Your session is about to expire!

Logging out in ... seconds.

The Leading Platform
for Financial Advisers

Hundreds of advisers—from individual to agencies—use getArrange to discover leads, spot opportunities and grow sales effectively.

Request a DEMO

school Certified Estate Planner Course

Estate Planning Training and Certification

S$ 1199

Educate and upgrade yourself at your preferred pace on our E-learning portal. Present yourself as a full fledged Certified Estate Planner.

Platform

Member

  • Get Referral Fee $50 for referring Consultative Will
    $50 for referring getArrange Vault
  • External Booking Consult Lawyer
    Professional Services

Free

Certified Estate Planner*

Includes everything in Member
  • Higher Referral Fee $100 for referring Consultative Will
    $100 for referring getArrange Vault
  • Will Tools Build & send Will
    Snapshot of who gets what
    Record Witnesses
    Deposit & retrieve Will
  • Unlimited Wills Draft, save and generate unlimited Wills upon completion of training
  • Commercial usage Insert your financial advisory
  • Pricing Control & Fee Sharing You decide on the discount your client gets for Wills assisted by you! Fee-sharing applicable on final price.
  • Professional Indemnity Be protected as our Additional Insured

S$ 599
Yearly Subscription

Contact us @ info@getarrange.com
for Enterprise Solutions

* Only available to estate planner that has been certified

Available Add-ons

multiline_chart gA-Crystal

Enjoy 14 Days FREE Trial

S$ 50

per month

S$ 450

per year

Certified Estate Planner enjoys 40% discount @ S$30 per month or S$270 per year

Why getArrange?

Certified Estate Planner

school Beyond Theory

More than just Will knowledge and usage of the platform, we also include a session to help integrate financial advice into your workflow.

all_inclusive Complete Platform

Intuitive platform with unlimited Wills of any complexity, price control and PI coverage. Enhance your adviser-client relationship!

person_add Discover Leads

Understand your client better, know who they care for and who they trust. These people may also need your services!

center_focus_strong Spot Opportunities

Offer meaningful financial proposals from the clear overview of what your client owns / owes and the snapshot of who gets what.

See pricing
Request a DEMO

How it works?

cast_for_education

Join usSign up as a Certified Estate Planner and complete the e-learning and exam online.

construction

Configure WillDraft the Will for your client through a step-by-step process within the platform.

mark_email_read

Send WillKey in your clients' email addresses to send them a user account with the completed Will.

gA-Crystal

dynamic_form Extremely Versatile

Intuitive interface lets you get to your point quickly. Fill in minimally, fine tune every details or do a mix - entirely your choice. CPF and tax projections included.

smart_button Hyper Realistic

Cash deficits are automatically drawndown proportionally from Banks first then from non-bank liquid assets, including withdrawable CPF after age 55. And more...

insights Impress Visually

Show the visual impact of your solutions instantly. Use our preset scenarios or custom build your favourite financial plans and simulations.

file_copy Comparative Report

Generate a comprehensive report with charts. Choose what simulations to apply on the before and after comparison.

See pricing How to sign up for 14 days trial
Request a DEMO