HSBC-Life- Free Will Service
38 Beach Road, South Beach Tower, Singapore
(90)
38 Beach Road, South Beach Tower, Singapore
(90)
We are a team of Certified Estate Planners (CEP) and Financial Planners. We charge a small flat fee for Will writing. To help us make this sustainable Free Will writing service needs to be conducted at our office.
We differentiate ourselves from other Will writing companies by being more empathic and less calculative on the specifics that we add as a result.
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90 customer reviews
Zachary Khoo
Fantastic platform, easy to use, easy to impact more lives!
Reviewed on Facebook
Rena Er Xin Rui
Easy and interactive training!
Reviewed on Facebook
Jeannie Chia
A self paced learning and user friendly platform, that makes the completion of Will drafting achievable.
Reviewed on Facebook
Ethan Neo
getArrange is an easy to use Will writing platform! With its guided process, it makes Will writing simple for both the clients and the CEPs!
Reviewed on Facebook
Lee Wil-Son
Guided platform which assist planners to streamline the process of estate planning with ease. Beneficial to both planners and clients. Makes estate planning efficient and easy. More...
Reviewed on Facebook
Lai Zi Yang
Very simple platform to help people ensure that estate planning is done to take care of their loved ones
Reviewed on Facebook
Lee Jun Hao Bryan
E-learning is very concise, easy to understand. Platform really cuts time in drafting a Will for clients.
Reviewed on Facebook
Cherry Ong
Easy to navigate around, friendly to use. Step-by-step guide makes it easy to absorb and understand. Hands on experience to write your own will and also 2 case study, helps me to gain more confidence with writing a will. Resources are available to get information easily! Love it! More...
Reviewed on Facebook
Claire Ng Yih Lin
Great software and simple processes!
Reviewed on Facebook
Jun Hong Ng
Efficient & effective training to get CEP certified
Reviewed on Facebook
Shaun Kwan
Great platform, good e learning modules
Reviewed on Facebook
Jeanie Chua
Great software and tool to make the whole process better and easier to navigate. An intuitive design is user-friendly, easy to use and to understand.
Reviewed on Facebook
Lim Wei Long
Love the e-learning platform, I can study at my own pace. The user interface is great, very user-friendly, and straightforward.
Reviewed on Facebook
Leon Lim Indra Julie
Self-paced online learning. Recommended!
Reviewed on Facebook
Ang Hui Yi
E-learning is extremely useful for knowledge in estate planning, platform is simple and easy to understand. Staffs are extremely helpful and prompt with their replies.
Reviewed on Facebook
Tai Chuen
Awesome Platform to add value to clients!
Reviewed on Facebook
Anna Hongna Wang
Its user friendly, easily to process. its all about legacy planning, LPA, AMD, WILL.
Reviewed on Facebook
Kyle Tay Kuan Liang
Simple and straightforward!! 👍👍
Reviewed on Facebook
Jun Yuan
GOOD, simple, professional, straightforward.
Reviewed on Facebook
Chong Hock
Get Arrange is a simple, easy to use platform.
Reviewed on Facebook
Joanne Lim
GetArrange wills service is great for adviser new in will writing.
Reviewed on Facebook
Curt Watts
Cryptocurrency/bitcoin investment is truly a once in a lifetime opportunity that many are sleeping on, but you are not Champ, you are here and you will make it, I say this with full confidence and trust in the best expert Samantha cox who has shown me and other genuine and real profit My biggest concern was not being able to contact the broker after I paid for the service, which from my understanding is a common issue. However, my fears were unfounded, Ms Samantha is a great advisor, very patient, will explain everything, answer your 101 questions, advise on matters not necessarily directly related to crytpocurrceny itself, always available to guide . I would also like to mention that my situation was complicated, and yet Mrs Samantha managed to get me complete financially stable .Also my first withdrawal payout was instant and mouthwatering and Mrs Samantha made an application for another investment plan for me immediately , at no additional cost. Overall my way to secure generational wealth offer was perfect and successful. I am delighted and excited to have had such opportunity with Mrs Samantha and her broker , who is equally informed and helpful made the whole process as stress free as possible. Once again I recommend this company to all who are looking for a reliable, professional broker who treats their clients with respect and care. This was the best customer service experience that I had from months. Simply outstanding contact her on the following Facebook link: https://m.me/Samantha10Cox More...
Reviewed on Facebook
Derick Lam
A fantastic opportunity for self-paced learning while simultaneously enhancing value for your clients!
Reviewed on Facebook
Weiling Huang
Thankful to have this opportunity to value-add to both myself and to my clients. A meaningful certification to take! ☺️
Reviewed on Facebook
Kenny Loh
I am an Estate Planner with more than 10 years experience. getArrange is a very comprehensive tools for Holistic Estate Planning and not only a Will writing tool only. Thumb up!
Reviewed on Facebook
Jing MA
A powerful tool for estate planner, easy to learn and to use.
Reviewed on Facebook
Frank Catalano
Cryptocurrency/bitcoin investment is truly a once in a lifetime opportunity that many are sleeping on, but you are not Champ, you are here and you will make it, I say this with full confidence and trust in the best expert Samantha cox who has shown me and other genuine and real profit My biggest concern was not being able to contact the broker after I paid for the service, which from my understanding is a common issue. However, my fears were unfounded, Ms Samantha is a great advisor, very patient, will explain everything, answer your 101 questions, advise on matters not necessarily directly related to crytpocurrceny itself, always available to guide . I would also like to mention that my situation was complicated, and yet Mrs Samantha managed to get me complete financially stable .Also my first withdrawal payout was instant and mouthwatering and Mrs Samantha made an application for another investment plan for me immediately , at no additional cost. Overall my way to secure generational wealth offer was perfect and successful. I am delighted and excited to have had such opportunity with Mrs Samantha and her broker , who is equally informed and helpful made the whole process as stress free as possible. Once again I recommend this company to all who are looking for a reliable, professional broker who treats their clients with respect and care. This was the best customer service experience that I had from months. Simply outstanding contact her on the following WhatsApp : https://wa.me/+12762741190 Email: Samanthacoxforex@gmail.com Facebook link: https://m.me/Samantha10Cox More...
