What a Legacy Workshop Covers
A legacy workshop is a structured family conversation led by an adviser from Pass It On Create. It is built for households that want to move beyond vague promises and get to the real questions: who should know what, how decisions will be made, what happens if someone dies or becomes unable to act, and how wealth can support the next generation without creating confusion.
We use plain language and practical examples, so the discussion stays grounded. The focus is not on selling products. It is on helping families understand the moving parts around wills, trusts, beneficiaries, liquidity and succession so there is less room for stress later. For many clients in Stellenbosch, Cape Town, Paarl, Johannesburg and Durban, this is the first time everyone sits in one room and speaks honestly about money, care and responsibility.
- Values and family priorities
- Stewardship and long term thinking
- Basic estate and succession questions
- Roles for executors, trustees and family decision makers
- Next steps for wills, trusts and review meetings
How We Run the Session
Every workshop is prepared in advance. We ask a few questions before the meeting so we can shape the agenda around the family structure, the business ownership position and any existing estate planning documents. A couple of small families may need only a single 90 minute session, while larger or blended families often benefit from two sessions with a short break in between.
We keep the process calm and practical. The meeting can take place in Stellenbosch, at another agreed location, or via video consultation for clients in other parts of South Africa. For families with members in different provinces, online attendance works well and avoids travel delays. We also allow time for questions that are often difficult to ask at home, especially when there are business assets, second marriages or adult children involved.
- Pre workshop questionnaire and document request
- Agenda planning based on family needs
- Facilitated discussion with clear speaking order
- Action notes sent after the session
- Optional follow up with advisers on specific topics
What You Receive After the Workshop
After the session, clients receive a practical summary of the main themes, open items and agreed next steps. Where useful, we flag areas that may need legal or tax input, such as a will update, trust review, beneficiary changes, or a liquidity check. If the family has a business, we also note the succession points that need attention before any change in control.
The summary is written so it can be used in the next family meeting or handed to a professional adviser. It is not a generic report. It reflects what was actually discussed and what the family agreed to action first. In many cases, that means setting a date for a will review, assigning one person to gather documents, and deciding who should be included in the next planning conversation. The aim is clarity, not volume.
- Workshop summary with key decisions and questions
- Action list with owners and timing
- Document checklist for estate and legacy planning
- Referral notes where specialist input is needed
Ideal Timing and Turnaround
Most workshops can be scheduled within 5 to 10 business days, depending on the number of participants and whether preparation documents are already available. For families in a time sensitive situation, such as a recent death, business transition or imminent move, we can often arrange a faster slot. The session itself is usually completed in one day, with the summary issued shortly afterwards.
For better results, we recommend scheduling the workshop before year end planning, before a major business restructuring, or after a will or trust review has revealed gaps. Families often wait too long and then have to rush decisions when there is already pressure. A planned workshop gives everyone room to think, ask questions and make decisions without a crisis hanging over the table.
In coastal areas like Cape Town, Durban and Somerset West, many clients choose a video session when traffic or weather makes travel difficult. That also helps when load-shedding is affecting in person availability, because we can keep the meeting moving with backup power and mobile access if needed.
Pricing Approach and Planning Scope
We price legacy workshops according to scope, not hype. The main factors are the number of attendees, the complexity of the family structure, whether business ownership must be discussed, and how much pre work is needed to prepare the session. A straightforward family workshop costs less than a multi generation session with trustees, siblings and business partners involved.
Clients get a clear fee estimate before any booking is confirmed. Where a workshop leads into wider estate planning, trust structuring or retirement income planning, we separate the workshop fee from any ongoing advisory work so there is no confusion. That keeps the process fair and easy to follow, especially for families comparing options across Stellenbosch, Paarl and Johannesburg. No one should be surprised later by hidden extras or vague billing.
- Fixed fee for standard workshops
- Scaled pricing for larger family groups
- Separate fees for follow up planning work
- Quoted in Rand before the session is scheduled
Keeping the Plan Current
Legacy planning is not a once off conversation. Families change, children grow, businesses are sold, and property values move. We recommend a review after major life events and at least once a year for clients who are actively managing trusts, business interests or changing family arrangements. If a workshop uncovered unresolved issues, a follow up session may be useful within 3 to 6 months.
Typical review triggers include marriage, divorce, birth of a child, death in the family, sale of a business, a property purchase, or changes to trustee roles. These moments often change the whole picture, so it helps to revisit the plan while everyone still has the details fresh. Our team can also help with family meetings and beneficiary reviews when a workshop highlights the need for deeper action.
For some households, the workshop becomes an annual family checkpoint. For others, it is a one time start that leads to specific estate, will and trust steps. Either way, the goal is the same: build a clear plan now, then keep it aligned as life changes.
Key facts
| Service type | Guided family workshop for legacy and succession planning |
|---|---|
| Session length | 90 minutes to half day, depending on complexity |
| Delivery | In person in Stellenbosch or online nationwide |
| Preparation | Pre session questionnaire and document checklist |
| Turnaround | Usually within 5 to 10 business days |
| Review interval | Annually, and after major life events or ownership changes |
