Join Our Reseller Program
While we welcome professionals from diverse backgrounds to join our reseller program, we especially
value those with strong business relationships, client-facing experience and a commitment to delivering
greater value to the people they serve.
If you are in one of the following professions, we invite you to explore the opportunity to grow your
services and become part of the SmartWills SmartWriter network.
Insurance Agent
Complement family protection planning with Will preparation.
Trust Unit Consultant
Help clients plan for the future distribution of their investment assets.
Estate Planner
Provide clients with a more complete estate planning solution.
Remisier
Help investors plan for the future distribution of their shares and assets.
Real Estate Agent
Help property owners include their properties in estate planning.
Investment Consultant
Add greater value to your clients' long-term investment planning.
Memorial Park Agent
Complement final arrangements with practical legacy planning.
Financial Planner
Help clients plan their finances, assets and legacy more comprehensively.
Choose Your Program
Whether you are looking for a simple way to get started or a more structured pathway to grow your
network, choose the SmartWriter programme that best fits your goals and how you want to grow with
SmartWills.
SmartWriter
A Simple Way to Get Started
RM 780
Join Us Now
Includes 2 Wills
Program Type
✓ Affiliate Programme
Training
✓ Start with Client Referrals
Business Focus
✓ Client Referral
Growth Opportunity
✓ Serve & Refer Clients
Referral Structure
✓ Referral-Based Business
Suitable For
✓ Individuals looking for a simple way to get started
SmartWriter Plus
A More Structured Pathway to Build and Grow
RM 980
Join Us Now
Includes ‘Be a Marketer’ Course
Program Type
✓ Recruitment Programme
Training
✓ Marketing & Recruitment
Business Focus
✓ Network Building
Growth Opportunity
✓ Recruit & Built Network
Referral Structure
✓ RM300–RM100–RM100
Suitable For
✓ Individuals ready to grow beyond client referrals
What You’ll Learn
Build a Broader Estate Planning Perspective
The CSPM Course introduces four core solution areas that form part of the SmartPlanner platform,
giving participants a clearer understanding of how different Estate Planning needs can be addressed
through a broader range of solutions.
SmartWills Pro
Comprehensive Will Writing
Understand comprehensive Will Writing solutions available through CSPM SmartPlanners.
SmartCare
Insurance Trust & Takaful Trust
Learn about Insurance Trust and Takaful Trust solutions within the SmartPlanner platform.
SmartExec
Estate Administration
Solutions covering Estate Administration, including Grant of Probate (GP), Letters of Administration (LA) and resealing of foreign Wills.
SmartWills Cross-Border
Comprehensive Will Writing
Will Writing solutions through our current country platforms in Malaysia, Singapore, Hong Kong and Thailand.
Who Is the CSPM Course For?
The course is suitable for individuals who want to become a SmartPlanner, particularly professionals
who already have a financial-related business and an existing customer base.
Insurance Agents
Expand client conversations beyond protection into Estate Planning.
Financial Advisors
Add broader Estate Planning solutions to your existing advisory services.
Unit Trust Agents
Complement investment planning with longer-term Estate Planning conversations.
Property Agents
Support property owners with broader legacy and estate considerations.
Company Secretaries
Extend professional services into relevant Estate Planning discussions.
Other Financial Professionals
Suitable for professionals with financial-related businesses and an established customer base.
Why Become a SmartPlanner?
Estate Planning Goes Beyond Will Writing
A SmartPlanner takes a broader view of the client’s estate and can provide access to a range of SmartPlanner solutions.
The CSPM Course provides the training and examination pathway for professionals who want to progress into the SmartPlanner platform.
One-Day CSPM Course
Practical Knowledge for the SmartPlanner Platform
The one-day CSPM Course covers the fundamental knowledge required to understand the SmartPlanner
approach, its key solution areas and how these solutions can come together when serving clients.
✓Estate Planning Perspective
Understanding the SmartPlanner approach and the broader Estate Planning conversation.
SmartWills Pro
Understanding Comprehensive Will Writing.
SmartCare
Understanding Insurance Trust and Takaful Trust solutions.
SmartExec
Understanding Estate Administration, including GP, LA and resealing of foreign Wills.
