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Onboarding as an Estate & Succession Practitioner (ESP) on the Precepts Platform

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Expand your professional services to include Estate and Succession Planning. A business that gives you flexibility of time and income.

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Increasing Need for Estate Planning

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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.

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Protection of their vulnerable beneficiaries

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Wealth succession strategies to minimise leakages

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Wealth distribution strategies to reduce family conflict

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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

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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

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Vast Untapped
Market

Surveys have shown that most people have not started planning for what happens to their assets when they are no longer around.
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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. 

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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.

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Extending Your
Services

Leverage on the Precepts Platform to expand your business. The estate planning service not only enhances your repertoire of services, it will be key to cross-selling of other services and products.

Objectives

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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.

Course Details

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.

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Register Today
Course Details
Download Brochure
Registration Link
Part 1 Course Details

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
  1. Precepts Name Card
  2. Training Booklets
  3. Brochures
  4. Access to our Presentation Slide Decks
  5. 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
  1. Consultation for Will writing
  2. Safe keeping of Will in a secured facility
  3. Trust Set up
  4. Professional Executor
  5. Licensed Trust Company with MAS for Trusteeship
  6. Lasting Power of Attorney Form 1 & 2
  7. Setting up of Singapore & offshore companies
6. Continuous training and support from Precepts
  1. Learn to use our online proprietary will writing system to key in the client’s instructions for drafting
  2. Attend our regular Workshops conducted by fellow Practitioners
  3. Attend our Essential Sharing Sessions throughout the year on relevant Estate Planning Topics
  4. Invite your clients to our Monthly Estate Planning Talk
  5. Re-attend our Estate Planning Course as a refresher

*These are provided mostly on a complimentary and sign-up basis.

Course Dates

Part 1: 3-Day Estate Planning, Wills and Trust 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
Month
Course Dates
Apr 2024
25, 26 (Thu, Fri)
May 2024
23, 24 (Thu, Fri)
Jun 2024
19, 20 (Wed, Thu)
Jul 2024
24, 25 (Wed, Thu)
Aug 2024
22, 23 (Thu, Fri)
Sep 2024
25, 26 (Wed, Thu)
Oct 2024
23, 24 (Wed, Thu)
Nov 2024
27, 28 (Wed, Thu)
Dec 2024
18, 19 (Wed, Thu)
Registration Link
Part 1 Course Details

Testimonials

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Highly recommend Precepts as they are able to provide whole suit of estate planning services. The training is very concise and easy to understand. Trainer is knowledgeable, experienced in their expertise and able to share a lot case studies. Hope to build a long journey with them.
SusantiMar 2023
Financial practitioners should attend the class to value add their clients. From estate planning, your relationship with your client will be deeper and is not replaceable by AI.
Kelly YauFeb 2023
Fantastic training that professionals and lay people will find useful.
Law Chee KeongMar 2023
Excellent learning points to refresh my conceptual presentation skills to my clients on will and trust planning. Will continue with the refresher course yearly and also renew my license ongoing to better enhance my services and knowledge to my clients.
Cindy HanMar 2023
Thank you Precepts for this amazing course as it allows me to learn more on Estate planning. I’ve used it to apply to my real life example and when clients ask me basic questions on Estate planning, I can answer them and can provide them this service. Makes me a more well rounded agent to provide for my client! Thank you!
Charlotte gungApr 2023
A much needed skill as a financial advisor in the new age
Gerald LowApr 2023
Estate Planning & Will Writing Course arranged by Precepts is very useful especially to grow my professionalism in Financial Planning Practices. It’s really recommended because the course conducted by Expert Lecturer in the practice, easy to follow & very structured. So it’s really recommended
Andrea HartantoJun 2023
The course is really helpful for me to understand the fundamental. I understand the scenarios thru the real life case studies and the experience sharing from both speaker
Corinne TeoSep 2023
Informative course to take before one does their own will/trust
Sharon TaySep 2023
This course has really widened my view on estate planning - the purpose, the processes, as well as the possible solutions to our clients’ existing and future problems. 👍🏼👍🏼
Germaine TanMar 2023
This course has good teaching and materials, has sufficient depth and breath of this topic which give me confidence to share with my clients and friends. Gave me better insights to help the people around me.
Joel ChiaMar 2023
Helps me to understand more about estate planning, at least in the common area which people will usually asked. As well as there’s a lot of blind spot that people should take note to avoid conflict. Lecturer very patient. Even during break time, take time to explain to us Notes are detailed as well
Lim Shi En AnnaApr 2023
1. Very heavy knowledge based, trainers were knowledgeable and very responsive to questions. Will highly recommend to FP professionals !
Margrette LoApr 2023
Glad to be able to attend the class, very informative and more importantly the class is rather interactive
Jolynn NgNov 2023
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2022 Testimonials

