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Professional Wills Limited

Professional Wills Ltd (PWL) is the leading provider of multi-jurisdictional Wills and Estate Planning in Hong Kong and the region since 2006. Our Wills and Estate Planning service is comprehensive, leveraging over 25 years combined experience, helping over 2,500 clients.

Our 4 in-house Will Writers are qualified to ensure that we hold ourselves to the highest worldwide professional standards for those advising families across generations. Between them, they are:

  • qualified lawyers, solicitors (non-practicing)

  • members of STEP (Society of Trust and Estate Practitioners)

  • TEP-qualified (Trust and Estate Practitioner)

  • members of the SWW (Society of Will Writers), and/or

  • members of IPW (Institute of Professional Will Writers)

PWL also has Professional Indemnity Insurance which covers the firm for writing Wills for global jurisdictions.

We look forward to welcoming you to our offices.

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About Us

More About Professional Wills and the Team

Our Team

 
PWL_MatthewLloyd

Matthew Lloyd, TEP

Owner & Managing Director

Originally from England, Matthew completed his business degree in the UK and went to work in the finance and estate-planning industry. Matthew moved to Hong Kong in 2001 and joined Professional Wills is 2008.  He has been advising clients on their Wills and estate planning throughout Asia since then. Matthew is a follower of Stoke City, is a keen snooker player and cricketer, and enjoys any challenge by anyone to a game of pool.

Matthew advises on a broad range of cases and has assisted clients on a number of issues connected to their Will writing. These include multi-jurisdictional considerations, inheritance/estate tax planning, and business succession. Matthew also specializes in complications surrounding UK domicile - which is relevant for many clients in the region - and also in planning for repatriation.

Member:

  • IPW (Institute of Professional Will Writers)

  • STEP (Society of Trust and Estate Practitioners)

Qualifications/Certifications:

  • Advanced Certificate in Will Preparation  (STEP)

  • Advanced Certificate in Cross-Border Estates (STEP)

  • SFC (Securities and Futures Commission) Type 1, 4 & 9

Matthew has given seminars to Chambers of Commerce and to similar organizations in Hong Kong, Vietnam, Singapore,  and Thailand emphasising the importance of Will writing and estate planning and the various complications arising in different jurisdictions.

PWL_JessicaPark

Jessica Park, TEP

Consultant

Jessica has lived in Hong Kong since 1958.  Prior to Professional Wills Ltd, Jessica served in the Royal Hong Kong Auxiliary Air Force for 24 years as a rescue helicopter pilot and as such was Hong Kong’s Duty Pilot for emergencies. She also set up and owned Security Systems (F.E.) Ltd (SS), a leading Hong Kong security company that she operated for 33 years. Following the successful sale of SS to G4S in 2006, Jessica changed her profession from the physical security of people and places to the security of people in their families, through estate planning, finances, health, wills and trusts.

 

She is a qualified wills and estate planner via The Institute of Professional Will Writers (IPW) and the Society of Will Writers (SWW) and obtained her TEP with the Society of Trust and Estate Practitioners (STEP).  She is also a Fellow of The Security Institute in the UK.

 

Apart from her military qualifications she obtained her Commercial Helicopters Pilot’s license CPL(H).  Her love of flying has seen her own her own aeroplane, fly all over the UK and Ireland, co-piloted by her wonderful wife Tana. She has 3 adult children.

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PWL_GeorgieShakleton

Georgie Shackleton, LLB

Will Writer

Georgie was born and raised in England and completed her LLB (Hons) Degree at the University of East Anglia. Georgie spent her holidays during university working for a high street law firm that specialises in Wills, Probate and Family Law and enjoyed the private client side of the work.

Before moving to Hong Kong, Georgie lived in Shenzhen and frequently visited Hong Kong. She loved the vibrancy of the city and as a result moved here. Since then, she has worked as a corporate paralegal at an international law firm in Hong Kong, assisting in investment funds and regulatory matters, for example, the establishment of public funds and applications for regulatory licences and approvals.

In her spare time, she plays netball for the Kowloon Netball Club, she also plays badminton and takes Mandarin classes with an aim to take the HSK papers.

