Bequestly programmes overview

Our Programmes

Three Programmes, One Clear Purpose

Whether you are starting with a single question or ready to organise your family's complete archive, there is a Bequestly programme that fits where you are right now.

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Our Methodology

How We Structure Every Programme

Every Bequestly programme is built around the same three-stage approach: first, we help you understand what the landscape looks like; second, we help you see where your own records stand; third, we help you get those records into a clear, organised form. The depth of each stage varies by programme, but the sequence is consistent.

01

Understand the Landscape

Plain-language education on how estate processes generally work in Malaysia — covering official bodies, key terms, and the general sequence of events.

02

Review Your Records

A structured review of what personal documents and information you currently have, and which categories may need attention.

03

Organise and Hand Over

Help bringing your records into a clear, accessible system — with appropriate referrals to the licensed professionals who handle formal steps.

Legacy Planning Orientation

Programme 01

Legacy Planning Orientation

A gentle, plain-language session explaining how families in Malaysia generally approach organising their affairs and records, and which official bodies and professionals handle which matters. Purely educational and orientation-focused, designed to reduce uncertainty.

Includes a plain-language glossary and a list of relevant official resources. General information only — no personal advice is given at any point.

  • Overview of the general estate process in Malaysia
  • Introduction to relevant official bodies (civil and Islamic)
  • Plain-language glossary of common estate terms
  • List of verified official resources for further reading

Programme Fee

RM 540

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How This Session Works

1

Initial Enquiry

You get in touch by phone or email. We confirm the session date and send a brief overview of what to expect.

2

The Session

A 2–3 hour guided session covering the general estate landscape in Malaysia. You can attend in person (Kuala Lumpur) or online.

3

Materials Provided

You receive a printed or digital copy of the plain-language glossary and official resource list to keep.

Estate Document Organisation

Programme 02

Estate Document Organisation Service

A practical service that helps you gather, sort, and label your own important records and information into one clear, well-structured personal file, so everything is easy to locate. Focused entirely on organisation and record-keeping.

Includes a structured folder system, checklists, and a summary index you keep. Points you to the appropriate professionals for any formal steps.

  • Structured folder system tailored to your records
  • Category checklists covering all major document types
  • Summary index for quick reference
  • Referrals to appropriate licensed professionals

Programme Fee

RM 2,000

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The Organisation Process

1

Discovery Meeting

We meet to understand your current situation — what records you have, what may be missing, and what your priorities are.

2

Sorting & Labelling Sessions

We work through your records together across 1–3 sessions, helping you sort, label, and file everything into the structured system.

3

Summary Index & Handover

You receive a completed summary index and structured file — entirely in your possession. We point you toward the appropriate professionals for any next steps.

Comprehensive Family Legacy Programme

Programme 03

Comprehensive Family Legacy Programme

A structured, multi-session programme combining general education about how estate matters are commonly organised with hands-on help arranging your records and preparing clear questions for the appropriate professionals.

Includes a complete personal archive binder, a family information summary, and follow-up support for factual, non-advisory queries.

  • Full educational component covering estate processes
  • Complete personal archive binder and family summary
  • Prepared question list for professional consultations
  • Follow-up factual support after sessions complete

Programme Fee

RM 4,300

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The Full Programme Journey

1

Orientation & Education

Sessions 1–2 cover the Malaysian estate landscape, official bodies, key terms, and common processes — the same content as our standalone Orientation programme.

2

Records Review & Organisation

Sessions 3–5 focus on reviewing and organising your personal records into a complete personal archive binder.

3

Family Summary & Question Preparation

Session 6 produces your family information summary and a prepared question list for the licensed professionals you will consult.

4

Follow-Up Support

After the programme, you have access to our team for factual, non-advisory follow-up questions by email for three months.

Which Programme?

Choosing the Right Programme for Your Family

Use this table to see which programme includes what, then get in touch if you are unsure which fits your situation.

Feature Orientation
RM 540
Document Org.
RM 2,000
Full Programme
RM 4,300
Plain-language estate education session
Plain-language glossary
Official resource list
Structured folder system & checklists
Hands-on document organisation sessions
Complete personal archive binder
Family information summary
3-month follow-up factual support

Across All Programmes

Standards We Maintain in Every Session

No Personal Advice — Ever

We do not provide legal, financial, or professional advice of any kind. Every session and material is clearly labelled as general educational information only.

Full Confidentiality

Nothing you share in a session is disclosed to third parties. Your personal records are never copied, stored, or removed from your possession.

Regularly Updated Content

Our materials are reviewed against current processes at Malaysian official bodies on a periodic basis to keep content accurate and current.

Pricing

Clear, Transparent Fees

Programme 01

Legacy Planning Orientation

RM 540

  • Single session (2–3 hours)
  • Plain-language glossary
  • Official resource list
  • In-person or online
Enquire

Programme 02

Document Organisation

RM 2,000

  • 2–4 working sessions
  • Folder system & checklists
  • Personal summary index
  • Professional referrals
Enquire

Programme 03

Comprehensive Programme

RM 4,300

  • 6 structured sessions
  • Complete archive binder
  • Family information summary
  • 3-month follow-up support
Enquire

All fees are confirmed before any commitment is made. No hidden charges or additional costs.

Not Sure Where to Start?

Ask Us Which Programme Fits Your Situation

Many families start with a single question. Get in touch and we will help you decide what makes sense — without any pressure.

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