Adding Legal Guardians and Testamentary Trusts
The system allows for the inclusion of legal guardians and testamentary trusts:
1. Navigate to the "Legal Guardians and Testamentary Trust" section
2. Specify legal guardians as needed
3. For a testamentary trust, use the specific identifier provided
4. Determine who will receive the trust
A testamentary trust can be used in conjunction with providing for beneficiaries. If a beneficiary is also a legal
guardian, this can be specified. If you wish to purchase a testamentary trust service, you may need to generate a new
will, as the trust will be included in the will document.
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Frequently Asked Questions
Q: Can I appoint legal guardians for minor children?
A: Yes, there is functionality to specify legal guardians within the system.
Q: How do I set up a testamentary trust?
A: You can set up a testamentary trust using a specific identifier. You will need to specify the recipients of the
trust. Purchasing trustee services for a testamentary trust may require generating a new will.
Q: Can a beneficiary also be a legal guardian?
A: Yes, the system allows you to designate a beneficiary as a legal guardian.
Q: Does the spouse automatically become the Legal Guardian by default?
A: No. In the context of the Will, the spouse does not automatically assume the role of Legal Guardian. You must
explicitly appoint them in the system.
Correct Action: Enter the Spouse’s name as the 1st Guardian, and list other candidates as the 2nd and 3rd Guardians.
问 ：配偶（太太/丈夫）会自动成为法定监护人（Legal Guardian）吗？ 答： 不会。在遗嘱规划中，配偶并不会自动成为法定监护人。您必须在系统中明确委任。正确操作： 请将配偶列为第一监护人 (1st
Guardian)，并将其他替补人选列为第二及第三监护人。
Q: Under "Children’s Maintenance Fund," do I enter the amount per child or the total for all children? A: You must enter
the cumulative total for all children. Example: If the allocation is RM1,000 per child and the testator has 2 children,
you must enter RM2,000 as the total fund needed.
问：在“孩子抚养费”（Children’s Maintenance Fund）一栏，是填写一个孩子的费用，还是所有孩子的总数？ 答： 您必须填写所有孩子的总金额 (Cumulative Total)。例子： 如果计划给每个孩子
RM1,000，而立遗嘱人有 2 位孩子，您必须在系统中输入 RM2,000。
Q: If I select "Monthly Payment" as the mode of distribution, who holds the funds? A: It depends on who is appointed as
the Trustee/Executor:
- Corporate Trustee: The Corporate Trustee will claim the insurance payout, hold the lump sum, and distribute the
monthly allowance to the Guardian until the funds are exhausted.
- Individual Executor: The lump sum is paid directly to the Executor. The Executor is then personally responsible for
holding the funds and distributing them monthly according to the instructions in the Will.
问：如果选择“按月支付”（Monthly Payment），这笔资金由谁保管和分发？ 答： 这取决于您委任了谁作为受托人/执行人：
- 信托公司 (Corporate Trustee)： 信托公司将领取保险赔偿金并保管总额，然后按月将指定的生活费转入监护人的户口，直到款项用完为止。
- 个人执行人 (Individual Executor)： 赔偿金将一次性支付给个人执行人。该执行人有责任保管这笔钱，并根据遗嘱中的指示，按月分发给监护人。
Q: If the spouse is the 1st Executor and a Corporate Trustee is the 2nd, can the spouse pass the duty to the Corporate
Trustee later? A: Yes, the spouse can step down and allow the Corporate Trustee to take over. However, the spouse must
officially renounce their executorship. Important: This renunciation must be done before applying for the Grant of
Probate.
问 ：如果配偶是第一执行人，信托公司是第二（替补）执行人，将来配偶可以将职务转交给信托公司吗？ 答： 可以，配偶可以退位并让信托公司接手。但是，配偶必须正式签署文件放弃 (Renounce) 执行人资格。
- 重要提示： 此放弃手续必须在申请遗嘱认证 (Grant of Probate) 之前完成