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Nivedita Shankar

Will Writer

Nivedita is from Sydney, Australia and has completed her LLB (Hons)/ Bachelor of Finance at the Australian National University in Canberra. She also completed an exchange semester in both the London School of Economics (LSE) and University College Dublin where she developed an interest in working internationally and decided to focus her career within the Asia Pacific region.

 

After graduating, she worked within the Advisory arm of a large professional services company in Sydney where she rediscovered her interest in the law and moved into an in-house legal role. She has experience working within a large retail bank in Australia. Within this role, she was also able to complete her Graduate Diploma of Legal Practice, allowing her to be admitted as a Solicitor of the Supreme Court of NSW.

Apart from work, Nivedita has several interests including singing, running and exploring the nature and food culture of Hong Kong.

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PWL_MelissaLeung
PWL_YammieMok
 
PWL_RachelBourke

Melissa Leung, CPA

Finance Manager

Yammie Mok

Financial Controller

Rachel Bourke

Marketing

Melissa brings more than 20 years experience of diverse accounting, financial, and business experience to her role at Professional Wills Limited.

She earned her Bachelor of Science in Business Administration in Finance as well as completing her CPA in the US. Melissa has extensive accounting experience through accountant and senior management roles for a variety of medium to multinational companies located in Los Angeles, San Francisco, and Hong Kong.

Her expertise includes providing comprehensive accounting services, including, audits, taxes, and payroll reports. Additionally, Melissa has expertise in supporting computerized accounting systems.

She is a native Cantonese speaker, fluent in English and Putonghua, with a basic knowledge of Japanese.

Born and raised in Hong Kong, Yammie has 30 years experience working as an executive secretary and assistant serving top management at an architectural and interior design practise. 

 

In her free time, she swims to keep fit and loves to experiment and learn cooking techniques. She recently won first prize in an Abalone Competition in 2020.

 

She is a native Cantonese speaker, fluent in English, and business-level Mandarin.

Born and raised in Hong Kong, educated in the US at Tufts University, Rachel has a wide array of skills and experience, beginning her career in Silicon Valley, and returning to Hong Kong 15 years ago to work in events and marketing.

She has had worked on large-scale events like Hong Kong's premier music festival, Clockenflap, to fundraising events for Hong Kong Breast Cancer Foundation. She has been an active member in the not-for-profit community for over 10 years, and has served and been an active advisor for the board of the American Women's Association of Hong Kong.

When not working, she spends her time volunteering and mentoring a teams from City University's English Program on social media, event management, and communications. 

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Joy Alba

PA to Managing Director

Joy was raised in Hong Kong, having moved here from the Philippines with her family when she was just a few months old.
 

Joy started her career working for various international firms as an Executive Assistant while simultaneously building a singing career performing at various functions and private events on weekends.

She has a passion for music which she inherited from her father, one of the first jazz musicians who came to HK in the '70s.

Her diverse background and experience give Joy the ability to meet and interact with various personalities and individuals.

Joy's experience includes working for leading international recruitment firms, hospitality, and a leading investment bank.  

She has a Bachelor's degree in Conservatory of Music at the University of Santo Tomas in Manila, Philippines. She is fluent in English, Cantonese, and Tagalog.

PWL_KiaraValencia

Kiara Anne Valencia

Senior Secretary

Kiara works to ensure our office runs smoothly. Through her training and experience in hotel management, she has been able to adapt her skills through her excellent communication with our clients and team.

 

Hong Kong has become her adopted home and she enjoys cooking, spending time with her family and exploring the local culture.

Kiara holds a BSc Hotel and Restaurant Management, Tarlac State University, Philippines.

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PWL_EmilyLloyd
PWL_TanapornWichaiyo

Emily Lloyd

Business Development

Tanaporn Wichaiyo

Business Development

Emily has been in Hong Kong for 15 years and assists the team with marketing and business development. She is active through the international school network educating parents about the value of having correct planning in place for guardianship of young children.

Tana, originally from Thailand, has spent the last 20 years in Hong Kong. She is knowledgeable about Wills and Estate Planning and is ready to assist our clients in finding the right solution for them.