Secure Trust Client Testimonials – Agatha Tan

Why Agatha Tan Chose Secure Trust for Family Protection

In this client feature, Agatha Tan shares her personal reasons for prioritizing liquidity in her estate plan and why she trusts CNB Amanah to safeguard her family’s financial future.

The Hidden Risk: Frozen Assets

Like many responsible planners, Agatha understood that having savings isn’t enough if those savings are locked away. She highlights a critical gap in traditional planning:

• Probate Delays: The realization that even with a Will, her bank accounts would be frozen for months while the courts process the estate.
• Immediate Needs: The concern for her family’s ability to pay for urgent expenses—like funeral costs and daily bills—during that freezing period.

The Solution: Instant Emergency Funds

Agatha found her solution in Secure Trust. By setting up this specialized Cash Trust, she ensured that:

“It’s about making sure my loved ones aren’t just left with assets, but with accessible cash when they need it most. Secure Trust bridges that gap perfectly.”

Experience with CNB Amanah

Agatha commends the team at CNB Amanah for their professional guidance. They helped her navigate the setup process seamlessly, ensuring her trust deed was tailored to her specific wishes and family dynamics.