Estate Planning templates for Malaysia
Browse all 41 free estate planning legal templates for Malaysia. Download as PDF or Word.
Wills & Testaments
Amanah Raya Nomination (Malaysia)
An Amanah Raya Berhad Nomination form for Malaysia under the Public Trust Corporation Act 1995, nominating ARB as executor or trustee of a will, estate, or trust. Suitable for both Muslim and non-Muslim asset owners seeking professional estate administration in Malaysia.
Codicil to Will (Malaysia)
A Codicil to an existing Will, allowing a testator to amend, add to, or revoke specific provisions of their Will without rewriting the entire document. Governed by the Wills Act 1959 (Act 346) for Peninsular Malaysia, or the applicable Wills Ordinance for Sabah and Sarawak. Must be executed with the same formal requirements as the original Will — signed and witnessed by two independent witnesses.
Deed of Variation (Malaysia)
A Deed of Variation (also called a Deed of Family Arrangement) for Malaysia that allows non-Muslim beneficiaries to redirect their inheritance entitlements under a Will or intestacy to other persons. Governed by the Wills Act 1959 and the Distribution Act 1958, with stamp duty implications under the Stamp Act 1949.
EPF Nomination Form (Malaysia)
An EPF (Employees Provident Fund) Nomination Form for Malaysia that designates beneficiaries to receive EPF savings upon the member's death under the Employees Provident Fund Act 1991 (Act 452). EPF savings pass outside faraid and probate to nominated persons or Amanah Raya for Islamic estate distribution.
EPF Withdrawal (Death of Member) (Malaysia)
An EPF Death Withdrawal application form for Malaysia assisting the nominee or next of kin in claiming the deceased EPF member's savings under Section 74 of the Employees Provident Fund Act 1991 (Act 452). Covers nominated persons, Amanah Raya claims, and minor beneficiary procedures.
Faraid Certificate (Malaysia)
A Faraid Certificate application and supporting document for Malaysia that assists Muslim heirs in determining their entitlement to a deceased Muslim's estate under Islamic inheritance law (faraid). Used in conjunction with the Distribution Act 1958 (as amended) and Syariah court proceedings.
Guardian Appointment in Will (Malaysia)
A Guardian Appointment clause and supporting document for inclusion in a Malaysian Will that names a guardian for minor children under the Guardianship of Infants Act 1961. Specifies the guardian's authority, any limitations, and successor guardians, with both Muslim and non-Muslim provisions.
Harta Sepencarian Declaration (Malaysia)
A Harta Sepencarian Declaration for Malaysia that documents a Muslim married couple's jointly acquired matrimonial property (harta sepencarian) under Islamic family law. Used in Syariah court proceedings and estate distribution to distinguish joint marital property from individual faraid inheritance shares.
Letter of Wishes (Malaysia)
A non-binding Letter of Wishes for Malaysia addressed to trustees or executors, setting out the testator's personal intentions for the distribution of discretionary trust assets or estate. Commonly used alongside a will or Amanah Raya Berhad trust arrangement.
Revocation of Will (Malaysia)
A formal Revocation of Will document for Malaysia that cancels and voids a previously executed will under the Wills Act 1959. Compliant with Malaysian probate law and suitable for both Muslim and non-Muslim testators. Includes attestation requirements and declaration of intent.
Settlement of Estate (Malaysia)
A Settlement of Estate document for Malaysia that records the agreed distribution of a deceased person's estate among beneficiaries following probate or letters of administration under the Probate and Administration Act 1959. Confirms each beneficiary's receipt of their share and releases the executor from further liability.
Wasiat (Islamic Will) Malaysia
A Wasiat (Islamic Will) for Muslim testators in Malaysia compliant with Islamic law (Hukum Syarak) and state Administration of Islamic Law Enactments. Governs testamentary dispositions up to one-third of the estate to non-heirs, with reference to faraid inheritance rules.
Last Will and Testament (Non-Muslim, Malaysia)
A Last Will and Testament for non-Muslim Malaysian citizens and permanent residents, governed by the Wills Act 1959 (Act 346). Appoints an executor, distributes the testator's estate to named beneficiaries, appoints a guardian for minor children, and nominates a trustee for children's shares. Compliant with the formal execution requirements of Section 5 of the Wills Act 1959.
