Expanding your advisory services to Estate and Succession Planning. A business that gives you flexibility of time and income.
Expanding your advisory services to Estate and Succession Planning. A business that gives you flexibility of time and income.
We offer an opportunity for dynamic business partners to come on board and provide Estate Planning services to your clients as our Estate and Succession Practitioners (ESPs). With the aging population, there is a strong increasing trend for estate planning services. With Singapore as a growing financial hub, the opportunity to grow your business and career in estate planning and wealth succession is tremendous.
We are also committed to grow the expertise of our ESPs through continuous training, horizontal and vertical exposure, and networking across our platform of offerings. We welcome participants from various fields to join us to build this community of Legacy Planning specialists.
Our ESP course is a foundation course that equips you with knowledge on Wills and Trusts and how to make use of Precepts Legacy’s platform to provide advisory services. It allows participants to clock in 18 CPD hours (50% Skill; 50% Knowledge).
More than 90% of Singaporeans have not written their wills. It is through
PreceptsGroup that you get the opportunity to penetrate this huge market.
With a low franchise fee, starting your own business as a PreceptsGroup’s Estate
and Succession Practitioner (ESP) is an opportunity of a lifetime to earn good and
stable income.
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.
Be your own boss and enjoy flexible working hours. You are also free to practise
your entrepreneurial skills and utilise your ideas to expand your business. The will-
writing service not only enhances your professional image but is also the key to
cross-selling of other services and products, available to the PreceptsGroup’s Estate
and Succession Practitioners. This may involve introducing trust services (provided
by Precepts Trustee Ltd.) and formation of Singapore and offshore companies.
PreceptsGroup’s independent non-aligned position provides further security for the
business you build under this franchise.
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. Estate Planning involves Will writing, Trust structuring and Lasting Power of Attorney (LPA).
Contrary to many people’s belief that Estate Planning is only for the rich, it is actually 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.
With the support of our Estate and Succession Practitioners, 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.
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We are dedicated to provide comprehensive planning and solutions for wealth distribution, wealth succession, estate administration for individuals and families.
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