join as esp

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

 

join as esp

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 thiscommunity of Legacy Planning specialists.

Our Estate and Succession Practitioner (ESP) programme, starting with a 3.5 day course, is the exact programme for you if you are:

Our Estate and Succession Practitioner (ESP) programme, starting with a 3.5 day course, is the exact programme 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 reinforce your clientele relationship
Benefits

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).

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 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.

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


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.

Our Estate and Succession Practitioner (ESP) programme, starting
with a 3.5 day course, is the exact programme for you if you are:

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.

Enquire now to find out more.

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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