Last Will and Testament (Sabah & Sarawak)
A Last Will and Testament for non-Muslim residents of Sabah and Sarawak, governed by the Wills Ordinance (Sabah Cap. 158) and the Wills Ordinance (Sarawak Cap. 158) respectively. Appoints an executor, distributes the estate to named beneficiaries, and appoints a guardian for minor children. Compliant with the formal execution requirements of the applicable East Malaysian ordinance.
Trusts
Charitable Trust Deed (Malaysia)
A Charitable Trust Deed for Malaysia that establishes a formal trust for charitable, educational, religious, or public benefit purposes under the Trustee Act 1949 and the Societies Act 1966. Enables perpetual charitable giving, tax exemption under Section 44(6) of the Income Tax Act 1967, and structured philanthropic legacy.
Declaration of Trust (Malaysia)
A Declaration of Trust for Malaysia by which a legal owner of property declares that they hold it on trust for the benefit of named beneficiaries under the Trustee Act 1949 and civil equity principles. Commonly used for property held on behalf of family members, business associates, or minor children.
Discretionary Trust (Malaysia)
A Discretionary Trust deed for Malaysia under the Trustee Act 1949, giving trustees full discretion over distributions of income and capital among a class of beneficiaries. Suitable for family wealth protection, special needs planning, and business succession in Malaysia.
Hibah Trust (Malaysia)
A Hibah Trust declaration for Malaysia combining Islamic hibah (gift) with a trust structure under the Trustee Act 1949, used by Muslim asset owners to transfer assets to beneficiaries during their lifetime while retaining management control through a trustee or Amanah Raya Berhad.
Insurance Trust Nomination (Malaysia)
An Insurance Trust Nomination form for Malaysia that appoints a trustee to hold life insurance policy proceeds on trust for named beneficiaries under Section 23 of the Civil Law Act 1956. Protects insurance proceeds from estate creditors and enables direct distribution outside faraid and probate.
Living Trust (Malaysia)
A revocable Living Trust (inter vivos trust) for Malaysia under the Trustee Act 1949, allowing a settlor to transfer assets to a trustee during their lifetime for management and distribution to named beneficiaries, avoiding probate delays at the High Court of Malaya.
Takaful Nomination for Estate (Malaysia)
A Takaful Nomination for Estate planning purposes in Malaysia under Section 142 of the Islamic Financial Services Act 2013 (Act 759). Designates nominees to receive Takaful certificate proceeds as pemegang amanah (executor) for Islamic estate distribution under faraid for Muslim policyholders.
Trust Termination Deed (Malaysia)
A Trust Termination Deed for Malaysia that formally brings an existing trust to an end, distributes trust assets to beneficiaries, and releases the trustee from further obligations under the Trustee Act 1949 (Act 208). Applies the rule in Saunders v Vautier as recognised in Malaysian equity law.
Trustee Appointment (Malaysia)
A Deed of Appointment of Trustee for Malaysia under the Trustee Act 1949, appointing a new or additional trustee to an existing trust. Includes acceptance of trusteeship, vesting of trust assets, and compliance with Trustee Act 1949 requirements.
Trustee Removal (Malaysia)
A Deed of Retirement and Removal of Trustee for Malaysia under the Trustee Act 1949, documenting the retirement or removal of a trustee from an existing trust and the vesting of trust assets in the remaining or new trustees.
Unit Trust Declaration (Malaysia)
A declaration of trust over unit trust investments in Malaysia, confirming that the legal holder holds units on trust for beneficial owners. Used for estate planning, nominee arrangements, and ensuring unit trust proceeds pass to intended beneficiaries under the Trustee Act 1949.
Wakaf Deed (Malaysia)
A Wakaf Deed for Malaysia that formally dedicates property as a perpetual Islamic endowment (wakaf) for charitable, religious, or public benefit purposes. Governed by state Islamic Religious Council enactments and the Wakaf (State of Selangor) Enactment 1999 model. Administered by Majlis Agama Islam of the relevant state.