SmartWills Cross-Border
Understanding Cross-Border Will Writing through the available country platforms.
SmartPlanner Application
Understanding how the different SmartPlanner solutions come together when serving clients.
How SmartWriter Works?
01 ATTEND
Complete the CSPM Course
Join the one-day professional training and build the fundamental knowledge required for the SmartPlanner platform.
02 COMPLETE
Take the CSPM Examination
Participants are assessed based on the knowledge and key solution areas covered during the course.
03 BECOME CERTIFIED
Receive CSPM Certification
Upon successfully completing the required training and examination, participants can be certified as CSPM.
Why Join SmartRecruiter Club?
Turn your connections into greater opportunities with a simple and replicable system designed to help
you grow your network, expand your business reach and create long-term growth with SmartWills.
Simple System
A straightforward model designed to be easy to understand and replicate.
Low Barrier to Start
Get started without the complexity of building a business system from scratch.
Network Growth
Turn your professional relationships into a wider business network.
Growth Potential
Create additional opportunities as your network continues to expand.
What You'll Gain?
More than a business opportunity, SmartRecruiter Club gives you a clearer pathway to build connections,
understand the programme and grow your network with greater confidence.
Business Growth Framework
Gain a clearer understanding of how to introduce the opportunity and develop your network through a structured approach.
Stronger Professional Connections
Build meaningful relationships with individuals across different professional backgrounds and expand your business reach.
Sharing & Learning Opportunities
Join SmartWills sharing sessions to better understand the programme, business model and opportunities available.
Clearer Growth Direction
Turn your connections and networking efforts into a more focused pathway for long-term business development.
Ready to Explore the Opportunity?
Discover how SmartRecruiter Club works and learn how you can turn your professional connections into new possibilities for growth.
Join Our Next Sharing Session
Join Our Affiliate Marketing
SmartWriter offers a simple way to expand your services by helping clients prepare their Will through SmartWills' user-friendly digital platform.
Professionals from diverse backgrounds are welcome. With basic digital skills and the right guidance,
you can assist clients through a structured online Will preparation journey with greater ease and confidence.
SmartWills Malaysia's existing programme welcomes people from varied professional backgrounds, especially
those with relevant client relationships.
Easy to Get Started
A straightforward opportunity built around an established digital platform.
Flexible & Convenient
Assist clients online using a computer, tablet or mobile device.
Expand Your Services
Add Will preparation as a complementary service for the people you serve.
Everything You Need to Get Started
SmartWills' user-friendly digital platform, essential Will knowledge and practical guidance help you get started with greater confidence.
It provides a structured way to understand the Will preparation process, assist clients more effectively and gradually build SmartWriter services into your existing professional offering.
SmartWriter Programme
SmartWriter Portal Access
Use SmartWills' online platform to assist clients with Will preparation.
Basic Will Knowledge
Build a clear, practical understanding of the essential knowledge behind Will preparation.
Platform Guidance
Learn how to confidently guide clients through the SmartWills digital process.
Business Opportunity
Extend your support beyond clients' immediate financial, investment or property needs.
Partner Support
Receive guidance as you begin and develop your SmartWriter journey.
What You'll Gain?
More Ways to Serve Your Clients and Grow Your Professional Value
SmartWriter gives you more than access to a digital platform. It provides a structured way to introduce Will preparation into your existing services and support clients through an important part of their future planning.
Digital Platform Access
Assist clients with greater ease through SmartWills' structured and user-friendly online Will-writing process.
Practical Knowledge
Build a clear and practical understanding of the essential knowledge and key principles behind Will preparation.
Stronger Client Relationships
Extend your support beyond clients' immediate financial, investment or property needs.
Service Portfolio Growth
Add digital Will preparation to your existing professional services and create greater client value.
How SmartWriter Works?
01 JOIN
Register your interest and become part of the SmartWriter programme.
02 LEARN
Understand the SmartWills solutions and digital Will preparation process.
03 ASSIST
Use the SmartWriter Portal to guide clients through their Will information.
04 GROW
Continue serving more clients while expanding your professional services.
Ready to Become a SmartWriter?
Take the next step and discover how SmartWriter can complement the services you already provide.
Contact Us to Get Started
