Hundreds of advisers—from individual to agencies—use getArrange to discover leads, spot opportunities and grow sales effectively.
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Estate Planning Training and Certification
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Platform Plan
Member
Free
-
Fee Sharing
$50 for Consultative Will
$50 for getArrange Vault -
Request for Services
(fees charged separately) Consult Lawyer [PKWA Law]
Professional Services [JTC Kensington]
Medical Services [Speedoc]
Consultative Will [getArrange]
Will Storage [getArrange]
Estate Projections Tool
S$ 799 Yearly Subscription
-
Fee Sharing
$50 for Consultative Will
$50 for getArrange Vault -
Planning Tools
Cash flow & net worth statement
CPF projection
Liquidity projection
Net Estate projection
Scenario planning -
Standard Support
Self-service helpdesk
WhatsApp / email
Replies within 3 business days
CEP Standard
S$ 799 Yearly Subscription
-
Fee Sharing
$50 for Consultative Will
$50 for getArrange Vault
33% of fees for Premium Will* -
Planning Tools
Update Will's asset list*
View Will's snapshot* -
Will Drafting*
Create & edit unlimited Premium Wills
Issue invoice & receipt
Full pricing control
Includes professional indemnity
Send final Will to user account
Record witnesses
-
CRM*
Client user account
View & edit client records
Collect consent
Send preparation email -
Standard Support
Self-service helpdesk
WhatsApp / email
Replies within 3 business days
CEP Pro
S$ 899 Yearly Subscription
-
Higher Fee Sharing
$100 for Consultative Will
$100 for getArrange Vault
66% of fees for Premium Will* -
Planning Tools
Import from Will*
Update Will's asset list*
View Will's snapshot*
Cash flow & net worth statement
CPF projection
Liquidity projection
Net Estate projection
Scenario planning -
Will Drafting*
Send user account to pre-fill Will
Control user account access
Create & edit unlimited Premium Wills
Issue invoice & receipt
Full pricing control
Includes professional indemnity
Send final Will to user account
Record witnesses
-
CRM*
Personalise your CEP Webpage
Public contact form
Client user account
View & edit client records
Collect consent
Send preparation email -
Enhanced Support
Self-service helpdesk
WhatsApp / email
Replies within 1 business day
Why getArrange?
school Beyond Theory
More than just Will knowledge and usage of the platform, you are empowered to provide your financial advice throughout the process.
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
Clear overview of what your client owns / owes and the snapshot of who gets what helps you uncover gaps and offer meaningful proposals.
How it works?
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 detail 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 plans and simulations.
file_copy Customisable Report
Generate a comprehensive report with charts. Choose what simulations to apply, customise the chart color to highlight the impact of your proposals.
Contact us @ info@getarrange.com for Enterprise Solutions