Calm session room for estate planning education

Participant Experiences

What Participants Say About Their Time with Estavia

Families and family-run businesses from across Thailand and beyond have attended Estavia's programmes. Below is a selection of their reflections.

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Participant Reviews

In Their Own Words

SL

Siriporn L.

Chiang Mai, Thailand

"I attended the Estate-Organisation Orientation with my husband after the passing of my mother-in-law. There were so many papers we did not know how to approach. The session gave us a clear way to start. The facilitator was patient and did not rush us. The checklist has been genuinely useful."

Estate-Organisation Orientation · June 2025

JM

James M.

British expat · Chiang Mai

"I found the Records & Document Cataloguing Workshop unexpectedly useful. I thought I had things reasonably organised, but the workshop revealed several gaps I had not noticed. The inventory templates are something I have continued to use at home. Very well structured day."

Records & Document Cataloguing Workshop · May 2025

AT

Akiko T.

Japanese family · Chiang Mai

"My family has assets and documents in Japan and Thailand. The Orientation session helped me understand which categories of document I should focus on first. The facilitator was clear that the session was educational only, which I appreciated — I was not looking for advice, just a starting point."

Estate-Organisation Orientation · June 2025

RW

Rachel W.

Australian expat · Chiang Mai

"The full-day workshop was exactly the right pace. There was no pressure to rush through anything, and the facilitator made space for questions that felt quite personal without making it awkward. I came away with a clear sense of what to do next with our family records."

Records & Document Cataloguing Workshop · May 2025

PC

Panya C.

Family Business Owner · Chiang Rai

"We enrolled our senior team in the Continuity Programme because conversations about succession had stalled internally. The facilitated format gave everyone a shared framework to refer to. The follow-up sessions allowed time for reflection, which our team needed. A thoughtful approach."

Family-Business Continuity Programme · April 2025

MH

Margaret H.

Retired teacher · Chiang Mai

"I attended on my own and found the Orientation seminar quite reassuring. I had worried the content would be overwhelming, but the level was right and the pace was comfortable. The checklist helped me see that I am actually more organised than I thought — and where I still need to work."

Estate-Organisation Orientation · June 2025

In Practice

Case Studies

Family Household · Chiang Mai

From Scattered Records to a Clear Filing System

The Situation

A family of four adults — two parents and two adult children — had accumulated decades of documents stored across multiple locations. No one was sure what existed, where it was, or whether important items were missing.

What They Attended

The family attended the Estate-Organisation Orientation together, followed by the Records & Document Cataloguing Workshop the following month. The combined format suited the practical and conceptual aspects of their situation.

What Changed

Within two months, the family had created a shared inventory of their documents using the templates from the Workshop. They identified three significant gaps that prompted conversations with relevant professionals of their own choosing.

"We finally feel like we know what we have and where it is. That alone has reduced a lot of anxiety." — Family participant

Family-Run Business · Northern Thailand

Opening Conversations That Had Stalled for Years

The Situation

A family-run hospitality business with three active family members in key roles had deferred any continuity planning for several years. Attempts to discuss the topic internally had repeatedly lost momentum.

What They Attended

The three family members enrolled in the Family-Business Continuity Information Programme. The multi-session format — with time built in for reflection between meetings — suited a group that needed to process ideas between conversations.

What Changed

By the third session, the family had drafted an initial role continuity framework they could continue to develop. They left with facilitation materials to use in future internal discussions, without needing to engage Estavia further.

"Having a neutral framework gave us something to discuss that wasn't about personalities. It was about processes." — Business owner participant

Expatriate Household · Chiang Mai

Navigating Multi-Country Record Organisation

The Situation

A couple with documents, property interests, and financial accounts across two countries found the cross-border dimension of record organisation particularly difficult to approach without a framework.

What They Attended

Both attended the Orientation session. The session's category-based approach — rather than a jurisdiction-specific one — was well suited to their cross-country situation and helped them identify which questions to ask qualified advisers separately.

What Changed

They left the session with a clearer map of the categories of documentation relevant to their household and a better sense of where their records were incomplete. They subsequently attended the Cataloguing Workshop three weeks later.

"The session didn't try to solve our specific situation — it gave us a way to think about it. That was exactly what we needed at this stage." — Workshop participant

By the Numbers

Trust Indicators

4.8

Average participant rating

340+

Participants since 2019

6

Years of programme delivery

3

Distinct educational programmes

Contact Estavia

Address

94 Chang Khlan Road, Chang Khlan, Chiang Mai 50100

Office Hours

Monday – Friday: 9:00 – 17:00
Saturday: 10:00 – 13:00 (by appointment)

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