Expand your professional services to include Estate and Succession Planning.
A business that gives you flexibility of time and income.
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 estate planning.
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
Surveys have shown that most people have not started planning for what happens to their assets when they are no longer around.
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.
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.
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.
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.
1. Kickstart Programme through an Estate Planning Course
2. Kickstarter Kit
3. Exclusive Discounts
4. Additional 3 income streams for services finalised
5. Direct access to Precepts’ Products & Services to extend your range of services
6. Continuous training and support from Precepts
*These are provided mostly on a complimentary and sign-up basis.
Get updates on the latest events and talks
We are dedicated to provide comprehensive planning and solutions for wealth distribution, wealth succession, estate administration for individuals and families.