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About Estate Planning Practitioners (HK) Limited

Our mission is to upskill financial professionals by enhancing the knowledge in estate planning so they can play key roles in the essential ecosystem of legal, trusts and financial practitioners to meet the succession and wealth transition needs of their ultimate clients. We achieve this by using a two-prong approach – professional training and independent trust advisory service. The professional training is provided through an accredited certification program – Associate Estate Planning Practitioners AEPP® – awarded by Estate Planning Practitioners Limited of Singapore and Society of Will Writers of the United Kingdom. Currently there are over 8,000 AEPP® designees in Singapore, Malaysia, Indonesia, Hong Kong SAR and Mainland China. We emphasize putting knowledge into practice. Through the independent trust advisory service exclusively available to AEPP® designees, we aim to assist the financial professionals to understand the estate planning needs of their clients and navigate the network of practitioners to generate comprehensive estate planning solutions — deepening their client relationships and driving synergistic business growth. Estate Planning Practitioners (HK) Limited is incorporated in Hong Kong and is granted a Trust or Company Service Provider (TCSP) licence.

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