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


More than 90% of Singaporeans have not written their wills. It is through PreceptsGroup that you get the opportunity to penetrate this huge market.

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.

PROGRAMME STRUCTURE

WILLS
2 DAYS

MARKETING & EXAM
½ DAY

TRUSTS
1 DAY

This is structured to kickstart your knowledge in Estate Planning. The trainers are senior and qualified practitioners who are experienced and passionate in Estate Planning.

OBJECTIVES & LEARNING OUTCOMES

Upon completion of this course, participants will be equipped with the essential skill sets and knowledge to engage with clients in succession planning. Participants will be in a position to:

  • Introduce to the client concepts and structures relating to wealth distribution and succession
  • Discuss issues faced by the family that impact succession planning
  • Explore with the client critical issues relating to their individual scenario
Estate Planning Course Calendar
Year 2020 Wills Training Marketing & Exams Trust Training
Months
(9am – 5pm)
(9am – 1pm)
(9am – 5pm)
January
7, 8
9
10
February
11, 12
13
14
March
10, 11
12
13
April
15, 16
17
22
May
13, 14
15
19
June
16, 17
18
19
July
14, 15
16
17
August
12, 13
14
19
September
15, 16
17
18
October
13, 14
15
16
November
17, 18
19
20
December
8, 9
10
11
Training Schedule
WILLS TRAINING – 2.5 DAYS

DAY ONE

Time Subject
09:00am – 09:15am
Registration
09:15am – 10:30am
  • Introduction to Precept Estate Planning Platform
  • Overview of Estate Planning
  • Interstate Succcess Act
10:30am – 10:45am
Tea Break
10:45am – 12:00pm
  • Estate Planning through Wills
  • Introduction to Wills Law
12:00pm – 01:00pm
Lunch
01:00pm – 03:30pm
  • Will Consideration
  • Introduction to e-Will Writing Form
  • Location of Assets
03:30pm – 03:45pm
Tea Break
03:45pm – 05:00pm
  • The duties of the Executor
  • The role of the Trustee
  • Guardian of Minor Children
  • Grant of Probate vs Letter of Administration

DAY TWO

Time Subject
09:00am – 10:15am
  • Types of Specific Gifts - Movable and Immovable
  • Insurance Nominations
  • CPF Nominations
  • Residuary Estate
  • Testamentary Trust
10:15am – 10:30am
Tea Break
10:30am – 12:00pm
  • Introduction to Estate Administration
  • Digital Assets
  • Fee Sharing Schedule
12:00pm – 01:00pm
Lunch
01:00pm – 03:30pm
  • Workflow & Attestation
  • Wills Law - Case Studies
  • Singapore Real Estate
  • Dealing with Cross-Border Assets
03:30pm – 03:45pm
Tea Break
03:45pm – 05:00pm
  • Risk Management Aspects of Will Writing
  • Custody Services
Training Schedule
TRUSTS TRAINING – 1 DAY

DAY THREE

Time Subject
09:00am – 11:00am

Building Your Estate Planning Business with Precepts

11:00am – 11:30am
Tea Break
11:30am – 12:30pm

Exam

12:00pm – 12:30pm

Review of Starter Kit

Training Schedule
TRUSTS TRAINING – 1 DAY

DAY FOUR

Time Subject
09:00am – 09:15am
Registration
09:15am – 10:15am
  • Introduction to Trust
  • Differences between Will & Trust
10:15am – 10:45am
Tea Break
10:45am – 12:00pm
  • Parties to a Trust
  • Categories of Trusts
  • Purposes of creating a Trust
12:00pm – 01:30pm
Lunch
01:30pm – 02:30pm
  • Lasting Power of Attorney
  • Introducing, Facilitating and Creating Trusts
02:30pm – 03:00pm

The Trustee Services at Precepts Trustee Ltd

03:00pm – 03:30pm
Tea Break
03:30pm – 05:00pm
  • Applications of Life Insurance Trust
  • Regulations of Trust Companies
  • Q&A
Lecturers Profile
OUR INDUSTRY SPECIALISTS
WILLS TRAINING
Mr John Sim

Certified Financial Planner (CFP®), Associate Estate Planning Practitioner (AEPP®), Masters of Science, Computer Science and Information Systems

  • John Sim is a passionate believer that education is key to achieving success in life. He acts out this belief through Eduvantage Pte Ltd, a social enterprise he founded in 2011 that conducts complimentary seminars in the areas of wealth optimisation, healthy living and relationship building.
  • After graduating with an Honors (2nd Upper) degree in Computer Science and Information Systems from the National University of Singapore, he stayed on to teach in NUS for 2 years while concurrently earning his Master of Science degree.
  • Since 2013, he has followed his passion for financial planning and embarked in a new direction by starting his financial advisory business.
  • Through Eduvantage and his FA business, he aims to help improve the lives of people, with a focus on families with members who have special needs.
OUR INDUSTRY SPECIALISTS
WILLS TRAINING
Mr Ang Kok Chin

Certified Financial Planner (CFP®), Associate Estate Planning Practitioner (AEPP®)

  • With over a decade in the industry, Kok Chin is widely regarded as one of the top estate planners in Singapore. His career story mirrors his clients’ financial journey and awareness — he started out advising clients on holistic financial planning but as more and more needed intimate advice on wealth transference to their children, Kok Chin honed his skills in estate and legacy planning.
  • His experience and expertise shone through in 2016 when he sat for the Society of Trust and Estate Planners (STEP) Certificate for Financial Services – Singapore (Trust & Estate Planning) and graduated top of his class.
  • Naturally, Kok Chin’s clients are an impressive list of the who’s who in Singapore and in the region. His work has seen him submerged in the estate planning for individuals with a net worth in excess of US$100 million.
  • Kok Chin also manages wealth and succession planning for several successful business owners and entrepreneurs, with the aim of helping them grow their family wealth as it’s being passed on from Generation to Generations.
OUR INDUSTRY SPECIALISTS
TRUST TRAINING
Mr Leong Mun Kid

LLB (Hons), Society of Trust & Estate Practitioners (STEP) Affiliate, Associate Estate Planning Practitioner (AEPP®)

  • Mun Kid is the Head of Department, Trust for Precepts Trustee Ltd and is appointed as Resident Manager under the criteria set out by MAS for a licensed trust company.
  • Mun Kid has been in the business of Estate Planning since 2011.
  • He manages the setting up and administration of trust in Precepts Trustee Ltd.
  • He assists clients in their estate and trust planning using onshore structure and offshore structures. 
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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