A training programme is only as strong as the people who deliver it. For SmartPlanner SG, developed by SmartWills Singapore, the trainers are not simply lecturers. They are practitioners who have spent years navigating real cases, from contested wills to cross-border trusts. Their collective knowledge is what turns a three-day course into a meaningful learning experience.
Summary
SmartPlanner SG Trainers
Mr Keon Chee – Founder, Riverside Trustees
With over 30 years in finance and estate planning, Keon Chee is widely regarded as a pioneer in the field. He co-authored Planning Your Will, Trust, LPA and More with contributions from professionals across 12 countries. His ability to translate complex issues into clear frameworks makes him an anchor of the programme. Participants often describe his sessions as eye-opening, because he connects financial principles with the very human challenges families face.
Ms Ooi Li Sun – Director, Wills & Estates
Li Sun brings hands-on experience from over 400 estate and trust cases. Before joining Riverside Planning Services, she led the wills and estate administration team at one of Singapore’s largest legacy planning firms. Having written more than 3,000 wills and testamentary trusts for clients from Singapore, Malaysia, and abroad, her insights are both practical and deeply grounded in the realities of family life. Learners benefit from her pragmatic approach — she shows not only what the law says but also how families respond.
Ms Low Seow Ling – Lawyer & Mediator
Founder of Emre Legal LLC, Seow Ling is known for her work in sustainable estate planning, particularly for singles, seniors, and families with special needs. She was among the first professionals appointed under Singapore’s Deputy and Donee scheme. Her background in mediation adds another layer: she helps learners understand not just the legal process, but also how to handle conflict with sensitivity. Her sessions highlight that estate planning is about people first, documents second.
Ms Jenny Tan – Client Services Director
Jenny’s career bridges both law and banking. With degrees in Law and Banking & Finance, and over 16 years in wealth management, she specialises in structuring trusts for high-net-worth clients. Learners gain rare insight into how private bankers and trust managers think about wealth preservation. Her teaching is particularly useful for participants who advise business owners or families managing multi-generational assets.
Ms Mindy Lim – Certified Trainer, SmartWills Singapore
Mindy represents the next generation of estate planning professionals. With 11 years in the financial industry and certification as an Associate Specialist in Estate Planning (ASEP), she focuses on family financial planning and distribution strategies. Learners appreciate her approachable style, which makes technical topics feel accessible. She also connects theory with how SmartWills Singapore’s digital platform is used in real client scenarios.
SmartPlanner SG: Why These Trainers Make the Course Worth It
What makes SmartPlanner SG stand out is not only its IBF accreditation or its comprehensive modules. It is the chance to learn directly from people who live and breathe estate planning.
- You learn how to draft wills from someone who has written thousands.
- You understand trust structures from experts who design them daily for clients across Asia.
- You see the human side of planning through trainers who mediate disputes and guide families through sensitive moments.
This combination of technical expertise and lived experience cannot be replicated through textbooks or online tutorials.
Conclusion
When participants sign up for SmartPlanner SG, they are not only enrolling in a 3-day course. They are stepping into a classroom led by some of Singapore’s most experienced practitioners in estate and trust planning. Backed by SmartWills Singapore, the programme blends professional rigour with personal insight, making every lesson directly relevant to the challenges professionals face.
For anyone asking why this course is worth the time and investment, the answer is simple: the trainers. They are the heart of SmartPlanner SG, and their experience is what makes the learning transformative.
Official Website ：SmartWills Singapore
Email：enquiry@smartwills.com.sg
Contact ： +6589159929
Address ： 1, NORTH BRIDGE ROAD, #06-16 HIGH STREET CENTRE, SINGAPORE 179094
