join as esp

Expanding your advisory services to Estate and Succession Planning. A business that gives you flexibility of time and income.

Increasing Need for Estate Planning

With the growing affluence of many Singaporeans today, your clients are looking for professional advice to achieve their objectives for:

Protection of their vulnerable beneficiaries 

Wealth succession strategies to minimise leakages

Wealth distribution strategies to reduce family conflict

At Precepts, we offer an opportunity for dynamic individuals to come on board and provide Estate Planning service to your clients. Come onboard as our Estate & Succession Practitioner (ESP) to value-add your clients. Being an ESP, you will be better equipped to meet the demands of your client by going through our comprehensive training programmes which covers the legal and marketing aspects of the business.

What we offer through the Precepts Platform is the exact route for you if you are:
  • A Financial Adviser or Property Agent wishing to expand your financial advisory breadth
  • A home maker wishing to earn an additional household income
  • Looking to earn an additional income on top of your existing job
  • Semi-retired or a retiree
  • Looking for a career switch
  • Any professionals wishing to gather more knowledge in estate planning
Be our Estate & Succession Practitioner (ESP)
  • At Precepts Legacy, we have the platform to support you for Estate and Succession Planning. This includes various monthly classes, training seminars, sharing sessions, overseas conventions and other ad hoc programmes.
  • Estate and succession planning is an avenue that is largely untapped and there is a lack of Public Awareness.
  • Contrary to many people’s belief that Estate Planning is only for the rich, it is about how you want your family to be taken care of. Hence, it is of utmost importance that we do our planning before any adversity or life-changing affairs.
How do we provide our estate planning solution?
  • Through our Estate and Succession Practitioners, and support of the Wills/Trust Team, Precepts Legacy is dedicated to provide comprehensive planning and solutions for wealth distribution,  wealth succession, estate administration for families and businesses.
  • We provide structure and discipline in wealth succession planning to curate a solution that fits your clients’ unique needs and desires.
  • Every Legacy is DISTINCTIVE, Every Solution is UNIQUE.
Precepts Platform Support & Programmes

Knowledge

Refresher on Wills & Trust Training
Advanced training sessions
Professional Series for further development & networking

Skills

Sales Booster Trainings
Sharing Sessions by Experienced Estate Planners

Support

Access to all services under one roof
Access to Wills Team
Access to Trust Team
Complimentary Booking of our meeting rooms
Corporate Seminar Support

Client Relationship

Estate planning talks
Corporate Planning Forum

Achievement

Kickstart & Awards Presentation
Overseas business Networking Trips
Executive club
(Top 15)
ESP Programme
Kickstart through our 3½-Day Estate Planning Course.

The 3½-Day Course is a foundation programme that equips you with knowledge on Wills and Trusts and how to make use of Precepts Legacy’s platform to provide advisory services.

Vast Untapped Market

The 3½-Day Course is a foundation programme that equips you with knowledge on Wills and Trusts and how to make use of Precepts Legacy’s platform to provide advisory services.

Low Initial Investment, High Returns

With an initial fee, starting your own business as a PreceptsGroup’s Estate and Succession Practitioner (ESP) is an opportunity to hone your knowledge and skills in Estate Planning.

Extensive Training &
Marketing Support Provided


You will receive comprehensive training
which covers the legal and marketing aspects of the business and support from our unique
will-writing and custody system.

Flexibility

Change Flexibility to Extending Your Services Develop your entrepreneurial skills and utilise your ideas to expand your business. The will-writing service not only enhances your professional image but will be key to cross-selling of other services and products This may involve introducing trust services (provided by Precepts Trustee Ltd.) and formation of Singapore and offshore companies.

join us today and get free advice
  • 10 Anson Road,
    International Plaza,
    #06-17, Singapore 079903
  • +65 6221 8633
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PreceptsGroup

We are dedicated to provide comprehensive planning and solutions for wealth distribution, wealth succession, estate administration for individuals and families.

Contact Us
  • +65 6221 8633
  • contactus@preceptsgroup.com

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