Outline Your Will

Get the outline of your Will drawn up…

…then use the outline as a time-saving shortcut to easily draft your actual Will anywhere.

You know that drafting a Will is essential. Now you’re looking for a direct and simpler way to start working on it.

You’ve thought about delving into the topic

But you’re not super excited about spending days and weeks analysing different distribution methods, and not knowing what to do next when you encounter problems.

You’ve thought about going to a Lawyer

But you’re not sure how they charge, their usual rates and whether they’re able to advise from the financial standpoint, since they’re not trained in providing financial advice.

You’ve thought about not writing a Will

But you’re not sure if the standard distribution by the authorities is in line with how you want to distribute. You’re also uncertain if you’ve left out people you care about.

Here’s a crazy question for you:

What if you could outline your Will in 2 hours or less?

Sound too good to be true?
Hang tight. We’re about to show you exactly how.

Here’s the deal with figuring out your asset distribution today.

You’re too busy to try and spend days or weeks researching the best way to leave your assets to your loved ones. Your time is better spent elsewhere.
You’re confused by the numerous strategies & technicalities, and are also skeptical of the unknown fees that are usually associated with writing a Will.
You want easy-to-implement solutions that allow you to skip a few steps forward without time wasting, and actually get things done.

..and that’s where Outline Your Will come in.

You draw up the framework and outline of your Will, in less than 2 hours. Then, you source for a Will writer to easily draft your final Will.

THE

Outline Your Will

FORMULA

Step #1

Create an Asset List to give yourself a broad overview of your assets and who to distribute to. This will set you up for about an hour.

Step #2

Select the framework and create the outline of your Will by specifying clauses applicable to how you want your beneficiaries to receive the assets.

Step #3


With the information from the workshop, your Asset List and Will outline, you’re free to draft your final Will anywhere.

INTRODUCING

Outline Your Will

Get the outline of your Will drawn up…
…then use the outline as a time-saving shortcut to easily draft your actual Will anywhere.

Here’s everything that’s included in this online workshop:

“Distribution Framework” Training (value S$197)

“Key Factors for Distribution” Training (value S$197)

Q&A Session Recording (value S$97)

Bonus #1: Asset List Template (value S$97)

Bonus #2: Will Outline Template (value S$97)


Total Value: S$685

Today’s price: just S$17

Here’s exactly what we’ll cover during the Outline Your Will workshop.

PART ONE

Distribution Framework

45 MINS

  • A simple way to look at the default asset distribution if we do not do anything about it
  • The #1 consideration when we’re planning to distribute our assets and what can you do to elevate it
  • The 4 methods that we can use to distribute our assets, and how do we use them interchangeably for different scenarios
  • How different distribution method come into play and their estimated timeline
  • How do we frame our Will? We look at 3 broad methods that may be applicable to you
  • A simple method that provides step-by-step instructions to create the outline of your Will

PART TWO

Key Factors for Distribution

45 MINS

  • How we can properly handle taxes and assets with debts to avoid leaving nothing to the people you care about
  • We look at some of the important clauses to include in your Will
  • When do we consider setting up a Trust, and the different types of Trusts that you can set up
  • A look at Lasting Power of Attorney, Advanced Medical Directives and how they work
  • How we can utilise the heavily subsidised Special Needs Trust Co (SNTC) if we have special needs dependents
  • How we can handle transferring of business shareholdings if we are a shareholder or sole proprietor

Everything you need to draw up the Outline of your Will in preparation to draft your final Will.

Does drawing up a Will sound like a nightmare?

When you’re a big-picture visionary, sometimes it’s the little stuff that trips you up (like “I don’t have time” or “how should I start”).

Don’t worry. We’ve got your back.

Bonus #1

Asset List Template
Fill in this all-encompass template to do a stock-take of your assets – so you know what assets to distribute to whom – at a glance.

Bonus #2

Will Outline Template
Download this step-by-step checklist…to create the outline of your Will and leave no stones unturned.

I love drawing up a Will Outline first, because I actually get things done.

Hey, I’m Adrian.

I am a MAS-licensed representative from one of the largest Independent Financial Advisory Firm in Singapore. I have been working in this industry for about 10 years and I am truly blessed to have met a lot of wonderful people in this journey.

