Participant Experiences
What people say after completing a course
Accounts from Hong Kong residents who have worked through our programmes and taken what was useful from them.
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Participant testimonials
Catherine Wong
Mid-Levels, Hong Kong · March 2025
Wills and Estate Basics
"I had assumed this would feel overwhelming. It didn't. The pace was comfortable and the material was written for people who aren't lawyers, which I definitely am not. I came out of it knowing what to say to a solicitor, which was the point."
James Leung
Sai Kung, Hong Kong · February 2025
Trusts and Succession Planning
"We have property in the UK and children who grew up here and there. The cross-border sections were directly relevant to our situation — something I haven't found in any other material. The Q&A forum was also worth having."
Mei-Ling Tsui
Kowloon, Hong Kong · January 2025
Family Legacy Blueprint
"The ten weeks felt manageable rather than long. The part about non-financial legacy — letters to children, distributing items that hold meaning — turned out to be what I most needed to think through. The review conversation at the end was genuinely useful."
Richard Ho
Sha Tin, Hong Kong · March 2025
Wills and Estate Basics
"I had a will from 2009 that I knew needed updating but kept postponing. This course gave me the structure to work through what had changed and why. The intestacy section was an eye-opener — I hadn't realised how much the default rules differed from what I would have chosen."
Angela Chan
Discovery Bay, Hong Kong · February 2025
Family Legacy Blueprint
"My husband and I did the Blueprint together. Having a written document at the end — something we compiled ourselves — made the professional meetings that followed much more productive. We walked in knowing what we wanted, not asking someone to tell us."
Peter Kwok
Pok Fu Lam, Hong Kong · January 2025
Trusts and Succession Planning
"I came in thinking I needed a discretionary trust. I came out thinking I probably don't, at least not yet. The course was honest about when trusts are worth their cost and when simpler arrangements serve better. That honesty was worth the enrolment fee on its own."
Case Studies
Participant journeys in more detail
Case Study 1 — Wills and Estate Basics
A will left untouched since 2011
Situation
A participant in her late 40s with a will written when her children were young. She had remarried, and a property she owned jointly with her first husband had been transferred — but her will had not been updated to reflect any of this.
What the course provided
The Wills Basics programme helped her understand how marriage and property changes affect an existing will under Hong Kong law, and what the consequences of intestacy would be in her current circumstances. She compiled a preparation worksheet before meeting with a solicitor.
Outcome
Within two months of completing the course she had a new will in place. She described the solicitor meeting as "shorter than expected and not confusing" — which she attributed to arriving with a completed worksheet and a clear sense of her intentions.
"I kept putting it off because I thought I didn't know enough to have the conversation. The course changed that."
Case Study 2 — Family Legacy Blueprint
Three children, two countries, one estate plan
Situation
A couple in their mid-50s with one child based in Hong Kong, one in the UK, and one in Australia. They owned property in Hong Kong and Canada, and had ageing parents in one family whose care arrangements were uncertain.
What the course provided
The Blueprint programme helped them map the cross-border dimensions of their estate, understand what questions to raise with solicitors in each jurisdiction, and — unexpectedly — prompted a family conversation about the distribution of certain family items that had been a source of unspoken tension.
Outcome
They left the programme with a written blueprint covering both financial and non-financial legacy planning. The private review conversation helped them identify two areas where professional advice was needed and two where existing arrangements were already adequate.
"We hadn't planned to discuss the family items at all. The course gave us a framework that made it possible."
Case Study 3 — Trusts and Succession Planning
Reconsidering a trust arrangement
Situation
A participant who had been told by a financial planner several years earlier that he "should probably set up a trust." He had never followed up, partly because he wasn't sure what that would entail or whether it was right for his situation.
What the course provided
The Trusts and Succession Planning course gave him a clear picture of what different trust structures involve, their ongoing costs, and in what circumstances they genuinely offer advantages over simpler estate arrangements. The moderated forum allowed him to ask questions specific to his situation.
Outcome
He concluded that a trust was not the right structure for his estate at its current scale, and that a well-drafted will with a clear executor arrangement was more appropriate. He engaged a solicitor to draw this up and described the decision as having "finally closed an open question."
At a Glance
A few numbers worth knowing
340+
Participants completed
4.8
Average course rating
6
Years in Hong Kong
91%
Would recommend a course
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