FREE 75-MIN WEBINAR FOR FINANCIAL CONSULTANTS
When It Matters Most:
Choosing the Right Executor & Leaving a Legacy That Lasts
The measure of good estate planning is what happens when it’s finally put to the test.
00
DAYS
00
HOURS
00
MINS
00
SECS
WHAT YOU WILL LEARN
In this session, you’ll learn how to prevent the most common estate-planning breakdowns — before they become family disputes.
Avoid Family Fallout: Choose the Right Executor (and know when neutrality is non-negotiable)
Most estates don’t fail because there’s no Will.
They fail because the executor can’t manage complexity, conflict, or accountability.
Learn:
-
The red flags advisors often miss
-
When not to appoint family
-
When a neutral, professional executor protects everyone — including you
The “Asset Map” That Prevents Delays, Missing Assets, and Admin Chaos
If your client’s assets aren’t properly mapped, the Will becomes theory.
You’ll learn a simple, practical checklist to surface:
-
Hidden or forgotten assets
-
Overseas, jointly held, and nominated items
-
The blind spots that delay probate and frustrate beneficiaries
Legacy Giving Made Simple: Help Clients Give with Clarity (Without Picking the “Wrong” Charity)
More clients are asking: “How do I leave something meaningful behind?”
Learn how to:
-
Structure charitable giving without over-engineering
-
Guide clients by causes, not fragile organisations
-
Preserve intent while keeping flexibility over time
ABOUT THE SPEAKERS
Jaclyn Choon
Director – Trust & Corporate Services
Precepts Group
Jaclyn is well-recognised professionally with more than 20 years of experience in the corporate and fiduciary services industry.
She was instrumental in building up Precepts Group’s corporate secretarial and trust services.
With her strong understanding on the ground, she is able to quickly grasp clients’ personal and business requirements, and provide customised business and personal solutions to suit their needs.
David Chew
Senior Manager
Philanthropic Partnerships | Philanthropy Group
National Council of Social Service (NCSS)
David is with the Community Chest, driving strategic relationships and fostering engagement with foundations and individual supporters focused on legacy planning to advance donations and volunteerism for impactful community causes.
David supports the planning and execution of targeted initiatives, activities, and signature events that enhance donor support and community participation in Community Chest’s transformative programs.
FREE 75-min Training?!
Yes.
At Adviser Playschool, we believe in empowering financial consultants like you by sharing knowledge and fostering growth. We understand that the landscape of financial advisory is constantly evolving, and staying ahead requires access to the latest strategies and insights.
Thanks to partners like GoalsMapper, we are offering this training for free to reach a broader audience, helping more professionals like you overcome the common challenge of client objections.
This is our way of giving back to the community that has been instrumental in shaping the industry's success.
We're confident that the insights and techniques shared will not only enhance your professional skills but also ignite a passion for excellence in your practice.
Consider this webinar as an investment in your future, on us, because when you grow and succeed, we all move forward together.
Brought to you by:
* Terms and Conditions
This training replay is hosted by Adviser Playschool, in collaboration with GoalsMapper. By registering, I understand and agree that I will receive updates on the event.
I understand and agree that Adviser Playschool and/or GoalsMapper may send me information based on the details that I've provided, including (but not limited to) information on the event, offers, promotions and information about goods and services.
I understand that I am able to opt out of receiving the above information by informing Adviser Playschool and/or GoalsMapper.