Professional
Practitioner
Onboarding as an Estate & Succession Practitioner (ESP) on the Precepts Platform
Expand your professional services to include Estate and Succession Planning. A business that gives you flexibility of time and income.
Increasing Need for Estate Planning
Expand your professional services to include Estate and Succession Planning. A business that gives you flexibility of time and income.
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 estate planning.
Protection of their vulnerable beneficiaries
Wealth succession strategies to minimise leakages
Wealth distribution strategies to reduce family conflict
What We Offer Through The Precepts Platform Is The Option 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 and other ad hoc programmes.
- Estate and succession planning is an avenue that is largely untapped and a lack of public awareness.
- Be equipped with knowledge, skills, and the right platform to provide the solutions will be key to differentiating yourself in the market.
Estate & Succession Practitioner
Kickstart Through Our 3+2-Day Estate Planning Course
The 3+2-Day Course is a programme that equips you with:
1. Knowledge on Wills and Trusts and
2. How to make use of the Precepts Platform to provide estate planning services and solutions
Vast Untapped
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.
Extending Your
Services
Objectives
We will equip you with practical and marketing-based knowledge by using estate planning solutions to enhance your professional services.
Learn how to leverage on the Precepts Platform to provide Estate Planning services and enable you to provide a total wealth planning solution to your client.
A Person Wishing To Join Us As An ESP Will Complete Part 1: 3-Day + Part 2: 2-Day Training
To Kickstart As A Precepts Estate & Succession Practitioner.
Part 2: 2-Day Onboarding Outline
Day 1
- Structure of eWill Writing Form (eWIF)
- Case Study + Practice eWIF
- Onboarding Process (Administration)
- Submission Workflow
- Attestation Workflow
- Will Custody Services
Day 2
- Trust Introducer Activities
- Product & Services in Precepts
- Trustee
- Standby Trust
- ProviTrust
- Marketing your services as an ESP
- Utilising the Precepts Platform
- Exam
Precepts Platform
1. Kickstart Programme through an Estate Planning Course
- Part 1
- Wills Training – 2 days
- Trust Training – 1 day
- Part 2
- Onboarding Precepts + Exam – 2 days
2. Kickstarter Kit
- Precepts Name Card
- Training Booklets
- Brochures
- Access to our Presentation Slide Decks
- Access to a Library of Resources and past talks/sharing sessions
3. Exclusive Discounts
- Discount on your own & spouse’s Will & Trust
4. Additional 3 income streams for services finalised
- Immediate
- Recurring
- Deferred
5. Direct access to Precepts’ Products & Services to extend your range of services
- Consultation for Will writing
- Safe keeping of Will in a secured facility
- Trust Set up
- Professional Executor
- Licensed Trust Company with MAS for Trusteeship
- Lasting Power of Attorney Form 1 & 2
- Setting up of Singapore & offshore companies
6. Continuous training and support from Precepts
- Learn to use our online proprietary will writing system to key in the client’s instructions for drafting
- Attend our regular Workshops conducted by fellow Practitioners
- Attend our Essential Sharing Sessions throughout the year on relevant Estate Planning Topics
- Invite your clients to our Monthly Estate Planning Talk
- Re-attend our Estate Planning Course as a refresher
*These are provided mostly on a complimentary and sign-up basis.
Course Dates
Part 2: 2 days course: Onboarding Precepts as a Practitioner
Objectives:
- Understand Precepts products, processes & pricing
- Extend your services to include Estate Planning solutions
Time & Location:
- 9 am to 5pm
- Precepts Office #06-17 International Plaza
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Month
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Course Dates
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|---|---|
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Nov 2024
|
27-28 (Wed, Thu)
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Dec 2024
|
18-19 (Wed, Thu)
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Jan 2025
|
22-23 (Wed – Thu)
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|
Feb 2025
|
25-26 (Tue - Wed)
|
|
Mar 2025
|
26-27 (Wed- Thu)
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|
Apr 2025
|
22-23 (Tue - Wed)
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|
May 2025
|
21-22 (Wed - Thu)
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Jun 2025
|
24-25 (Tue - Wed)
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