Three session options for family document organisation

Three ways to organise your household's documents — each leaving something printed behind

From a single afternoon visit to a multi-week programme, Heritline has a session format matched to where your family is starting from.

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How every Heritline session is structured

Each session follows the same core sequence, adjusted in depth and duration to fit the format. The consistency in method is intentional: it means the printed outputs from any Heritline session are easy to read, even by a family member who was not present on the day.

01

Pre-session call

Brief conversation to understand the household's document situation and agree the session scope.

02

Sorting & labelling

Documents laid out, sorted into categories, and labelled using the Heritline naming format.

03

Output prepared

Printed index, binder, or handbook assembled during or immediately following the session.

04

Walkthrough & handover

Brief walkthrough so all present family members can navigate the new reference independently.

Family Records Visit

Family Records Visit

RM 530 per visit

A short companion visit helping a household lay out their personal records into labelled folders and a small printed index. The session is informational and organisational only, with no opinions offered on legal positions or asset matters. Participants leave with a printed index and a small folder set.

  • Printed document index
  • Labelled folder set
  • At-home, one household session
  • Bilingual facilitation available
  • Confidentiality undertaking signed

Best suited for

A single household that has accumulated documents over time and wants them sorted and indexed in one clear session.

Heritage Reference Workshop

Heritage Reference Workshop

RM 1,250 per workshop

A workshop helping families build a printed reference of where heritage materials live, with a labelled binder for shared family use. The workshop is run as labelling and reference design, not as opinions about specific arrangements. Participants leave with a working draft binder and a labelled cover sheet.

  • Working draft binder
  • Labelled cover sheet
  • Shared family reference format
  • Multiple family members welcome
  • Group workshop setting

Best suited for

Families — especially adult children with elderly parents — who want a shared binder they can all refer to without relying on one person's memory.

Heritage Records Programme

Heritage Records Programme

RM 4,400 per programme

A multi-session programme guiding a family through a thoughtful organisation of heritage records. Covers inventory, labelling, scanning checklists, family-meeting agenda templates, and a printed final heritage handbook. The programme is paced over several weeks. It is educational and archival in scope and does not include opinions on legal matters.

  • Printed final heritage handbook
  • Scanning checklists
  • Family-meeting agenda templates
  • Multi-session, paced over 4–6 weeks
  • Full inventory and labelling system

Best suited for

Families with a larger volume of records, or those who want a comprehensive long-term reference that newer generations can maintain after the programme closes.

Enquire About Programme

What is included in each

Feature Records Visit
RM 530
Ref Workshop
RM 1,250
Records Programme
RM 4,400
Printed index
Labelled folder set
Shared family binder
Multiple family members
Scanning checklists
Meeting agenda templates
Printed heritage handbook

Standards we apply every time

Privacy & Confidentiality

Signed confidentiality undertaking before each session. No documents are copied, photographed, or retained.

Scope Discipline

All sessions remain within their organisational scope. No legal, financial, or advisory commentary is offered.

Consistent Output Format

All printed outputs follow a standardised, readable format reviewed for clarity before being handed over.

Trained Facilitators Only

Only facilitators who have completed Heritline's induction programme work directly with families.

Post-Session Support

Families may contact us by email for follow-up questions in the weeks after any session.

PDPA-Aligned Practice

Data handling and session protocols reviewed for alignment with Malaysia's Personal Data Protection Act.

Session fees — no hidden charges

Session 01

Family Records Visit

RM 530

per visit

  • Printed document index
  • Labelled folder set
  • At-home session
  • Confidentiality undertaking
Enquire
Session 03

Heritage Records Programme

RM 4,400

per programme

  • Printed heritage handbook
  • Scanning checklists
  • Meeting agenda templates
  • Multi-session, 4–6 weeks
Enquire

We are glad to help you choose

Call or send us a message and we will discuss your household's situation — with no pressure to commit.

Get in Touch