Organised document workspace for estate planning education

Our Programmes

Three Programmes. One Clear Purpose.

Each Estavia programme addresses a distinct stage in the process of organising family records and preparing for continuity. All are educational in format, with no advisory component.

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How We Approach This Work

The Estavia Methodology

Structure First

Every session begins with an overview of the territory — what categories of information typically matter, and how they relate to one another. Participants understand the map before they walk it.

Practice in the Room

Hands-on exercises bring the structure to life. Using example scenarios, participants work through the kind of sorting, labelling, and cataloguing that the programme covers.

Resources to Continue

Participants leave with materials that translate the session content into actions they can take in their own time, at their own pace — without needing to return for further instruction.

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. The session is designed for families at the very beginning of the record-organisation process — those who want a comprehensive overview before deciding how to proceed.

  • Overview of common document categories and their typical relevance
  • Guidance on identifying gaps in existing records
  • Discussion of how records are typically stored and accessed
  • Take-home organisation checklist included
  • Small group format — questions welcomed throughout

Programme Steps

  1. Welcome and introduction to the session framework
  2. Walk-through of major document categories
  3. Identifying what you have and what may be missing
  4. Storage and access considerations
  5. Checklist review and open questions
฿4,420 Half-day seminar · Max 12 participants Enquire Now
Estate Organisation Orientation session
Records and Document Cataloguing Workshop in session

Programme 2

Records & Document Cataloguing Workshop

A practical, administrative session on listing, labelling, and safely storing important family records and heirloom information. Focused on organisation and record-keeping only — not on legal arrangements or ownership questions. Suitable for families who are ready to do the physical and administrative work of sorting and cataloguing what they have.

  • Hands-on cataloguing practice with worked examples
  • Labelling methods and consistent naming conventions
  • Physical and digital storage considerations
  • Handling heirloom items and associated documentation
  • Reusable inventory templates included for personal use

Workshop Steps

  1. Introduction to cataloguing principles
  2. Naming and labelling practice exercise
  3. Physical storage methods overview
  4. Digital record-keeping considerations
  5. Template walkthrough and personal inventory planning
฿7,480 Full-day workshop · Max 12 participants Enquire Now

Programme 3

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. Covers planning conversations and process only — not individual entitlement matters. The programme is facilitated across multiple sessions to allow time for reflection and internal discussion between meetings.

  • Structured frameworks for continuity conversations
  • Role and process documentation overview
  • Communication approaches for sensitive succession topics
  • Facilitation materials for continued internal use
  • Multi-session format to allow reflection between meetings

Programme Steps

  1. Session 1: Mapping current roles and key processes
  2. Internal reflection period (between sessions)
  3. Session 2: Continuity conversation frameworks
  4. Internal reflection period (between sessions)
  5. Session 3: Review, facilitation materials handover, and open Q&A
฿10,880 Multi-session programme · For business groups Enquire Now
Family-Business Continuity Programme session

Choosing the Right Programme

Which Programme Suits You?

Feature Orientation Cataloguing Workshop Continuity Programme
Best for families just starting out
Hands-on cataloguing practice
Suitable for business groups
Reusable templates included
Checklist included
Facilitation materials for continued use
Multiple sessions across time

Not sure which fits? Contact us and we can help you decide.

Shared Across All Programmes

Standards We Apply

Privacy of Participant Data

No personal records are collected. All practice exercises use example content only.

Plain Language Standard

All content is reviewed against a plain-language checklist before delivery.

Annual Content Review

Materials are updated each year to reflect current administrative norms and any participant feedback.

Educational Scope Only

No advice — financial, legal, or otherwise — is given at any point within or outside the programmes.

Transparent Pricing

Programme Fees

All prices are fixed and inclusive of materials. There are no additional costs within the programme.

Programme 1

Estate-Organisation Orientation

฿4,420

Per participant · Half-day

  • Plain-language seminar delivery
  • Organisation checklist included
  • Open Q&A throughout
Enquire

Most Comprehensive

Programme 2

Records & Document Cataloguing Workshop

฿7,480

Per participant · Full-day

  • Hands-on cataloguing practice
  • Reusable inventory templates
  • Digital and physical storage guidance
Enquire

Programme 3

Family-Business Continuity Programme

฿10,880

Per group booking · Multi-session

  • Three facilitated sessions
  • Facilitation materials for ongoing use
  • For family-run business groups
Enquire

We Are Here to Help You Decide

Not Sure Where to Start? Ask Us.

We are glad to discuss which programme suits your situation before you commit to anything. There is no obligation — just a calm conversation to help you find the right fit.

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