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What Are The Benefits of the ICEA LION Milele Trust?

Orderly means of administering your personal and financial affairs

Our Trust provides an orderly means of administering your personal and financial affairs should you become incapacitated, or upon your unfortunate demise. This also provides a smooth and simple method to transfer your funds, property and assets to your intended beneficiaries in an unbiased and independent way.

Professional Investment advice

As Corporate Trustees and as part of a leading financial services group, we offer investment advice at the time you set up the Trust, to ensure that the investment decisions we make on your behalf deliver on your objectives. It is worth noting that your funds are invested with a Registered Fund Manager ensuring long term returns.

Smooth Transition

Your funds, property and assets that are held in your Trust do not go through probate meaning that when you pass on, your beneficiaries do not have to go to court for your funds, property and assets to be distributed. With a will, you might be subjected to probate.

Easy Set up

Our Trust provides an orderly means of administering your personal and financial affairs should you become incapacitated, or upon your unfortunate demise. This also provides a smooth and simple method to transfer your funds, property and assets to your intended beneficiaries in an unbiased and independent way.

Affordablilty

The Trust is affordable as we offer professional services charged at 1% of the value of the fund (your funds, property and assets) per annum. There are no joining charges nor minimum fee.

Designation of funds according to your wishes

It will assure that funding is available for specific needs such as education, healthcare or charitable interests, as specified in your Trust Deed and Rules (TDR).

Protected from creditors claims

Your funds, property and assets placed under our ICEA LION Milele Trust Fund are protected from creditors claims.

Tax exemption

When you set up a charitable tax you can apply for tax exemption.

Peace of mind

Your ICEA LION Milele Trust Fund, under our Trusteeship, gives you the peace of mind to know that in the event the unexpected happens, your legacy is protected and preserved for your loved ones

What Assets Can Be Held In A Trust?

How Do I Get Started?

It’s very simple! You can either click the button below

Or visit any of our offices across Kenya to engage us. We will request you to provide us with your written instructions known as Grant Letters on how to deal with your funds, property or assets in the unfortunate event of your incapacitation or untimely demise.

What other important information should I know about ICEA LION’s Trusts?

Visit our Knowledge base to get comprehensive information on our Trust and more.

What Other Types Insurance Does ICEA LION Have?

Investment done
right

For a little as Kes 500/- and with the right partner to back you up, the only way for your investments is up

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If you would like to talk to us in person, you can call us on +254 719 071 999 or request a call back by clicking here.