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Principal Estate Planner & Trainer - John Sim

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With over a decade of expertise in Singapore estate planning, I specialize in crafting tailored strategies for a wide spectrum of clients from retail to high-net-worth individuals and families. As a trainer and educator, I empower clients through online courses and consultations to secure their legacies effectively.

My Professional Expertise
I excel in estate and legacy planning, with a focus in Singapore, including Will drafting, structuring living trusts, Lasting Power of Attorney (LPA) Form 2 customisation for complex assets like private business shares, and handling HDB inheritance under schemes for single heirs or common disasters. My knowledge covers digital estate plans, executor letters, and trust management with tax optimization . Clients benefit from my guidance on regulatory compliance and family governance .

Areas of Expertise
- Drafting an effective Will
- Wealth accumulation, preservation & distribution via trusts, family offices, and private investment companies in Singapore.
- Special needs beneficiaries planning
- Digital asset estate planning
- Business succession and continuity planning
- Bespoke Lasting Power of Attorney Form 2 (LPA2) using trust structures

My Training and Services
As an online content creator and trainer, I offer courses on estate planning essentials and personalised consultations. Book an appointment to discuss your unique needs in estate planning, wealth management, or custom training programs. My tailored approach ensures compliant, conflict-free legacy planning.

Complimentary Consultation (30-min)

This complimentary estate planning consultation will explain the scope of the estate planning services, typical charges and to address any questions y... Read more
30 minutes
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Complimentary Consultation (60-min)

This complimentary estate planning consultation will explain the scope of the estate planning services, typical charges and to address any questions y... Read more

Adviser Consultation (1-hr)

This complimentary consultation session is for financial practitioners and other advisers who want to explore collaboration with LegacyPlanning.sg and... Read more

Estate Planning Workshop for Clients (minimum 2-hrs)

The following standard training topics are available, but topics can created to suit the unique needs of your organisation. Booking fee starts from $5... Read more

Estate Planning Training for FA Practitioners (minimum 2-hrs)

The following standard training topics are available, but topics can be created to suit the unique needs of your organisation. Booking fee starts from... Read more
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