About EPPL & AEPP®


Estate Planning Practitioners Limited (EPPL), established in 2009, champions professional estate and succession planning across Asia through high-quality training, seminars, and conferences.

AEPP® Designee Network

The AEPP® designation is awarded by EPPL in partnership with the Society of Will Writers (UK) and is held by over 8,600 practitioners across Asia.
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Why AEPP® Matters

Professional Recognition

Accredited by both EPPL Asia and SWW (Society of Will Writer), providing credibility and career advancement.

Wide Reach

Join a growing community
More than 4,100 designees in Singapore, 2,013 in Malaysia, 364 in Hong Kong, and others across the region, total over 8700 AEPP designees worldwide.

Practical Value

Financial professionals consistently report being able to apply new knowledge immediately to client work.

#1 Hands-on Learning

The programme equips you with essential skills and tools to implement effective estate planning and legacy solutions.

#2 Designation

On either successful completion and passing the exam or join Physical class,  you earn the AEPP® designation title.

#3 Visibility


Certified practitioners will reach a wide network and have access to professional expertise in wealth planning industry worldwide.

#4 Update


AEPP designees will join regular seminar with market updates and regulations. 

THE AEPP® DESIGNATION

Asia's Benchmark for
Estate Planning
Advisors

The AEPP® Online Programme is a practical, self-paced course for Professional Advisers who want to use estate planning to enhance their advisory services — available anytime, anywhere.

Delivered through video modules and real-world case studies by experienced facilitators, the programme equips you with the knowledge to engage meaningfully on wills, trusts, succession structures, and wealth distribution.

Upon completion, you can add the AEPP® designation to your credentials — the most widely recognised estate planning credential across Singapore, Malaysia, Indonesia, Hong Kong, and China, awarded jointly by the Society of Will Writers (SWW) of the UK and EPPL.


What the Programme Cover

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✦ Fundamentals of Estate & Succession Planning

✦ Wills, Trusts, and Nominations

✦ Cross-border wealth and asset distribution

✦ Business succession and family governance

✦ Real-life case studies with experienced practitioners

Duration

7.5 hours

Learners

8600+

C-Level Insights

4 Experts

Case Study

4 cases

Modules 

10 Modules

Price

USD 400

Course Outline

Topic 1: Introduction

  • Introduction to Estate planning
  • The purpose of Estate planning
    - What and Why of Estate planning
    - Aspects of Estate planning and potential issues
  • The Life cycle of Wealth and Succession
    - The ingredients for Wealth perpetuation
    - Perspectives of Inheritance
    - Accumulation of Income
    - Concentration of Wealth
    - Capital growth and Replenishment
    - Family Dynamics
    - Management and Governance
  • The Concepts and Tools of Estate planning
    - The classification of assets
    - Types of Estate planning tools and services
  • The Opportunity in Estate planning for financial adviser and intermediary

Topic 2: International Context 

  •  Cross Border Assets
    - Investment accounts
    - Insurance policies
    - Real estate
    - Other asset classes
  •  Companies
  •  Probate Aspects
  •  Forced Heirship

Topic 3: Cross Border Assets 

  • Dying testate vs Intestate
  • Process of estate administration with the Grant of Probate and Letter of Administration in Malaysia and Singapore

Topic 4: Trust Planning Malaysia 

  • Trust services in Investment Trust and Private Trust
    - The fiduciary duty of the trustee
    - The rule and regulation Trustee Act 1949
  • Types of trust structure
    - Testamentary Trust
    - Insurance Trust
    - Living Trust
  • Wealth succession for the Mentally incapacitated
  • Asset protection perspectives
  • Creditors
  • Divorces
  • Forced Heirship
  • Succession of the foreign investor and foreign business owner’s assets in Malaysia:
    - Malaysian residence
    - Individual and joint ownership
    - Corporate ownership

Topic 5: Singapore Succession Planning

Topic 5.1 – Singapore Succession Structures in Wealth Management
  • Introduction and features of the Singapore Trust Discretionary Trusts Letter of Wishes
  • Protector
  • Reserved Powers of Investment
  • Testamentary Trusts and Standby Trusts
  • Lasting Powers of Attorney (LPA)


Topic 5.2 – Singapore Real Estate
  • En Bloc
  • The Stamp Duty Regime


Succession Planning Instruments
  • Will Making
  • Property Trusts

Topic 6: Inbound and Outbound Taxation Aspects (Malaysia)

  • Tax issues to be considered when planning for succession for the Malaysian client vis-a -vis:
    - Investments located in and outside Malaysia
    - Types of investments held in by individual
    - Timing of transfer of wealth to the next generation
    - Different types of SPV suitable for succession planning for Malaysian clients
  • Tax considerations when setting up Labuan Foundations. 

    • Topic 7: Trust Structure with company

  • Setup of structure and requirements
  • Reservation of investment powers and investment instruction mandate
  • Monitoring, supervision and reporting aspects
  • Trust and Company accounting and administration

    • Topic 8: High Net Worth and Ultra High Net Worth Structures

    • Family Private Trust Companies
    • Family Offices
    • What do family business owners need to plan for their personal wealth creation and accumulation alongside their Founders’ businesses?
    • Independent Multi-Family Offices as a viable proposition in asset and wealth management and in creating intrinsic value for clients
    • Concept for the Family Bank

    Hong Kong Introduction

    • Relocation, Singapore Residency and Permanent Residency
    • Singapore Companies and Variable Capital Companies for investment holdings

    Case Study

    CHOOSE YOUR PATH TO CERTIFICATION

    Mandatory last step. Ready to prove your skills? Select your preferred method to complete the final assessment.

    PATH A: EXAM COURSE
    Validate with our comprehensive online assessment.

      Complete Online 
      Flexible Scheduling 
      3 Attempts 
      Real-time Analysis


    Path B: PHYSICAL CLASS
    Validate with immersive, face-to-face learning.


      Learn Directly with Experts 
      Active Peer Discussion  
      Half-Day Intensive Session  
      Immediate Pass & Graduate:

    CELEBRATE YOUR ACHIEVEMENT!

    AEPP® Graduation Ceremony in Malaysia

    Ready to walk the stage? Your journey culminates here!

    KEY LEARNING OBJECTIVES 

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    On completing the AEPP® International certification programme, participants can look forward to:

    • Understanding of the tools and ingredients for estate planning and how wealth can transit successfully to the next generation;

    • The trust structures that are available and the multiple solutions for wealth succession planning; 
    • Understanding international legal and tax issues along with the complexities of transferring cross border assets including real estate portfolios;

    • Applying high-value practical knowledge and concepts gained from trust solutions to enhance their current practice to stay ahead of their competitors; and 

    • Gaining access to the expertise of practitioners in estate planning who can relate on real-life case studies and their applications.

    EPPL’s Regional Presence & Recognition

    Established across Southeast Asia, expanding to Malaysia. 

    Partnerships

    EPPL also works with various Asian country representatives to heighten awareness of the crucial estate planning component of wealth distribution.

    Extended Support Services

    After certification, practitioners can access trust advisory services through EPPL MY. 

    Our partners