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Hundreds of advisers—from individual to agencies—use getArrange to discover leads, spot opportunities and grow sales effectively.Request a DEMO
Estate Planning Training and Certification
Educate and upgrade yourself at your preferred pace on our E-learning portal. Present yourself as a full fledged Certified Estate Planner.
Contact us @ firstname.lastname@example.org
for Enterprise Solutions
Enjoy 14 Days FREE Trial
S$ 50per month
S$ 450per year
Certified Estate Planner enjoys 40% discount @ S$30 per month or S$270 per year
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.
Join usSign up as a Certified Estate Planner and complete the e-learning and exam online.
Configure WillDraft the Will for your client through a step-by-step process within the platform.
Send WillKey in your clients' email addresses to send them a user account with the completed Will.
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.