For advisors and wealth managers
Wealth Management Kit
Free tools for advisors, private banks and family offices serving Muslim clients and their heirs, aligned with Islamic inheritance rules. Everything here is free to download, use and adapt.
What is in the kit
Advisor guide
Seven resources in one guide: a primer on how Islamic succession differs from a typical estate plan, discovery questions, a beneficiary audit worksheet, liquidity and division notes, a family-meeting guide, a compliance checklist with disclaimer text, and an annual review with two client emails.
Client handout
One page for clients to read before a planning meeting. Add your firm's details in the box at the bottom.
Beneficiary audit worksheet
List each asset, how it is titled, who is named, and whether it matches the client's intended division. Has drop-down lists and a summary of open items.
Discovery questions
Twelve questions to add to client fact-finding, with why each matters.
Liquidity and division notes
Cash for first claims, assets that cannot be split, balancing payments, minor heirs and assets in several countries.
Family-meeting guide
A 45 to 60 minute agenda, ground rules and a notes table.
Compliance checklist and disclaimer
A starting point for your compliance team, with editable disclaimer text.
Annual review and client emails
A yearly review checklist and two short client emails.
How to use it
- Try the calculator yourself with a made-up family, at raashid.com.
- Pick what you need: the handout and discovery questions before a first meeting, the audit worksheet and meeting guide in the meeting, the annual review each year.
- Fill in the [square brackets] with your own details, and run everything client-facing through your compliance process before use.
Good to know
- Free to use and adapt for your firm.
- General information, not legal, religious or financial advice. The client's attorney and scholar decide legal and religious questions.
- Raashid does not endorse any firm or product, and is not affiliated with the firms that use this kit. The kit does not recommend any financial product.
- Each firm must run its own use of these materials through its own compliance review.
- Nothing you download or fill in is sent to Raashid. This page has no tracking.
- Check raashid.com for changes before you rely on or print anything. Kit version: October 2026.
- Want the calculator on your own site? See the embed page.
- Questions or feedback? Use the feedback form.