, Bonds and Sukuk Issuances, and Custodial Services.
• Insurance Trust Legal arrangement where a life insurance policy is placed under trust instead of individual ownership, with proceeds paid to beneficiaries according to trust instructions upon death.
• Franchise Business Opportunity Franchise opportunity for Estate Planners with training, legal services access, marketing support, and career advancement to Senior Franchisee. Currently has over 300 franchisees across Malaysia with the potential to earn recurring deferred income of up to 6 figures.

Quantifiable outcome

• 320,000+ Wills Written
• +3 more outcomes

Named customers1 record

Segments5 records

Ideal customer profiles5 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature2 records

Partnerships

Two partnerships are on record, tiered core and minor.

• Phillip Mutual Berhad (PMB)coreTechnology or Integration · 1 January 2002Phillip Mutual Berhad, established in 2002 and part of the Singapore-based PhillipCapital Group, is a Malaysian financial services company licensed to distribute unit trust and Private Retirement Scheme (PRS) funds. Rockwills provides corporate trust services in partnership with PMB, offering over 600 unit trust funds and 58 PRS funds. PMB manages approximately RM1.2 billion in assets under management and is part of PhillipCapital Group which manages USD 35-65 billion globally.
• PhillipCapital GroupminorStrategic or Co-development PartnerSingapore-based international financial group with USD 35-65 billion in assets under management globally and RM7.5 billion in client assets in Malaysia. Associated with Rockwills through Phillip Mutual Berhad partnership for corporate trust services.

Scale indicators13 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• Asian Trustees Berhad: Malaysian licensed trust company providing executor, trustee, and estate administration services. Direct competitor to Rockwills Trustee Berhad in the Malaysian trust and fiduciary services market.
• AmTrustee Berhad: Malaysian trust company offering executor, trustee, and estate administration services to individuals and corporations. Competes directly with Rockwills Trustee Berhad for trust appointments and estate administration mandates.

Broad incumbents

• RHB Trustees Berhad: Trustee subsidiary of RHB Banking Group providing executor, trustee, and corporate trust services. Competes with Rockwills in trust administration with the distribution advantage of a major banking group.
• Phillip Mutual Berhad: Existing partner of Rockwills offering unit trust and Private Retirement Scheme distribution. Comparable Malaysian financial services player with overlapping wealth management and corporate trust offerings.
• CIMB Trustee Berhad: Trustee services arm of CIMB Group, one of Southeast Asia's largest banking groups. Provides trust and executor services with cross-border ASEAN capabilities that complement Rockwills' Malaysia-focused offering.
• HSBC Institutional Trust Services (Asia): Asian trust services arm of HSBC providing trustee, custody, and estate administration services to HNW and institutional clients across Asia. Represents the international incumbent competing for cross-border estate planning mandates.
• Maybank Trustees Berhad: Trustee arm of Malaysia's largest bank, offering trust, executor, and estate administration services as part of a broader banking and financial services franchise. Represents the bank-distribution competitive threat to Rockwills' franchise model.

Emerging players

• Equity Trustees: Australian trustee company expanding into Asian markets with private wealth, estate administration, and charitable trust services. Comparable diversified trust and fiduciary business model targeting HNW families.
• WealthCare Advisors: Asia-based wealth advisory firm offering estate planning, family office, and legacy advisory services to HNW clients. Represents emerging specialized competition in the integrated estate planning space where Rockwills competes.

Regional players

• PreceptsGroup International: Formerly Rockwills Singapore Group of Companies, now an independent regional arm providing estate and succession planning in Singapore. Direct peer operating the same service model across the causeway with comparable wills, trusts, and estate administration offerings.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• Facebookfacebook.com/Rockwills888
• LinkedInlinkedin.com/company/rockwillscorp

Compliance2 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles8 records

Subsidiaries4 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Rockwills Malaysia