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华宝信托首单遗嘱信托落地 创新推出“法律+公证+信托”服务模式
Zheng Quan Ri Bao Wang· 2025-11-21 06:17
Core Insights - The trust industry is accelerating the exploration of innovative service models driven by the aging population and the increasing inheritance needs of high-net-worth individuals [1][2] - Huabao Trust, in collaboration with Beijing Yingke (Chengdu) Law Firm and Chengdu Zhongda Notary Office, has established the "Weixian No. 001 Will Trust" to address complex legal relationships in inheritance planning [1] Group 1: Innovative Service Model - The "Weixian No. 001 Will Trust" addresses complex family structures, including unregistered adoption relationships and the protection of minor children's assets, which could lead to asset dispersion if handled through statutory inheritance [1] - The collaboration between Huabao Trust, law firms, and notary offices aims to provide a "legal + notarization + trust" service model, achieving comprehensive management of inheritance planning through standardized processes and personalized design [1] Group 2: Standardization and Flexibility - The core innovation of the model lies in the "standardized framework + flexible execution mechanism," which standardizes the foundational content of wills, estate management agreements, and trust contracts [1] - This approach creates a full-process standard service covering will establishment, estate delivery, and trust operation while retaining flexibility in management and disposition to meet diverse client needs [1] Group 3: Unique Value Proposition - The project highlights the unique value of the trust system in wealth management, providing a solution for inheritance planning amidst complex family backgrounds [2] - With the continuous upgrade of inheritance planning needs and the improvement of legal systems, will trusts are expected to become a significant business category in service trusts, offering a multi-dimensional protection system for personal wealth inheritance [2]