Secure Trust Client Testimonials – Jason Chan

Why I Chose Secure Trust: A Client’s Perspective

In this candid testimonial, Jason Chan shares his personal journey in estate planning and why he ultimately chose Secure Trust by CNB Amanah to protect his family’s future.

The Challenge: Fear of Frozen Assets

Like many Malaysians, Jason was concerned about what would happen to his bank accounts if he were to pass away unexpectedly. He realized that:

• Wills take time: A standard Will can take months to go through the probate process.
• Families need cash: During that legal waiting period, his family would still have bills to pay but no access to his frozen funds.

The Solution: Instant Liquidity

Jason explains that Secure Trust offered the perfect solution to this “liquidity gap.” By setting up a dedicated Cash Trust, he ensured that:

“It’s not just about leaving money behind; it’s about making sure that money is actually accessible when my family needs it most. Secure Trust gave me that peace of mind.”

Key Benefits Highlighted by Jason:

• Speed: Funds are available immediately upon proof of death or TPD (Total Permanent Disability).
• Simplicity: The setup process with CNB Amanah was straightforward and transparent.
• Security: knowing his emergency fund is protected by a licensed Trust Company.