In Singapore, estate planning is becoming a mainstream conversation. Families want clarity about wills, trusts, and inheritance, while professionals across law, finance, and insurance are expected to offer guidance. SmartPlanner SG, developed by SmartWills Singapore, answers this demand with a course that blends accredited training, case-based learning, and exposure to digital tools that are already reshaping the industry.
Unlike generic seminars, SmartPlanner SG is structured, recognised by the Institute of Banking & Finance (IBF), and taught by practitioners who deal with these matters every day.
SmartPlanner SG: What Makes This Package Valuable
- Dual Accreditation
Earn two IBF-recognised certificates that enhance your professional profile. - Hands-On Relevance
Real case studies illustrate how wills, trusts, and probate actually play out in families and businesses. - Digital Innovation
Learn through examples from SmartWills Singapore, a platform used by over 10,000 clients for digital will writing in Singapore, Malaysia, and Hong Kong. - Added Value
Includes a PRO Will & Testamentary Package worth S$495, covering trustee appointment and premium printing. - Experienced Trainers
Sessions are led by estate lawyers, trust managers, and wealth advisers with decades of practice.
What You Will Learn
- Module 1: Modern Estate Planning (MEP1)
– Wills in Singapore (for locals and foreigners)
– Probate and estate administration
– Lasting Power of Attorney (Form 1 & 2) - Module 2: Practical Trust Planning (PTP1)
– Testamentary, standby, and insurance trusts
– Private trust companies and family office structures
– Trust planning strategies for cross-border families - Module 3: Leveraging FinTech Innovations
– Digital will writing platforms (case study: SmartWills Singapore)
– Streamlining probate and LPA applications online
– Exploring opportunities in cross-border estate planning
SmartPlanner SG: Course Details at a Glance
- Duration: 3 days (6 hours per day, 9.30am–4.30pm)
- Mode: Modules 1 & 2 in-person, Module 3 online
- Fee: SGD 888 (full course)
- Exemption: Direct entry to Module 3 at SGD 288 for CLPA graduates or equivalent courses
- Extra: Includes a PRO Will Package (S$495 value)
Why It Matters
Singapore’s wealth landscape is becoming more complex, with families managing properties, businesses, and overseas assets. SmartPlanner SG prepares professionals to respond with clarity. It bridges the gap between traditional estate planning and digital innovations like SmartWills Singapore, giving participants both credibility and practical skills.
SmartPlanner SG: Benefits & Learning Summary (Brochure Box)
Why Choose SmartPlanner SG?
- 2x IBF-recognised certificates
- Practical case-based training
- Digital exposure through SmartWills Singapore
- PRO Will Package (S$495 value)
- Expert trainers with 20+ years’ experience
What You Will Learn:
- Drafting wills and handling probate in Singapore
- Setting up trusts for families, HNWIs, and businesses
- Using fintech for digital will writing and estate administration
- Approaches to cross-border estate planning
Conclusion
SmartPlanner SG is more than a training package — it’s a professional step forward. By joining, participants not only gain technical knowledge but also the perspective to guide families through meaningful, often emotional, legacy decisions. Backed by SmartWills Singapore, the programme ensures learners walk away with skills that reflect where estate planning in Singapore is headed: practical, accredited, and digitally connected.
Official Website ：SmartWills Singapore
Email：enquiry@smartwills.com.sg
Contact ： +6589159929
Address ： 1, NORTH BRIDGE ROAD, #06-16 HIGH STREET CENTRE, SINGAPORE 179094
