Peace of Mind: A Simple Guide to Writing Your Will

Overview
Learning
Trainer

Course Description

This course is designed to help individuals understand the importance of having a properly written Will and how it can bring clarity and peace of mind for both them and their loved ones.

Many people delay Will writing due to uncertainty or misconceptions, but it is a straightforward and essential step in life planning. Through this session, participants will gain a clear understanding of how a Will works, why it is important, and how it helps ensure their wishes are carried out as intended.

The course is structured in a simple, practical manner, making it easy for seniors to

follow without legal complexity.

Key Takeaways:

By the end of this webinar, participants will understand the importance of having a Will and how it protects loved ones:

1. Learn what happens when a person passes away without a Will (intestacy rules)

2. Identify common mistakes and misunderstandings in Will writing

3. Gain clarity on key components of a Will (distribution, executors, and instructions)

4. Know the first simple steps to start planning and preparing a Will

Dialogue Session Conducted in CyberQuote's Office

3 hours

1 Instructor +
TA supports

Learning Outcomes (What You Will Learn)

Learn what happens when a person passes away without a Will (intestacy rules)

Identify common mistakes and misunderstandings in Will writing

Gain clarity on key components of a Will (distribution, executors, and instructions)

Know the first simple steps to start planning and preparing a Will

Earn a Certification in Completion

Trainer Profile

Patrick is the Founder of SimplyWills Pte Ltd and co-founder of Advance Planning Pte Ltd, the organisations specialising in Will writing, Safekeeping and Estate Planning.

He started his career as a bank manager in 1984 with one of the local banks and moved on to become an insurance consultant in 1988. It was then that he developed his foundation in financial and estate planning. He moved on to focus on training, coaching and mentoring financial advisers in 1995.

As a trainer, coach and mentor, his proudest moment was when he helped some of his trainees achieved the prestigious Million Dollar Round Table (MDRT) award recognizing the top 6% of insurance professionals in the world then.

He started to practise Will writing in 2001 after realizing the importance of having a valid Will and the possible complications of not having one. He founded SimplyWills in 2006 and co-founded Advance Planning in 2018. He now has a team of more than 4,000 Certified Will Planners helping to reach out to members of public. His team has written more than 45,000 Wills and helped more than 4,800 families in applying the Grant of Probate/Letters of Administration.

In recent years, he focused on helping his audience to arrange for the Lasting Power of Attorney (LPA) to be done as soon as possible after realising that having a Will is no longer sufficient in estate planning. He light-hearted way of presenting makes it easier for the audience to understand and more importantly take action to complete their LPAs usually within a few days. Patrick is currently an accredited speaker on the subject.
As an educator, he has presented more than one thousand Workshops and Webinars helping to create the awareness that writing a Will, making an LPA is an important part of the planning process. Many insurance companies, banks, corporates and non-profit organisations have benefitted from his educational and entertaining workshops.

His vision for the companies is to be the PREFERRED WILL WRITING AND ESTATE PLANNING COMPANY IN SINGAPORE providing affordable and accessible Will Writing, Safekeeping and Estate Planning service.

Read All