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2022 TESTIMONIALS:
This course is more detailed and practical in terms of the concepts and application of concepts. By understanding them, it is easier to guide clients through the thinking process, suggest a suitable solution for them and execute with them. This has been an insightful and fulfilling session with great trainers.
Tiw Lee PengDec 2021
I have attended numerous Wills and Trust training courses, this time round with Precept I felt that I'm still learning new things and patching up the knowledge gaps that I'm having in this subject area, the high calibre trainers here do make a difference.
Lionel WangNov 2021
This 3-Day course has given me a more in-depth knowledge about estate planning, especially in the field of will and trust. It has granted me the knowledge that will empower me in my estate planning journey with my clients. It provides me with an additional arsenal in my financial planning tools besides investment and insurance. The trainers are well-equipped with the relevant information and always keep us involved through active discussion. I would look forward to attending other advanced modules in the future.
Goh Chun YiNov 2021
This is definitely a must attend for all financial advisor, especially if you are serious in providing a holistic financial planning. I am definitely helping my family to gain awareness on this.
Eric TanOct 2021
After attending this course, it reinforced my knowledge and conviction of estate planning! It helps me take greater pride in the work that we do, so that families will never have to quarrel over money again!
He ChongqingOct 2021
These few days of learning has helped me realised that as financial advisors, we can do so much more for our clients. I am excited to embark on a deeper level of connection and advisory with my clients as to allow them to live their life in dignity and certainty.
Gladys TanJuly 2021
It is an excellent program for Will & trust. I have not attended a program of this nature that is as in depth and practical. It is $ and time well spend.
Jason LimJuly 2021
Certainly a very good course for those who want to embark on estate planning for your clients.
Salim AminJuly 2021
Probably the best estate planning course on wills and trust in Singapore. Fantastic lecturers and course content!
Abel ChiaJuly 2021
I have attended a few estate planning courses and I find Precepts Estate Planning Course is really in-depth and detailed. Kudos to that!
Lim Shi WeiJuly 2021
This is a very impactful course which has transformed my understanding towards will and trust. Previously I wasn't as well versed in the understanding but through the deep knowledge and practical expertise of their years of experience, I began to understand and appreciate the contents much more not just in a knowledge but practical manner. It is a very essential course to anyone who would like to understand more about will and trusting planning. I would rate this course 10/10. Look forward to further learnings moving forward.
Winson HengJune 2021
Although having attained the AEPP certification and advised clients on Wills and Trusts set ups, I realised how much more I wasn't aware of after attending this course. It is always a continuous process of self-learning and growth.
Alan PhuaJune 2021
I am a Financial Consultant. In this business, we are constantly looking for ways to value add to our clients. I believe Precepts has definitely staged herself very well as a reputable and reliable one-stop solution in this relatively green area of Estate Planning. I am eager to tap on the tools and more trainings from Precepts to sharpen my skills and to help people gain a peace of mind in their Estate planning.
Ray ChuaJan 2021
With increasing number of people owning various assets and in bigger value, it is important to make plans for us and our loved ones when the day eventually comes. This course certainly exceeded my expectations in terms of the knowledge on estate planning, allowing us to make thoughtful planning for the estates. Thank you once again!
Christine HuangNov 2020
Financial Planning without the part on Wealth Distribution is just so incomplete. Precepts has allowed me to gain much knowledge on the importance of Will, Trust, LPA and many more! I’m now able to apply this knowledge for self and my profession.
Karen TeohOct 2020
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This is a great fundamental program on WILLS and TRUST for newbies and refreshers. It has provided me, with a good understanding on the benefits of having a WILL, and to start considering how to better managed/distribute my own monies/properties after my demise.
Nelson Tan May 2022
Knowledge is power and by attending this class, it has empowered myself to more information to the assets that most of us own. Transferring this information to some of my clients whom have several asset classes to think carefully on how to manage all these at point of death. Executor is a tough job and should we want to remain harmony within the family, it is best to engage a professional 3rd party to handle.
SarahJune 2022
Great introduction to estate planning by experienced trainers, with Q&A interaction and case studies for participants to better understand the course contents. Recommended for anyone who wish to find out more about the basics of estate planning, be it for their personal knowledge and/or to enhance their financial advisory business!
Puah Yeow Chong July 2022
Had minimum knowledge and understanding prior to attending this course. Course was systematically structured with adequate breaks in between to help us stay refreshed and focused. The trainers are also very experienced, willing to share own experiences and offer practical tips to the attendees. Look forward to apply what I had learnt to help my clients, loved ones and myself in the estate planning journey. Thank you Precepts :)
Tan Puay Hoon July 2022
A lot of case studies were brought up during these 3 days course which were very thought provoking and helpful in aiding financial consultants like us when we are helping with our clients with estate planning. The instructors were very engaging as well.
Ho SinOct 2022
Precepts has made this course available to public and I think that is a very useful way to create awareness about estate planning. The way how the class is conducted is also very easy for beginners to understand and is not too content heavy that will turn off the participants from the estate planning.
Muhammad Sufy Bin Abdul KarimOct 2022
This training is comprehensive and the framework is good to guide my conversation and help me able to present such complexity in a concise way.
KellynOct 2022
Precept Academy is professional in running the course. Content, Delivery and administrative were done to industry standard. I was a Uni lecturer and school principal. I'm happy with the process.
Zwen Chua Nov 2022
Excellent specialists with great knowledge and sharing to the class. Although the class is a foundational course, I have gained better understanding of Trust planning and is now more confident for clients planning from estate planning perspective. I believe from the estate planning perspective, myself and clients can plan with a end in mind.
Sindy Ong Nov 2022
Personable trainers, clarity in the lessons and helpful in helping participants understand the concepts as well as how to apply to their clients' situations.
Loh Yeow Leong, Andrew Nov 2022
Both trainers are very engaging and experienced. Able to give examples to relate to the concepts. Training is engaging and I was surprised I was engaged throughout the 3 days course.
Zenn Lee Nov 2022
Precepts brought in trainers with real life experiences to share and teach us on how estate planning can help value add individuals in terms of assets protection, wealth distribution and wealth generation. The scope of topics covered were wide ranging from property, bank savings account , to insurance , distribute wealth or delay distribution to protect beneficiaries.
Wong Shuyan Nov 2022
Attending this course made me realised that my mum’s Will was not properly draft by a lawyer firm. I can't imagine what will happen if this Will is deemed invalid at the point of her demise. Attending this course and together with AEPP, it equipped me with alot of knowledge to able to understand the importance of doing up a proper Will and confidence to advise my clients on estate planning. Besides that, Precepts is a one-stop shop for estate planning. They give us alot of convenience and support to do the job well.
Chee Thiam Chye Nov 2022
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