Our Services
Three Services, One Clear Purpose
From a single orientation session to a comprehensive multi-stage programme, each service is designed around where your family is right now.
Back to HomeOur Methodology
Education Before Action
Every service we offer is built on the same foundation: understanding comes before decisions. We help families learn, organise, and prepare — so that when they do sit down with a solicitor or estate administrator, they arrive with a clear picture of their situation and the right questions to ask.
We never rush this process. Our services are structured but flexible — paced around the family's schedule, comfort level, and the volume of records they are working with.
Everything we produce — checklists, folder systems, glossaries, question sheets — is designed to be genuinely useful after our sessions end, not just during them.
Understand the Landscape
Learn how estate matters are generally handled in Malaysia and which authorities and professionals are involved.
Gather and Organise Records
Work through your existing documents and create a clear, labelled structure that makes everything easy to find.
Prepare for Professional Conversations
Leave with a set of well-formed questions and a clear understanding of the formal steps that come next.
Service 01
Roots Orientation Session
A gentle, plain-language session explaining how families generally organise their affairs and records, and which official bodies and professionals handle which matters. Purely educational and orientation-focused. Includes a glossary and a list of relevant resources. General information only.
- Single session, typically 90–120 minutes
- Plain-English glossary of estate-related terms
- Reference list of relevant Malaysian official bodies
- Summary sheet to keep after the session
- No personal legal or financial advice given
Session Fee
RM 620
Best For
Families who are entirely new to estate planning topics and want a clear, calm overview before deciding on any formal steps. Also useful for adult children helping a parent begin thinking about their affairs for the first time.
Service 02
Estate Records Organisation Service
A practical service helping you gather, sort, and label your own important records into one clear, structured personal file that is easy to keep in order. Focused entirely on organisation. Includes a folder system, checklists, and a summary index, with pointers to the appropriate professionals for formal steps.
- Initial document review and assessment session
- Personalised folder system designed for your records
- Category checklists covering common document types
- A clear summary index of your file contents
- Written guidance on which professionals handle formal steps
Service Fee
RM 2,300
Best For
Families who already have a general sense of what estate organisation involves and want practical, hands-on help making sense of their existing documents. Particularly useful before consulting a solicitor or administrator, as having well-organised records speeds up those formal processes considerably.
Service 03
Generational Legacy Programme
A guided, multi-session programme combining general education about how estate matters are commonly arranged with hands-on record organisation and preparation of clear questions for the appropriate professionals. Includes a personal archive binder and follow-up support for factual, non-advisory queries.
- Multiple sessions — typically completed over 4–8 weeks
- Combines education from the Roots Session with full records organisation
- Personal archive binder prepared during the programme
- A structured question sheet prepared for your chosen professionals
- Follow-up support for factual, non-advisory queries after completion
Programme Fee
RM 4,380
Best For
Families who want a thorough, supported experience from beginning to end — covering education, organisation, and professional preparation in one structured programme. Well-suited to those managing a more complex set of records, or families going through this process for the first time after a bereavement.
Which Service Fits You?
Compare the Three Services
Each service builds on the previous one. Choose the level of support that fits where your family is right now.
| Included | Roots Session RM 620 |
Records Service RM 2,300 |
Legacy Programme RM 4,380 |
|---|---|---|---|
| Plain-language orientation session | — | ||
| Estate terminology glossary | — | ||
| Malaysian authorities reference list | |||
| Document review and folder system | — | ||
| Category checklists and summary index | — | ||
| Multi-session guided programme | — | — | |
| Personal archive binder | — | — | |
| Question sheet for your professionals | — | — |
How We Deliver
Standards That Apply to Every Service
Privacy and Discretion
Everything shared with us is treated as private. We do not discuss or pass on personal information outside what our Privacy Policy describes.
Clear Scope
We state clearly at the start of every engagement what we do — and what we do not do. No legal or financial advice, ever. Only education and organisation.
Family-Paced Scheduling
Sessions are scheduled around the family's availability. We do not impose a pace, and we are flexible when circumstances change.
Written Materials Included
Every service produces tangible, written output — checklists, glossaries, folder systems, or a full binder — that remains useful long after the sessions end.
Current Malaysian Context
Our educational materials are reviewed regularly to reflect any changes in relevant Malaysian authority procedures, ensuring the information families receive is current.
Appropriate Referrals
When a family's question requires professional advice, we say so clearly — and we help them understand which type of professional to consult for that specific matter.
Service Fees
Transparent Pricing
All fees are in Malaysian Ringgit and inclusive of materials within each service's scope. No hidden charges.
Entry Level
Roots Session
RM 620
per session
- 90–120 min session
- Glossary and resource list
- Take-home summary sheet
Practical
Records Service
RM 2,300
per engagement
- Document review session
- Custom folder system
- Checklists and summary index
Comprehensive
Legacy Programme
RM 4,380
full programme
- Multi-session (4–8 weeks)
- Personal archive binder
- Professional question sheet
- Follow-up support included
Not Sure Where to Start?
Talk It Through with Us First
A short, informal conversation with our team is the best way to understand which service makes sense for your family's situation. There is no obligation to proceed.
Get in Touch