Estate Administration
Assent to Legacy (Malaysia)
A formal Assent to Legacy for Malaysia by which the executor or personal representative confirms that a specific asset or legacy under a will has been appropriated to a named beneficiary. Governs the vesting of real property, shares, or personal property from the deceased's estate to the legatee under the Probate and Administration Act 1959 and National Land Code 1965.
Beneficiary Release (Malaysia)
A Beneficiary Release and Discharge deed for Malaysia by which a beneficiary acknowledges receipt of their inheritance or trust distribution and releases the executor or trustee from all further claims under the estate or trust. Used upon completion of estate administration under the Probate and Administration Act 1959.
Donatio Mortis Causa (Malaysia)
A Donatio Mortis Causa (gift in contemplation of death) declaration for Malaysia. Documents a conditional gift of personal property made by a donor in contemplation of imminent death, which takes effect on death but may be revoked during the donor's lifetime. Recognised by the High Court of Malaya under Malaysian equity and common law.
Estate Account Statement (Malaysia)
A formal Estate Account Statement for Malaysia that records all assets, liabilities, income received, expenses paid, and the final balance available for distribution to beneficiaries. Required under the Probate and Administration Act 1959 to document the personal representative's administration of a deceased's estate and to account to beneficiaries.
Estate Distribution Agreement (Non-Muslim, Malaysia)
An Estate Distribution Agreement for non-Muslim beneficiaries in Malaysia that documents the agreement of all beneficiaries on how the deceased's estate is to be distributed, whether under the Distribution Act 1958, a will proved under the Wills Act 1959, or the Small Estates (Distribution) Act 1955. Avoids contested probate proceedings through a consensual distribution arrangement.
Estate Distribution Order (Malaysia)
An Estate Distribution Order for Malaysia used in small estate administration under the Small Estates (Distribution) Act 1955, directing the Land Administrator or court to distribute a deceased person's immovable property and estate among beneficiaries.
Estate Inventory (Malaysia)
A comprehensive Estate Inventory (Form 73) for Malaysia listing all assets and liabilities of a deceased person's estate, required for Grant of Probate and Letters of Administration applications at the High Court of Malaya under the Probate and Administration Act 1959.
Executor Appointment (Malaysia)
An Executor Appointment letter for Malaysia confirming the appointment of a named executor under the Wills Act 1959, with an acceptance of appointment declaration. Used alongside a will to formalise the executor's role and responsibilities before or after the testator's death.
Deed of Family Arrangement (Malaysia)
A Deed of Family Arrangement for non-Muslim estates in Malaysia, enabling beneficiaries to redistribute or vary the distribution of a deceased's estate by mutual agreement, outside or in addition to the terms of a Will or the rules of intestate succession under the Distribution Act 1958. Governed by the Contracts Act 1950, Probate and Administration Act 1959, and the Distribution Act 1958 (Act 300).
Grant of Probate Application (Malaysia)
A Grant of Probate application for Malaysia under the Probate and Administration Act 1959, authorising the named executor to administer the deceased's estate. Includes affidavit of executor, inventory of estate assets, and High Court filing requirements.
Letters of Administration (Malaysia)
A Letters of Administration application for Malaysia under the Probate and Administration Act 1959, appointing an administrator to manage and distribute the estate of a person who died intestate (without a will) or whose executor has renounced probate.
Probate Caveat (Malaysia)
A formal Probate Caveat for Malaysia that prevents the grant of probate or letters of administration being issued without notice to the caveator. Used to protect a legitimate interest in a deceased's estate under the Probate and Administration Act 1959. Lodged with the High Court of Malaya or High Court in Sabah and Sarawak.
Renunciation of Probate (Malaysia)
A Renunciation of Probate (Form NC 7) for Malaysia under Order 71 of the Rules of Court 2012, by which a named executor formally declines to apply for a Grant of Probate and renounces their right to administer the deceased's estate.
Resealing of Probate (Malaysia)
A Resealing of Probate application for Malaysia that enables a foreign grant of probate or letters of administration to be recognised and given legal effect in Malaysia under the Probate and Administration Act 1959. Filed at the High Court of Malaya to administer assets of a deceased person located in Malaysia where probate was obtained abroad.
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