Banyan Scroll
A quiet courtyard suggesting order and reflection

Estate Planning & Family Succession

Arranging what matters, before it becomes urgent

Structured courses for Hong Kong residents in their 40s, 50s, and beyond — covering wills, trusts, and the full scope of family legacy, in a language everyone can follow.

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+852 2918 6357 [email protected] Admiralty, Hong Kong

Our Courses

Three programmes, one clear direction

Each course is designed to give you clarity rather than anxiety. You take what applies to your situation and set aside what does not.

Wills and Estate Basics

4-Week Course

Wills and Estate Basics

For those approaching a will for the first time, or revisiting one written years ago. Covers what a will can and cannot do, intestacy rules in Hong Kong, and the role of executors.

  • Preparation worksheet included
  • Plain-English legal glossary
  • Family conversation guides

HKD 1,680

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Trusts and Succession Planning

6-Week Programme

Trusts and Succession Planning

An exploration of trust structures for Hong Kong and cross-border situations. Explains costs, complexity, and alternatives so you can have an informed conversation with a solicitor.

  • Moderated Q&A forum
  • Cross-border scenarios covered
  • Practitioner Q&A included

HKD 2,580

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Family Legacy Blueprint

10-Week Programme

Family Legacy Blueprint

A full estate plan for families with multi-generational concerns — property in Hong Kong and abroad, children across jurisdictions, and the non-financial aspects of legacy.

  • Written blueprint compiled
  • Structured feedback included
  • Private review conversation

HKD 3,250

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Why Banyan Scroll

What makes this approach different

Education before decisions

You understand what you are choosing and why, rather than signing documents whose implications are unclear.

Hong Kong–specific context

All content is grounded in Hong Kong law and common local circumstances, including cross-border property and family situations.

Self-paced, no pressure

The material is available when you are ready for it. There is no expectation that you process everything in one sitting.

Family-inclusive framing

Courses include guidance on conversations to have with family members — often the part that feels hardest to start.

Practical materials included

Worksheets, checklists, and glossaries accompany each course so the learning stays with you after the sessions end.

Professional collaboration

We work alongside solicitors and trust practitioners, not instead of them. Courses prepare you to have better professional conversations.

Take the first step

Is now the right time to start?

Many people find that starting is simpler than they expected. We are here to answer questions before you commit to anything.

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+852 2918 6357  |  [email protected]

Common Questions

Questions we often hear

Do I need to have any legal knowledge before joining?
No prior knowledge is needed or assumed. The courses are written for people who have thought about estate planning without having had a professional conversation about it yet. Legal terms are explained in plain English throughout.
Are these courses a substitute for legal advice?
They are not, and we are clear about that distinction throughout. These programmes are educational. They help you understand your situation and prepare better questions for the solicitor or trust practitioner you will eventually work with.
How long does each course take per week?
Most participants find two to three hours per week is comfortable. The structure is designed to fit around working and family life. There is no live attendance required, so you read and work through materials at times that suit you.
Is the content relevant if my family holds property outside Hong Kong?
Cross-border circumstances are addressed directly, particularly in the Trusts and Succession Planning and Family Legacy Blueprint programmes. We do not offer legal advice for other jurisdictions, but we help you understand which questions to raise with advisers there.
What happens after I complete a course?
Participants retain all course materials. The Family Legacy Blueprint includes a private review conversation after the programme ends. For other courses, we are available by email if questions arise from the material after completion.
How much does it cost and what is included?
Courses are priced at HKD 1,680 (Wills and Estate Basics), HKD 2,580 (Trusts and Succession Planning), and HKD 3,250 (Family Legacy Blueprint). Each price includes all course materials, worksheets, and any included review sessions or forums.

Find Us

Our Location

Contact Us

Get in Touch

We respond within one working day. There is no obligation attached to an enquiry.

Contact Details

  • +852 2918 6357
  • [email protected]
  • Room 2106, Two Pacific Place,
    88 Queensway, Admiralty,
    Hong Kong

  • Monday – Friday: 9:00 am – 6:00 pm

    Saturday: 10:00 am – 1:00 pm

    Closed on public holidays

A note on pace

Estate planning is not a decision to rush. We are happy to answer questions by email or phone before you decide whether a course is right for you.

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