Reviewed on Facebook
Tea Eng Peng
No longer you have to wait for your Will Drafter to get back to you and you have everything in control at your finger tips on how you want to write the Will that is vet through by a Legal Team and what I like most is their whatsapp support where you can always find someone to reply promptly!
Reviewed on Facebook
Vivien Wk Yee
The website is user-friendly and highly advantageous for me in offering comprehensive financial planning.
Reviewed on Facebook
Danish Danial Tay
Easy to learn and simple to use. Great tool for all financial advisors to value add your clients!
Reviewed on Facebook
Dennis Lim
Very insightful step by step learning modules to guide you with your learning at your own pace.
Reviewed on Facebook
Clarence Ng
Easy to use and functional for both advisor and client.
Reviewed on Facebook
Josh Han
Definitely elevates the services you can provide your clients. It completes the loop of holistic financial planning
Reviewed on Facebook
Angeline Chua
Effortlessly create a comprehensive will with this user-friendly platform. Clear instructions, save progress feature, and helpful tips make estate planning easy and accessible.
Reviewed on Facebook
Ben Wong
Easy platform to use, learning guides are very useful!
Reviewed on Facebook
Aryl Toh
Simple, functional and easy to use for both advisor and client. Good and fast response from the admin team.
Reviewed on Facebook
Chloe Tay
Super easy to use with wonderful staff who are friendly and helpful. They answer my queries patiently.
Reviewed on Facebook
Jack Ng
Simple, functional and easy to use for both advisor and client! Definitely a recommend 👍🏼
Reviewed on Facebook
Zwen Chua
Just signed up, so far so good with the e-training and system seems easy to use. I’m using in for simple wills. Suggest only for FA who know what you are doing in terms of legacy planning.
Reviewed on Facebook
Low Jonathan
It takes the complexities out of will writing into an easy to follow, lawyer-vetted system.
Reviewed on Facebook
谢艺玮
It's a well organized and useful will writing platform
Reviewed on Facebook
Hui Qi
Training is very easy to understand, the app is very user friendly.
Reviewed on Facebook
Teo CY Zandra
it's easy, hassle free, to use.
Reviewed on Facebook
Yew Tai
Simple and easy to understand. Great platform to allow FCs to provide additional service to our clients.
Reviewed on Facebook
Nicholas Low Wei Jie
The content was well-structured and engaging, and the facilitator's expertise truly shone through. I gained valuable insights that improve my knowledge and service to my clients.
Reviewed on Facebook
Abby Yu
It is a wonderful platform for will writing.
Reviewed on Facebook
Chu Yi
Easy to follow self-directed learning. I can provide more value-added services to my clients! Highly recommended.
Reviewed on Facebook
Isaac Tan
Great coursework and lessons conducted. Easy to understand and vastly improves my scope of services to my clients!
Reviewed on Facebook
Chen Hsin An
Simple and affordable solutions to equip advisors with additional skillsets to value-add to our clients. Alan was friendly and helpful during the onboarding session as well 👍🏻
Reviewed on Facebook
Saravanan Nk
One of the better estate planning solutions. highly recommended.
Reviewed on Facebook
What do you love most about your job?
I love to engage people. The power of Writing a Will and provide financial planning services enables me to help make a difference in people's lives. I derive a lot of satisfaction when I know the work I did helped someone.
What inspired you to start your own business?
I have worked all my life climbing the corporate ladder. However when I joined the workforce 30 years ago I wanted to help people. First I help build better systems as an engineer then it was the ability to help company with solutions to solve their problems. As I move up the ladder I grew further from my motivation. As a planner for Wills writing for financial services puts me back where I love to be. To be able to help people again.
Why should our clients choose you?
I have more then 20 years of investment experience. Creating passive income is my passion. Today I have investments across different asset class and I believe I am very qualified to advice. From the aspect of Estate planning/ Will writing, I am a certified practitioner. I couple that together with my practice as a financial planner I am able to provide a holistic service.
Can you provide your services online or remotely? If so, please add details.
In most of the services that I deliver only certain part can be delivered remotely. When I need to provide instructions on what information to gather, these meetings can be conducted remotely without impacting the quality of advice.
What changes have you made to keep your customers safe from Covid-19?
I ensure wearing of mask in close settings. If you are not feeling well, certain services can be delivered via virtual meetings.
Will Writing
The will writing service will take an estimate of 3 sessions. In the first session I will discuss with you and understand your thoughts and views on how you want to execute your Will. You will be given a worksheet to fill out details that needs to be included. Second meeting will be the actual drafting of the Will and to test for contradictions. The content will be entered onto the platform. Finally the Will is printed and to be signed at HSBC office at 38 South Beach Tower together with 2 witness.
Retirement/Financial Planning
Normally this service will take 3 sessions.
In the first session I will gather as much information as possible about your financial situation and your goals. I will list what are the items you need to prepare for this comprehensive assessment.
In the second session, I will capture the missing details from the first meeting and to review your financial report.
In the final meeting we will evaluate what are the shortfalls or goals to achieve and to apply the necessary actions.
