Rockwills Will Writing and Trust

What Rockwills Will Writing and Trust does

Rockwills Will Writing and Trust is a Malaysian estate planning services firm established in 1995, operating under parent/franchisor entity Top Group Life Planning Sdn Bhd (company registration 201801022453) with Top Wealth Master Sdn Bhd as a licensed franchisee (License Code 31307003). It provides professional will writing, trust formation and estate administration services to Malaysian consumers and business owners, with physical offices in Petaling Jaya (headquarters, B-7-3A PJ8 Office Suites) and Penang (Prima Tanjung Business Center, Tanjung Tokong). The group is led by Johari Low as Group Chairman of ROCKWILLS CORP Sdn Bhd, with an advisory panel fronted by S.H. Lau (Chief Advisor, 21+ years of experience), L.T. Lau and Y.X. Tan; the firm claims 420,000+ wills written over its operational history.

The service portfolio spans three core lines: Will Writing (legal document drafting supported by in-house legal advisors, secure custody with biometric protection, barcoded custody cards and a personal assets inventory booklet); Trust Services (Buy-Sell Trust for business succession, Declaration Trust for lifetime asset protection with Rockwills Trustee as backup, Insurance Trust to govern insurance proceeds, and Private Purpose Trust for specific beneficiaries including special needs dependents); and Estate Administration Services including Prepaid Gold and Silver executor packages under Rockwills Trustee Berhad. The underlying operating system is a proprietary advisor-led methodology rather than a software platform — clients engage via in-person consultation at branch offices or by phone (019-338 2829, 017-878 3752), and the custody layer uses physical secure storage with digital identification codes rather than a consumer-facing SaaS product.

Revenue is generated through a mix of one-time service fees (will drafting, trust setup, estate administration mandates) and ongoing recurring fees (custody storage, trustee administration, prepaid package retainers). Customer acquisition combines direct-to-consumer outreach through branches and phone consultation with a franchise/REP channel that recruits estate planners, financial advisors, insurance agents and accountants as network partners. The firm serves diverse segments including the general Malaysian public, ultra-high-net-worth families requiring complex succession structures, families with special needs dependents, business owners needing buy-sell arrangements, and parents of minor children. Pricing is described as "reasonable and affordable" but is not publicly disclosed on the website.

Name

Rockwills Will Writing and Trust

Legal name

Top Group Life Planning Sdn Bhd

Website

https://rockwillstrust.my

Company type

Private

Founded year

1995

Operating status

Operating

Headcount range

1–10 employees

Short description

Rockwills Will Writing and Trust is a Malaysian estate planning firm founded in 1995 that delivers professional will writing, trust services, and estate administration to individuals and business owners across Malaysia via branch offices and a franchisee/REP network, with 420,000+ wills written.

Ownership category

akta.pro rank

NAICS

Legal Services (5411), Trusts, Estates, and Agency Accounts (52592)

SIC

Services-Legal Services (8111)

akta.pro primary industry

Estate Planning, Trust Structuring & Governance (FSAAADAF)

akta.pro secondary industries

Estate & Legacy Planning Advisory (FSAEAAAG), Directed Trust & Trust Advisory Services (FSAAANAK), Trust & Estate Tax Planning & Compliance (FSAEAKAE), Special Needs & Supplemental Needs Trust Services (FSAAANAJ)

Keywords

• Will writing services
• Estate planning services
• Trust administration
• Succession planning
• Asset protection planning

Headquarters

HQ city

Petaling Jaya

HQ country

Malaysia

HQ region

Asia

Offices3 records

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Infrastructure, Technology or R&D

Revenue model

1. Will Writing Services: One-time fees for professional will drafting services, including comprehensive will-writing with legal advisor support, custody services, and digital identification codes for each will.
2. Trust Services: Fees for establishing various trust structures including Buy-Sell Trust, Declaration Trust, Insurance Trust, and Private Purpose Trust. These are typically one-time setup fees plus ongoing trustee administration fees.
3. Estate Administration Services: Executor appointment services for estate distribution. Includes Prepaid Gold/Silver packages for estate administration cost hedging. Revenue from professional estate administration and executor services.
4. Custody Services: Secure will custody services with special barcoded custody cards and personal assets inventory booklet. Additional service revenue from document storage and retrieval.

