What Households Say
After Completing Our Programmes

The Challenge

A single-person household in Silom with substantial inherited jewellery and several property documents held partly in Thailand, partly in the UK. No inventory existed. The participant had attempted to compile a list twice but abandoned it each time.

The Approach

Enrolled in the Household Inventory Course. Worked through the six units over nine weeks, focusing particularly on the personal property categories and the section on cross-jurisdiction document storage. Used the provided workbook for all exercises.

The Outcome

Completed a typed inventory of 43 items with photographic records of the jewellery. Established a two-folder system for property documents, one for each jurisdiction. Described the result as "the first time the whole picture has been in one place."

The Challenge

A Phra Khanong household with three generations: grandmother, adult son and wife, and two grandchildren. The grandmother held the majority of the household's important documents but had never communicated their location to anyone else. The adult son was aware of the gap but uncertain how to raise it.

The Approach

Attended the two-day workshop as a family of three. Day one's mapping exercise revealed that the grandmother's documents were stored in three separate locations, only one of which anyone else knew about. Day two produced a shared access protocol and a plan to consolidate storage over a three-month period.

The Outcome

Consolidation completed in approximately eight weeks. All three adults now hold a written map of document locations. The family followed up with an enquiry about a legal professional for the next stage — a referral outside Estatewise's scope, handled as directed.

The Challenge

A retiree, originally from Australia, who had completed the inventory course two years earlier and kept the resulting records up to date. Wanted to maintain and deepen familiarity with estate concepts without attending further workshops.

The Approach

Joined the Annual Reading Membership in January 2024. Read all twelve mailings in the first year, attending both in-person sessions. Found the October session on cultural approaches to estate documentation particularly relevant to her mixed Australian–Thai household context.

The Outcome

Renewed for 2025. Updated two sections of her household inventory based on concepts covered in the March and July mailings. Referred the membership to two acquaintances, both of whom subsequently enrolled.