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Trusted estate and legacy planning services with clarity and care.

Protecting What Matters Across Generations

WHAT WE DO

At Mezzanine Legacy, we clarify your estate and legacy planning with a steady hand. Our advisors work with you hand in hand to protect your assets, reduce disputes, and smoothen succession across generations.

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Wills (Basic to Premium)

Create a Will that reflects your wishes, from simple to more detailed arrangements.

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Testamentary Trusts

Set up trusts within your Will to protect beneficiaries and manage inheritance responsibly.

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Lasting Power of Attorney (Form 1 & 2)

Appoint trusted decision-makers to act on your behalf should you lose mental capacity.

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Will Re-Writing

Update your Will to keep it aligned with life changes such as marriage, children, or new assets.

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Executor and Trustee Appointment

Name reliable individuals or professionals to administer your estate and carry out your wishes.

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Custodian Services

Safeguard your Will with us for added security and peace of mind.

OUR PROCESS

A Lasting Will, Personalised For You

Plan before paperwork. At Mezzanine Legacy, we assign a dedicated estate planner to plan your estate in accordance to your wishes.

01

Understand You

We start by getting to know you, including your goals, family dynamics, and finances.

02

Build Your Strategy

Based on what you shared, we explore a variety of scenarios and structures (Wills, testamentary trusts, LPAs, etc.) to optimise a plan for you and your loved ones.

03

Draft Your Plan

Once we've finalised what to include in your estate plan, we draft all relevant documents.

04

Review & Confirm

We verify all details, prepare your draft, and walk you through it to make sure nothing is missed. A small deposit is collected at this stage.

05

Sign & Secure

You sign your Will in the presence of witnesses. Once complete, it becomes a legally valid document, ready for safekeeping.

WHY CHOOSE US

Why Families Choose Mezzanine Legacy

Structured Process. Our clear four-step model gives you confidence at every stage.
Legal Backing. All Wills are validated in partnership with licensed and experienced lawyers.
Tailored for You. Your plan reflects how your assets are handled according to your wishes and family needs.
Transparency. Your plan reflects how your assets are handled according to your wishes and family needs.
WHO CAN WORK WITH US

Mezzanine Legacy works with both individuals and businesses

FOR FAMILIES

Protect your wealth, reduce disputes, and ensure your wishes are carried out.

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FOR BUSINESS OWNERS

Plan for succession and secure continuity across generations.

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FOR BUSINESS OWNERS

Plan for succession and secure continuity across generations.

OUR PROFESSIONALS

Explore opportunities to work with us as a certified estate planner through Mezzanine Institute.

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Download our Legacy Planning Checklist to start thinking about your own future.

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Trusted by Families and Businesses

“My parents did their wills and LPAs with Mezzanine Legacy. The team took time to explain every document patiently and made the entire process easy to understand. With the legal support from Eastern Mezzanine Law Corporation, we felt assured that everything was properly and professionally handled.”

Shirley Michelle Koh

Commercial Advisor (Proposals), Valaris

“Went to Mezzanine Legacy to sort out my will and LPA. The team was professional and efficient, making the entire process quick and hassle-free. With the support of the lawyers from Eastern Mezzanine Law Corporation, everything was handled clearly and confidently. The office was also beautifully designed and very comfortable.”

Choo Yuen Teng

Regulatory Senior Executive, Menarini

500+
Families Guided

Trusted by families across Singapore to secure their legacy and protect what matters most.

95%
Client Satisfaction

Our clients consistently share confidence and peace of mind after completing their estate plans.

100%
Legally Valid Wills

Every Will is reviewed and finalized with our partner law firm to ensure compliance and legal soundness.

  • Estate planning ensures your assets are managed and distributed according to your wishes. Without it, your family may face disputes, legal delays, and unnecessary costs.

  • We cover Wills and trusts, business succession, estate administration, and Lasting Power of Attorney (LPA) arrangements. Our planners tailor structured solutions for both individuals and businesses.

  • Our advisors are certified through Mezzanine Institute's three-tier training programme. Only Level 3 graduates qualify for Mezzanine Legacy, meaning you are served by professionals with proven expertise and ethical standards.

  • Not always. A will is often sufficient for straightforward estates. Trusts may be recommended for complex situations, business ownership, or when you want to provide ongoing support for beneficiaries. Our advisors help you decide based on your needs.

  • An LPA allows you to appoint someone you trust to make decisions on your behalf if you lose mental capacity. It complements a will by protecting you during your lifetime.

  • Our process is simple:

    1. Assessment – We understand your goals and family needs.

    2. Plan Design – We develop a strategy tailored to your situation.

    3. Execution – We draft and formalize the required documents.

    4. Ongoing Review – We keep your plan aligned with life changes.

  • Costs vary depending on the complexity of your estate and the services required. We are transparent about fees upfront, and provide tailored packages suited to different needs.

Frequently Asked Questions

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Protect your wealth, your family, and your peace of mind.

Secure your family’s future with Mezzanine Legacy.

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© 2025 Mezzanine Legacy Pte Ltd.

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