Succession & Estate Planning

Our Services in Succession & Estate Planning

• Why Estate Planning Matters

  Advice on the consequences of planning, and of not planning, for your family and business.

• Wills

  Preparation, review and safekeeping arrangements for wills.

• Estate Planning

  Structuring the holding and transfer of assets in a way that reflects your intentions.

• Probate

  Applications for the grant of probate where a valid will exists.

• Letters of Administration

  Applications where a person has died without a will.

• Estate Administration

  Collection, management and distribution of estate assets.

• Succession Disputes

  Representation where entitlement, validity or administration is contested.

• Family Wealth

  Planning for the orderly holding and transfer of family assets across generations.

• Business Succession

  Planning for what happens to a business and its ownership on death or retirement.

• Trusts

  Advice on establishing and administering trusts as part of a plan.

• Property Transmission

  Transmission and transfer of property forming part of an estate.

• Estate Planning for Entrepreneurs

  Coordinating personal estate planning with business ownership and shareholding.

When You May Need This Service

• You have not made a will, or your circumstances have changed
• A family member has died and the estate needs to be administered
• You own a business and have not planned for its succession
• There is a disagreement among beneficiaries
• Property documents in the family are incomplete or out of date

How We Help

Planning for your family's future

1. Step 01

   Assess Assets

   Identify property, interests, obligations and dependants.

2. Step 02

   Plan

   Decide what should pass to whom, and who should administer it.

3. Step 03

   Document

   Put the plan into properly executed legal documents.

4. Step 04

   Administer

   Apply for the appropriate grant and manage the estate.

5. Step 05

   Transfer

   Transmit and transfer assets to those entitled.

Frequently Asked Questions

What happens if someone dies without a will in Kenya?

The estate is dealt with under the rules that apply to intestate succession, and a grant of letters of administration is generally required before the estate can be distributed. The outcome may not reflect what the deceased would have chosen.

Who should inherit my property, and can I decide?

A validly made will allows you to set out your intentions, subject to the provisions of applicable law concerning dependants. We advise on how far your wishes can be given effect.

What happens to my business if I die?

That depends on how the business is owned and whether succession has been planned for in the constitutive documents and your will. Business succession planning addresses this in advance.