Estate Planning
Estate planning orientation — wills, probate awareness, inheritance themes, executor guidance and documentation checklists — with referral to solicitors for instruments.
The challenge
Many adults have no will, outdated beneficiaries or unclear executor arrangements, especially across borders.
How Bhenito helps
An estate planning journey: checklist, gap analysis, meeting agenda and solicitor introduction — complementary to Wealth Check estate scores.
Who this is for
- — Adults without current wills
- — Parents
- — Cross-border families
- — Business owners
What is included
- — Estate documentation checklist
- — Will / PoA / insurance gap framing
- — Executor and beneficiary conversation prompts
- — Link to legacy planning and succession services
- — Solicitor referral pathway
How the service works
- 01Assess — checklist and Wealth Check estate module
- 02Prioritise — critical documents first
- 03Brief counsel — jurisdiction and assets
- 04Implement — solicitor-led instruments
- 05Review — event-driven updates
Expected outcomes
- — Clear documentation priorities
- — Counsel engagement with a useful brief
Bhenito's role
Educator and coordinator.
Third-party involvement
Wills and probate solicitors; tax advisers for inheritance themes.
Risks and limitations
Bhenito does not draft wills. Cross-border estates require multi-jurisdiction advice.
Investments carry risk. Returns are not guaranteed. Past performance is not a reliable indicator of future results. Figures shown are indicative and subject to due diligence. Prospective investors should obtain independent financial, legal and tax advice before making investment decisions.
Governance note
Trust formation, will drafting, probate and tax advice are delivered by qualified solicitors, tax advisers and fiduciaries. Bhenito educates and coordinates; it does not replace those professionals.
Content last reviewed: 2026-07-16
Frequently asked questions
Can Bhenito write my will?
No. We help you prepare and connect with qualified solicitors who draft and execute wills.
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Start Estate Planning Journey
Institutional enquiries are handled separately from private investor journeys. Conversations are for navigation and information — not regulated financial advice.