Associate Legacy Estate Specialist (ALES)

LEGACY AND ESTATE PLANNING

Associate Legacy Estate Specialist (ALES)

A foundational programme that equips financial advisers and allied professionals with the core knowledge to understand estate planning, recognise common planning needs, and hold more informed conversations with clients.

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Next Intake: 22nd & 23rd Feb 2027

LEVEL

Foundation

DURATION

2 Days

FORMAT

In-Person

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Estate Planning Foundations

Understand the essential concepts, structures and instruments that form an estate plan.

Recognising Planning Needs

Learn to identify common estate-planning gaps, risks and situations that may require further planning.

Confident Client Conversations

Build the knowledge and vocabulary to introduce estate planning and explore client needs appropriately.

Overview

The Associate Legacy Estate Specialist (ALES) certification provides a structured introduction to estate and legacy planning.

Participants develop an understanding of how assets, wills, insurance nominations, LPAs, trusts and other planning considerations interact within an individual's overall estate.

Rather than focusing on individual legal instruments in isolation, ALES introduces participants to the broader estate-planning landscape and the roles played by financial advisers, estate planners, lawyers and other professionals.

Through practical examples and common client scenarios, participants learn to recognise estate-planning needs and understand when further planning or specialist support may be required.

Participants who successfully complete the assessment will receive the Associate Legacy Estate Specialist (ALES) certification from Mezzanine Institute.

Programme Partner

Delivered in collaboration with Mezzanine Legacy.

What You Will Learn

ALES develops the foundational knowledge required to understand estate planning and recognise common planning needs.

Participants will learn how to:

The purpose and core principles of estate planning
How assets may be distributed upon death
The role of wills within an estate plan
How insurance nominations and insurance proceeds interact with estate planning
The purpose and role of Lasting Powers of Attorney
An introduction to trusts and other estate-planning structures
How different assets and planning instruments interact
How to recognise common estate-planning gaps and risks
The different roles of advisers, estate planners and lawyers in the planning process

Participants will also work through practical scenarios to understand how estate-planning considerations arise in real client circumstances.

Who Should Attend

ALES is designed for professionals who want to build a structured understanding of estate and legacy planning.

Financial Advisers Building Their Foundation

Advisers who want to broaden their conversations beyond financial products
Professionals who want to recognise estate-planning needs within existing client relationships

New Practitioners Entering Advisory Roles

Newly licensed financial advisers
Career switchers entering financial advisory or wealth-related roles
Professionals building their foundation in estate planning

Professionals Exploring Estate Planning

Insurance professionals
Banking and wealth-management professionals
Accounting, legal and other allied professionals who encounter estate-planning considerations

Individuals Seeking Structured Knowledge

Individuals who want a practical understanding of how estate planning works
Those considering further practitioner-level development in estate planning

Before You Attend

ALES is a foundation-level programme.

No prior estate-planning experience is required.

Participants working in financial advisory, insurance, banking, wealth management or other client-facing professional roles may find the programme particularly relevant as they will be able to relate the concepts to real client circumstances.

ALES is also the recommended foundation for participants intending to progress to the Advanced Legacy & Estate Planning Practitioner (ALEPP) programme.

Assessment and Certification

Participants will complete a 30-question MCQ assessment covering the core concepts, principles and practical scenarios introduced during the programme.

Successful participants will receive the:

Associate Legacy Estate Specialist (ALES) Certification
Issued by Mezzanine Institute.

The certification recognises that the participant has demonstrated foundational knowledge of estate and legacy planning concepts.

SCHEDULE

16 & 17 Feb 2027
20 & 21 April 2027
22 & 23 Jun 2027

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 30 participants for focused learning

DELIVERY

In-person at selected programme venues

WHO THIS IS FOR

Open to all experience levels

WHAT YOU GET

Practitioner certification (for ALES)
Course materials provided

REGISTRATION DEADLINE

Registration closes 7 working days before the 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.

Learning Pathway

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Next Intake: 21st Oct - 22nd Oct 2026

Advanced Legacy and Estate Planning Practitioner (ALEPP)

Progress to Advanced Legacy & Estate Planning Practitioner (ALEPP)

ALES establishes the foundational knowledge required to understand estate planning.

ALEPP builds on this foundation by developing the ability to analyse client circumstances, identify planning issues and structure estate-planning strategies through more complex case applications.

ALES: Understand & Recognise → ALEPP: Analyse & Structure

LEVEL

Foundation

DURATION

2 Day Course

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