Estate organisation and legacy planning education programmes

Our Programmes

Three Programmes, One Clear Purpose

Each Bequesta programme is designed to address a specific aspect of estate organisation — from understanding what matters, to putting it in order, to preparing a business for the future.

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How We Work

Our Educational Approach

Every Bequesta programme follows the same core principle: present information in plain language, give participants the tools to act on it independently, and never steer them toward a particular course of action.

We design sessions to be compact and focused. The Orientation is a half-day; the Cataloguing Workshop fills a full day; and the Family-Business programme spans two half-days separated by a week's reflection period. None of these involve ongoing commitments or follow-on access fees.

Programme Sequence

1

Estate-Organisation Orientation

Half-day seminar · ฿3,740 · Individual or couple

2

Records & Document Cataloguing Workshop

Full day · ฿7,140 · Individual or couple

3

Family-Business Continuity Information Programme

Two half-days · ฿11,560 · Family business team

Each programme stands alone. The sequence is a guide, not a requirement.

Estate Organisation Orientation seminar

Programme 1

Estate-Organisation Orientation

A plain-language seminar explaining how families generally organise personal and household records, and what categories of paperwork commonly matter. Purely educational, with no individual advice provided. Participants leave with a take-home organisation checklist that can be applied to their own household immediately.

What this programme covers:

  • Common categories of personal and household documents
  • How families generally structure their records over time
  • What paperwork is commonly needed in different circumstances
  • Introduction to physical and digital storage considerations
  • Take-home organisation checklist

How it runs:

1Welcome and overview of session scope
2Walkthrough of common household document categories
3General storage and access principles
4Q&A (factual and informational only)
5Distribution of take-home checklist
฿3,740 per person / couple Enquire Now

Programme 2

Records & Document Cataloguing Workshop

A practical, administrative session on listing, labelling, and safely storing important family records and heirloom information. Focused entirely on organisation and record-keeping — not on legal decisions or financial planning. Participants receive reusable inventory templates they can adapt to their own household records.

What this programme covers:

  • Creating a structured inventory of household documents
  • Labelling conventions that are clear and consistent over time
  • Safe physical and digital storage practices
  • Managing heirloom records and sentimental items
  • Reusable inventory templates (printed and digital)

How it runs:

1Morning: introduction to cataloguing principles
2Hands-on template completion (using sample documents)
3Afternoon: labelling systems and storage review
4Group Q&A (factual only)
5Distribution of personalised template set
฿7,140 per person / couple Enquire Now
Records and document cataloguing workshop
Family business continuity education programme

Programme 3

B2B Programme

Family-Business Continuity Information Programme

A B2B educational programme that helps family-run companies discuss continuity and succession of roles and processes in a structured, communicative way. This programme covers planning conversations and process frameworks only — not individual entitlement matters. Participants receive comprehensive facilitation materials to continue structured discussions independently after the programme ends.

What this programme covers:

  • How family businesses commonly document roles and processes
  • Frameworks for structured continuity conversations
  • Identifying and recording institutional knowledge
  • Communication approaches for sensitive family-business topics
  • Facilitation guide and discussion template pack

Two-session structure:

Session One

Foundations: roles, processes, and organisational knowledge. Half-day at Bequesta or your premises.

Session Two (one week later)

Structured conversations: applying the frameworks, Q&A, and distribution of facilitation materials.

฿11,560 per business group Enquire Now

Which Programme Suits You?

Programme Comparison

Use this table to decide where to begin. There is no obligation to attend more than one — each programme is complete on its own.

Feature Orientation
฿3,740
Cataloguing Workshop
฿7,140
Continuity Programme
฿11,560
Duration Half day Full day Two half-days
Best for Individuals & couples Individuals & couples Family businesses
Take-home materials
Hands-on template work
Business continuity focus
Facilitation guide included
Can be delivered on-site On request

Across All Programmes

Standards That Apply to Every Session

Participant Privacy

Personal information shared during a session stays within the room. We do not use session participation for marketing and do not pass contact details to third parties.

Content Accuracy

All programme content is reviewed before each cohort. Where general information might not apply to an individual's situation, facilitators say so clearly.

Neutral Facilitation

Facilitators answer factual questions. They do not recommend what participants should do with their records or family situation. That decision remains entirely the participant's own.

No Follow-On Obligation

The programme fee covers the session and materials. There are no subscription access fees, renewal charges, or recommended follow-on services from Bequesta.

Plain Language Commitment

Every programme is tested against a plain-language standard before delivery. Technical terms are explained when they first appear, and a glossary is included in every materials pack.

Direct Support Access

Pre- and post-session questions reach a member of the team directly. We do not use automated ticketing systems for participant communications.

Fees

Clear, All-Inclusive Pricing

No hidden costs. Each fee covers the session, all materials, and refreshments at the Lumphini venue.

Programme 1

Estate-Organisation Orientation

฿3,740

Per person or couple · Half-day

  • Half-day seminar at Lumphini venue
  • Organisation checklist (printed + digital)
  • Refreshments included
  • Q&A with facilitator
Enquire

Programme 2

Records & Document Cataloguing Workshop

฿7,140

Per person or couple · Full day

  • Full-day workshop at Lumphini venue
  • Reusable inventory templates (printed + digital)
  • Hands-on cataloguing exercises
  • Refreshments and lunch included
Enquire
B2B

Programme 3

Family-Business Continuity Programme

฿11,560

Per business group · Two sessions

  • Two half-day sessions (one week apart)
  • Facilitation guide & discussion templates
  • On-site delivery available (Bangkok)
  • Refreshments at Lumphini sessions
Enquire

Next Steps

Not Sure Which Programme to Choose?

Send us a message describing your situation and we can suggest the most suitable starting point. There is no pressure to commit before you're ready.

Get in Touch