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Associate, Estate Planning at PRECEPTS LEGACY PTE. LTD.

Position Associate, Estate Planning
Posted 08 Aug 2026
Expired 07 Sep 2026
Company PRECEPTS LEGACY PTE. LTD.
Location Anson Road | SG
Job Type Full Time

Job Description:

Latest job information from PRECEPTS LEGACY PTE. LTD. for the position of Associate, Estate Planning. If the Associate, Estate Planning vacancy in Anson Road matches your qualifications, please submit your latest application or CV directly through the updated Jobkos job portal.

Please note that applying for a job may not always be easy, as new candidates must meet certain qualifications and requirements set by the company. We hope the career opportunity at PRECEPTS LEGACY PTE. LTD. for the position of Associate, Estate Planning below matches your qualifications.

THE ROLE

You will draft the Wills that our clients' families will one day rely on. Working inside the Wills & Custody team, you take instructions gathered by our estate planners, turn them into accurate documents, and carry them through vetting, attestation and custody. It is precise, deadline-driven work with genuine client contact — you will meet clients, explain drafts in a language they understand, and act as a witness at signing.

KEY RESPONSIBILITIES
  • Draft Wills from client instructions and prepare supporting documents through to final execution copy.
  • Vet submitted instruction forms and documents for accuracy, completeness and internal consistency before drafting begins.
  • Liaise with estate planners and clients on drafts, revisions and queries — in person and virtually.
  • Interpret instructions accurately, and flag ambiguities or conflicts back to the estate planner before they reach the client.
  • Attend attestation appointments, act as a witness, and verbally translate the contents of the Will into a language the client understands.
  • Prepare invoices, and process and verify proof of payment for services rendered.
  • Maintain document management, filing and custody records to departmental standards.
  • Support the wider team on ad-hoc administrative tasks and cross-departmental work.
WHAT YOU WILL NEED

Essential

  • Diploma or above, in any discipline.
  • Excellent written and spoken English, with the ability to explain a legal document in plain terms.
  • Demonstrable attention to detail — you notice the wrong name, the missing clause, the date that does not match.
  • Able to hold multiple files at different stages without losing track of any of them.
  • Comfortable with Microsoft Office and document management systems.
  • Discretion in handling confidential family information.

Advantageous

  • Experience as a paralegal, or in a law firm, in-house legal team or corporate secretarial practice.
  • Ability to converse in Mandarin, Malay, Tamil or a Chinese dialect, in order to translate the contents of a Will for clients who are not fluent in English.
  • AEPP® certification, or the appetite to work towards it.
HOW YOU WORK
  • Meticulous, organised and attentive to detail.
  • Adaptable, and comfortable in a fast-paced environment.
  • Proactive, hands-on and willing to learn.
  • Dependable and easy to work alongside.
WHAT WE OFFER
  • Structured training with a defined competency framework and a named supervisor.
  • Sponsored pathway towards AEPP® certification through Precepts Academy.
  • Direct exposure to clients and estate planners from early in the role, not after two years.
  • A confirmed salary increment on successful completion of training.
  • Medical and dental benefits upon confirmation.
  • Annual salary review and performance-based bonus.
WORK ARRANGEMENTS
  • On-site. This role requires physical presence for attestation appointments and witnessing, and for custody of original documents.
  • 5-day work week.
  • Training provided.

Job Info:

  • Company: PRECEPTS LEGACY PTE. LTD.
  • Position: Associate, Estate Planning
  • Work Location: Anson Road
  • Country: SG

How to Submit an Application:

After reading and understanding the criteria and minimum qualification requirements explained in the job information Associate, Estate Planning at the office Anson Road above, immediately complete the job application files such as a job application letter, CV, photocopy of diploma, transcript, and other supplements as explained above. Submit via the Next Page link below.

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