Associate Legacy Estate Specialist (ALES)

LEGACY AND ESTATE PLANNING

Associate Legacy Estate Specialist (ALES)

A foundational program that gives financial advisers and allied professionals a broad, practical grasp of estate-planning fundamentals so they can start confident client conversations and the ability to recognize planning opportunities.

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Next Intake: 18 - 19 June 2026

LEVEL

Foundation

DURATION

2 Days

FORMAT

In-Person

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Professional Certification

Earn the ALES certification to strengthen your credibility in estate and legacy planning.

Integrated Estate Planning

Understand how legal and financial tools work together within an estate plan.

Real-World Planning Scenarios

Learn through practical cases and real practitioner insights.

Overview

The Associate Legacy and Estate Specialist (ALES) certification introduces the essential frameworks used in estate and legacy planning.

Participants learn how different legal and financial tools work together to support families, business owners, and professionals in structuring their estates.

The programme focuses on real scenarios, practical coordination, and the roles played by lawyers, financial planners, and estate planners in the estate planning process.

Participants who complete the assessment will receive the ALES certification from Mezzanine Institute.

Programme Partner

Delivered in collaboration with Mezzanine Legacy.

What You Will Learn

Earning the ALES certification demonstrates that you understand the core principles and coordination involved in estate planning.

Participants will learn how to:

Understanding estate planning structures and frameworks
The role of wills in estate distribution
How insurance supports estate liquidity
Identifying gaps in estate planning scenarios
Recognising common planning risks and mistakes

Participants will also gain practical awareness of how advisory professionals work together in real estate planning situations.

Who Should Attend

This programme is designed for professionals who want to develop a structured understanding of estate and legacy planning.

Financial Advisors , 0–5 years

Move beyond product selling
Learn a structured planning approach you can apply with clients

New Practitioners entering advisory or planning roles

Career switchers entering the field
Newly licensed advisors building foundations

Professionals exploring estate planning

Insurance, banking, and wealth support roles
Looking to add estate planning into your scope

Public, serious learners

Want to understand how estate planning works in practice

Before You Attend

ALES is a foundation-level programme designed to introduce the key concepts used in estate planning.

Participants do not need prior experience in estate planning. However, professionals who work in advisory, financial services, or client-facing roles may find it easier to apply the concepts discussed during the programme.

Assessment and Certification

You complete a 30 question MCQ assessment based on real scenarios and core concepts.

Successful participants receive the Associate Legacy and Estate Specialist (ALES) certification from Mezzanine Institute.

SCHEDULE

18 to 19 June 2026

9:30 AM to 3:30 PM each day

DURATION

2 Days, 6 hours per day

PROGRAMME FEE

Standard Fee: $1,080

Promo Price: $580 (enquire for more details)

INTAKE SIZE

Limited to 20 participants for focused learning

DELIVERY

In person at Mandala Club or SMU

WHO THIS IS FOR

Open to all experience levels

WHAT YOU GET

Practitioner certification (for ALES)
Lunch and course materials provided

REGISTRATION DEADLINE

Cut-off registration 7 working days before programme start date

Trainers

Shane Toh

Associate Director and Principal Estate Planner

Mezzanine Legacy

Shane Toh is Mezzanine Legacy’s Associate Director and Principal Estate Planner. From simple family estates to complex cases involving businesses, trusts, and cross-border assets, Shane brings extensive real-world experience to the table. He also designed WISH (Will Integration Strategy Hub), Mezzanine Legacy’s proprietary platform that structures the entire life cycle from client discovery to Will onboarding.

Glennis Yew

Managing Director

Eastern Mezzanine Law Corporation

Glennis Yew is Eastern Mezzanine Law Corporation’s Managing Director. She combines litigation-trained rigour with experience in corporate structuring and private wealth matters. Her work focuses on structuring legally robust solutions that safeguard assets, manage risk, and support long-term estate and succession outcomes. Glennis approaches estate planning with an emphasis on legal soundness and practical applicablity.

Celeste Cordeiro

Associate Director

Eastern Mezzanine Law Corporation

Celeste is an Associate Director at Eastern Mezzanine Law Corporation, where she advises on regulatory and compliance matters in estate, wealth, and financial planning. Drawing on her background in family law litigation, she brings a keen understanding of complex family dynamics to her estate planning practice. This perspective allows her to deliver strategic, legally robust, and practical estate and succession solutions tailored to Singapore’s evolving regulatory landscape.