WillKey is now a financial solutions partner of SmartFinance.my, FPAM’s public education platform.
FPAM’s SmartFinance.my is a platform is to encourage the public to seek assistance from licensed financial planners for personal financial management and planning. Through the partnership, members of the public and financial planners will both benefit from the purchase of WillKey’s services via SmartFinance.my.
WillKey™ offers a centralised registry that serves as a platform for testators, lawyers and Will writing service providers to register and or store their Wills or their clients’ Wills, to make the search process for a Will more effective when the Will is needed. This enables predetermined persons such as lawyers, executors or next-of-kin to access information on a particular Will or retrieve it conveniently and without hassle, so the wishes of the testator can be carried out without delay.
MWD Wills Depository, which owns WillKey™, was established in 2017 by a team of active lawyers who saw a need for a centralised Will registry in Malaysia.
“In general, people engage the services of a financial planner to ensure financial security and also provide well for the needs of their loved ones after they have passed on. However, while it is well known that having a Will made is key to ensuring a smooth transfer of assets to our heirs, few are aware of their options when it comes to the safekeeping of a Will. Through this partnership with FPAM, we aim to create and improve awareness on how Will registration, storage and search plays a role in the efficient management of assets,” said Sheila De Costa, Director of MWD Wills Depository Sdn Bhd.
“At FPAM, we believe that a good financial planner is always alert to new services on the market that can improve the financial planning process, and in turn, share this information with clients. We are cognisant that in a good asset management system, it is important to not just have a Will, but to have a Will that is safely stored and easily accessible to approved persons when needed. We are pleased to collaborate with WillKey to create awareness on the role of Will registration, storage and search in the financial planning process and hope that members of the public and financial planners registered on SmartFinance.my will take the opportunity to become early adopters and enjoy the incentives offered,” said Linnet Lee, Chief Executive Officer of the Financial Planning Association of Malaysia.
MWD Wills Depository Sdn Bhd and FPAM signed a Memorandum of Understanding (MoU) for a two-year collaboration to offer discounts and incentives through the Smartfinance.my platform to both Licensed Financial Planners and members of the public for WillKey’s Will Registration, Premium Storage (Lifetime) and Sealed Storage (Lifetime) services.
For more detailed information on the new programme, please visit https://smartfinance.my
To find out more about WillKey and for a comprehensive list of its services and subscription fees, visit http://www.mywillkey.com.