Welcome To CSK Advisory
B-3-10 Seri Gembira Avenue, Kuala Lumpur. enquiry@cskadvisory.com.my

Office Address

  • B-3-10 Seri Gembira Avenue, No. 6 Jalan Senang Ria, Taman Gembira, 58200 Kuala Lumpur.
  • enquiry@cskadvisory.com.my
  • +603-7498 1237
    +6012-260 8433
    +6012-290 8433

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Will & Private Trust Services

Ensure Smooth Wealth Distribution & Protect Your Loved Ones — Without Delays, Disputes, or Risk.

A Will and Private Trust helps ensure that everything you have built is transferred smoothly, fairly, and legally to the people you care about. With CSK Advisory, your estate planning is structured through trusted partners like RHB Trustees, ensuring strong legal protection and clear distribution instructions.

This service is ideal for families, parents with minors, business owners, and anyone who wants complete financial clarity for the next generation.

What This Service Covers

Will Drafting (Standard or Comprehensive)

Clear instructions for how your wealth, property, insurance payout, and personal assets should be distributed.

Private Trust Setup

Your assets, insurance payout, or funds are placed under a trust so that:
  • Beneficiaries receive funds even if they are too young
  • Money is protected from misuse
  • Distribution follows your instructions 100%
  • Funds are released gradually or based on conditions (e.g., education, milestone payouts)

Executor & Trustee Appointment

As the professional executor — no delays, no disputes among family members.

Insurance Trust (recommended)

Your policy payout goes DIRECTLY into a trust — faster, safer, and protected from debt/claims.

WHO NEED THIS SERVICE?

Who Needs This Service?

Parents with young children
Individuals with aging parents
Business owners
High earners with property + insurance
Anyone who wants problem-free inheritance for their family

Common Pain Points This Solves

Without Will & Trust

  • Frozen accounts
  • Family disputes
  • Long legal processes (2–5 years)
  • Children cannot receive funds
  • Assets may not go to the correct person
  • Businesses become stuck due to shareholder complications

With CSK Advisory’s Will & Private Trust

  • Smooth wealth transfer
  • Funds released on time
  • Zero family disputes
  • Immediate support for children & dependents
  • Full legal protection
  • Clear instructions carried out by professionals

Case Studies

CASE STUDY 1

Parents With Underage Children

Before:
  • Frozen accounts
  • Family disputes
  • Long legal processes (2–5 years)
  • Children cannot receive funds
  • Assets may not go to the correct person
  • Businesses become stuck due to shareholder complications
With Will & Private Trust:
  • Trustee releases monthly allowance
  • Education fees paid directly from trust
  • Funds protected from misuse
  • Family’s living expenses stabilized
CASE STUDY 2

Business Owner

Before:
  • No Will / Trust
  • Shares stuck during probate
  • Business partners cannot make decisions
  • Company suffers losses
With Will & Trust:
  • Clear shareholder instructions
  • Buy-sell agreement activated
  • Business continues smoothly
  • Family receives agreed compensation
CASE STUDY 3

Elderly Parents Left Behind

Before:
  • Parents lose income support
  • Bank accounts frozen
  • They depend on relatives
  • Medical bills become a burden
With Will & Trust:
  • Monthly allowance paid automatically
  • Medical expenses covered
  • No risk of financial abandonment
Scenario
Without Planning
With CSK Will & Trust
Child expenses
No access to payout
Monthly allowance ensured
Spouse
Financial stress
Structured financial support
Probate
2–5 years delay
Immediate trustee execution
Business
Partner conflict
Smooth buy-sell activation
Elderly parents
No income
Guaranteed monthly payout

What Goes Into a Trust

Property
Cash & savings
Insurance payout
Education fund
Children’s allowance
Business shares
Easy process. Clear guidance. Legally protected. Your loved ones deserve a future without uncertainty.
Book Your Private Consultation