Course

Introduction

Most client are not interested to hear what they already know, especially when they heard it from your competitors… and thus the new skills and knowledge that you will acquire from this course will set you apart from your competitors.

The Certified Will Planner course is designed to deliver over 3 days (9am to 6pm) once a week and will equip you with:

 

  • KNOWLEDGE OF THE LAWS related to every asset one may have… and yet not commonly known to most of your client;
  • SKILL TO PROBE your client to understand the potential problems should one dies intestate; and
  • SKILL TO ASSIST your client to plan out a proper Will that will address their concerns.
  • ABILITY TO READ AND EXPLAIN the content of the Will and determine if it is VALID or not; and
  • KNOWLEDGE of the documents needed to apply for the Letter of Probate and it procedures.

Learning Outcome

  • By knowing your client’s situation, you will be able to IDENTIFY THE POTENTIAL PROBLEMS their family members with face should the client were to die intestate (without a Will).

  • You will be able to SHARE YOUR KNOWLEDGE ON THE LIMITATION AND LEGAL IMPLICATION of each asset base.

  • You will be able to SHARE APPROPRIATE IDEAS with regards to the distribution of client’s asset base on their unique situation.

  • You will be able to PROBE YOUR CLIENT WITH DIFFERENT SCENARIOS for them to consider with regards to their Wills.

  • You will have the SKILL TO ASSIT YOUR CLIENT TO PREPARE A
    COMPREHENSIVE WILL.

  • You will be able to DETERMINE THE VALIDITY OF THEIR WILL and if it is comprehensive enough base on client’s situation.

  • You will be able to share what DOCUMENTS THEY NEED TO PREPARE for application for the Letter of Probate and its PROCEDURES.

Who can benefit

Basically professional executives who is in the business of servicing the client in the Financial and Property Industries dealing with insurance, real estate, banking, stocks and shares and other investment instruments.

Ideal professions like;

    • Financial Adviser
    • Insurance Agent and Broker (Life & General)
    • Property Agent
    • Private Banker
    • Stock Broker
    • Remisier
    • Accountant
    • Corporate Secretary
    • and other Investment Related Profession.

 

Course Content

DAY 1

1. Understand the Process of Intestate

     a. Mind mapping activity

 

2. All About Will & The Law

     a. Wills Act:

          i. Structure of Will

          ii. Requirement of a Valid Will

     b. Intestate Succession Act

     c. Inheritance (Family Provision) Act

     d. Central Provident Fund Act

     e. HDB And Property Law

     f. Co-operative Society Act

     g. Insurance Act

     h. Rule of Survivorship

     i. Shari’ah Laws

 

DAY 2

3. The Responsibilities of Appointment Holders

     a. Executor

     b. Guardian

     c. Trustee

     d. Witnesses

 

4. Interpretation of a Testament Will

     a. Explain the Content of a Will

     b. Identify the Validity of a Will

 

5. Trust Arrangement

     a. Types of Trust

     b. Trust Deed

DAY 3

6. Living Will

     a. Lasting Power of Attorney

     b. Advance Care Planning

     c. Advanced Medical Directives

 

7. Business Approach

     a. Identify Opportunity

     b. Act of Probing

     c. 1st Step towards Will Planning

8. BONUS – Procedures of Probate Application

     a. Differences between LA & GP

     b. Documents Needed for the Application

     c. Procedures of the Application

     d. Who can Assist in the Application?…

Cost

S$850/- nett per candidate for Classroom mode

Inclusive of training material and a Basic Testament Will valued at S$350/- * drafted by Probate Enterprise Pte Ltd.

(* subject to $50/- Reimbursement Fee)

Course Date

Once a week on every Tuesday

Time: 9am to 6pm

For Classroom mode: Min attendance of 8 persons

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