Estate planning is not paperwork — it is architecture. The difference between a family that holds together and one that fragments at the first transition is often a set of deliberate, documented decisions made years before they were needed.
These diagrams show what that architecture looks like in practice.
The document that settles everything — or leaves nothing settled.
Without a will
Years of uncertainty
With a will
One afternoon settles decades
A trust holds what you built, exactly as you meant it.
Without a trust
Assets at the mercy of transition
With a family trust
Continuity is immediate
From decision to deed — step by step.
01
Identify what enters the trust — property, shares, business interests.
02
Select individuals whose integrity and capability you trust over decades.
03
Ages, milestones, purposes — distributions follow your design.
04
A legally constituted instrument, signed and witnessed.
05
Title and registration formally move into the trust.
06
The trust is a living instrument — revisit at every major life event.
Wills and trusts are instruments. What they hold is a household — school runs, a business that opens on time, promises made across dinner tables. The next structures are about the people who carry your name: who leads what you built, and who raises those you love.
Leadership transitions are designed, not inherited.
Without a plan
The business becomes the casualty
With a succession plan
The business runs on Tuesday
The most important decision most parents have not made.
Without a guardian named
Strangers decide for your children
With a guardian named
Your choice, binding
Wealth is a relay, not a sprint. Every runner must be trained before the baton arrives.
Build
Enterprise, property, assets accumulated with intention.
Structure
Architecture that holds the wealth across transitions.
Educate
The next runner is trained before the baton arrives.
Transfer
The transition is a process, not an event.
Sustain
Values and structures outlast any individual.
A family that can decide together can hold anything together.
Constitution
Roles, rights and decision-making rules the whole family helped draft.
Council
A regular meeting rhythm with a clear mandate and a record.
Process
Disagreement gets a forum, a mediator and a deadline.
Onboarding
In-laws and heirs join a system, not a mystery.
Every structure on this page was designed years before it was needed — in a calm room, on an unremarkable afternoon. That is the whole discipline: decide while it is easy, so your family never decides while it is hard. Here is how the journey unfolds.
From first conversation to lasting architecture.
01
What you own, what you owe, who depends on you.
02
Beneficiaries, trustees, guardians, executors — every role filled deliberately.
03
Will, trust deed, guardianship instrument — legally constituted and signed.
04
Life cover and trust contributions aligned to your estate plan.
05
Successors and trustees know what is expected, while the room is calm.
06
Marriage, children, business changes, property — the plan evolves with you.
Our advisors work with families across Kenya to design estates that hold — through transitions, through generations, through the unexpected.
20 minutes. Private. No obligation.