Go-to-market motion2 records

Distribution channels3 records

Marketing channels5 records

Core offering

Rockwills is a Malaysian estate planning firm that drafts and executes wills, establishes various trust structures, and administers estates on behalf of clients. The firm provides professional will-writing services with in-house legal advisors, secure custody of wills, and trust services spanning Buy-Sell, Declaration, Insurance, and Private Purpose trusts, plus ongoing estate administration through its licensed trustee company Rockwills Trustee Berhad. Services are delivered through direct branch offices and a franchisee/REP network operating under Top Group Life Planning Sdn Bhd.

Product overview

Rockwills Will Writing and Trust operates as a comprehensive estate planning service provider in Malaysia, established since 1995. The company offers a multi-product portfolio centered around three core services: Will Writing (legal documentation with custody services), Trust Services (including Buy-Sell Trust, Declaration Trust, Insurance Trust, and Private Purpose Trust), and Estate Administration Services. Additional support services include Custody Service for secure Will storage and Personal Assets Inventory Booklet. The company positions itself as a full-service estate planning firm with in-house legal advisors and over 420,000 wills written, serving clients from individuals to high-net-worth families requiring complex succession structures.

Differentiator

Problem solved

Functional benefit

Quantifiable outcome

• 420,000+ wills written since establishment in 1995
• +2 more outcomes

Named customers3 records

Segments5 records

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Two partnerships are on record, tiered core.

• Top Group Life Planning Sdn BhdcoreOthersParent company and franchisor of Rockwills estate planning services. Company registration: 201801022453. All rights reserved copyright holder for Rockwills brand.
• Top Wealth Master Sdn BhdcoreChannel Partner/ Reseller/ DistributorFranchisee/REP operating Rockwills services under License Code: 31307003. Primary contact for franchise operations.

Scale indicators5 records

Recent moves6 records

Expansion highlights5 records

Broad incumbents

• CIMB Trustees Berhad: Trustee subsidiary of CIMB Group, providing trust and estate administration services in Malaysia. Comparable as a fiduciary services provider, though positioned within a larger banking group's diversified product suite rather than as a specialist.
• Affin Trustees Berhad: Trustee arm of Affin Bank Group providing trust and executor services in Malaysia. Comparable to Rockwills' trust services segment but operating as part of a banking group rather than an independent specialist.
• Standard Chartered Trustees Malaysia: Trustee operations of Standard Chartered Bank in Malaysia, offering estate and trust services. Comparable in fiduciary mandate focus but embedded within a global bank's broader wealth management franchise.
• Amanah Raya Berhad: Malaysia's largest government-linked trustee company, offering estate administration, will writing, and trust services nationwide. Directly comparable to Rockwills as a full-service estate planning and trustee provider, but with much broader scale and state backing.
• RHB Trustees Berhad: Trustee arm of RHB Banking Group providing trust, executor, and estate administration services in Malaysia. Comparable as a fiduciary competitor serving similar HNW and family-wealth clients.
• PB Trustee Services Berhad: Trustee subsidiary of Public Bank Berhad, providing will-related trustee and executor services. Overlaps with Rockwills' core trust and estate administration offerings within the Malaysian market.
• Public Trustee Malaysia (Jabatan Amanah Raya): Government department historically providing executor and trustee services to the Malaysian public. Directly comparable to Rockwills' estate administration and trustee mandate services, with broader statutory reach but less commercial specialisation.
• Maybank Trustees Berhad: Bank-owned trustee arm of Malayan Banking Berhad, offering trust, executor, and estate administration services. Comparable to Rockwills as a Malaysian fiduciary services provider, but operating as part of a larger banking group's broader portfolio.

Direct peers

• Asian Trustees Berhad: Malaysian trust services company providing trustee, executor, and estate administration services. Closely comparable to Rockwills' trust and estate administration business, serving HNW individuals and business owners in Malaysia.

Emerging players

• MyLegacy (MyWill Malaysia): Digital-first Malaysian will-writing platform offering online will creation and basic estate planning. Comparable to Rockwills' will writing core product but positioned as a tech-led challenger serving mass-market consumers at lower price points.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/rockwills-will-writing-and-trust

Revenue estimate

Valuation estimate

Number of profiles

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 Will Writing and Trust