A couple of years ago, I attended a course with a Will-writing company to be their licensed Estate Planner. I had also attended numerous paid workshops to increase my knowledge in this area of expertise.

Armed with the knowledge of helping my clients plan their asset distribution, I happily started off providing this service with a 25-page Will Instructions Form.

We started off discussing about how they wanted to distribute and explore ways to optimise it. The discussion went on smoothly until the part where we had to fill in the Form. Little did we know that the Form literally took us 4 – 8 weeks to finalise it and there was an overloading of information. The process was both time-consuming and counter-productive.

Not happy with it, I decided to streamline the process – by focusing on common scenarios that most people encounter, breaking up the Will Instructions Form into multiple parts to be used at various discussion points and eliminate uncommon situations.

After a series of fine-tuning, I’m pleased to say that my process works approximately 98% of the time – without any fluff, time-consuming back-and-forth discussions or draggy moments.

As for the other 2%, we were able to do adjustments easily as the groundwork has already been laid.

With the new process, my clients and I were able to cut down the time required to do up a Will from start to finish, by about 50%!

With that, I’ve decided to launch this workshop where I break down the steps where you can follow and get your outline of your Will set up for yourself easily. The workshop content are set up to provide you with sufficient information to do up the outline of your Will, while not being too overbearing by providing crucial pointers and clauses that are common in most Wills.

On top of that, you will have unlimited access to the content, in small snippets where you can go through at your own pace. With this workshop, you’ll be ready to draft your final Will in no time.

Outline Your Will

Get the outline of your Will drawn up…

…then use the outline as a time-saving shortcut to easily draft your actual Will anywhere.

Here’s everything that’s included:

“Distribution Framework” Training (value S$197)

“Key Factors for Distribution” Training (value S$197)

Q&A Session Recording (value S$97)

Bonus #1: Asset List Template (value S$97)

Bonus #2: Will Outline Template (value S$97)


Total Value: S$685

Today’s price: just S$17

30 DAY MONEY BACK GUARANTEE

If you’re not satisfied with Outline Your Will for whatever reason, you’re covered by our no-questions-asked 30-day 100% money back guarantee.

When you walk away from Outline Your Will, you’ll know exactly how to…

1.

Combine all 4 methods of asset distribution to provide for the people you care about.

2.

Handle taxes & assets that have debts in a more efficient way.

3.

Create a Trust and the considerations surrounding this topic.

4.

Select the main framework of the Will that suits your situation the best.

5.

Easily create the outline of your Will by using the template and checklist provided.

INTRODUCING

Outline Your Will

Get the outline of your Will drawn up…
…then use the outline as a time-saving shortcut to easily draft your actual Will anywhere.

Here’s everything that’s included:

“Distribution Framework” Training (value S$197)

“Key Factors for Distribution” Training (value S$197)

Q&A Session Recording (value S$97)

Bonus #1: Asset List Template (value S$97)

Bonus #2: Will Outline Template (value S$97)


Total Value: S$685

Today’s price: just S$17

30 DAY MONEY BACK GUARANTEE

If you’re not satisfied with Outline Your Will for whatever reason, you’re covered by our no-questions-asked 30-day 100% money back guarantee.

Still have questions? We’ve got answers.

Adrian is a MAS-licensed Financial Advisory Representative from one of the largest Independent Financial Advisory organisation in Singapore. For the past 10 years, he helped many of his friends and clients in areas of protecting their wealth and income, as well as growing their assets. If these two things are done well, the natural next step is to properly plan for wealth distribution, which is why this workshop was created to bring you closer to your goals.

We’re guessing you can create the outline of your Will in half a day! 

Yes, you heard it right. You’ll need 1.5 hours to watch the live training sessions, 1 hour to fill in your Asset List, and another hour to fill in the Outline Template.

Later, you might spend more time refining and optimising parts of your distribution plan, but you can probably get an awesome “beta version” done in roughly 4 hours.

In this workshop, I cover other asset distribution methods, such as nomination, Trusts, and how to handle joint assets. Even if you eventually don’t require a Will, you’ll have an idea and templates on how you want to use other methods for distribution.

Absolutely not! This workshop pinpoints the relevant clauses and concerns, and also provides you with working templates to draft the outline of your Will. The purpose is to start working on it right away.

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