Estate document organisation services

Our Services

Three services. One consistent purpose.

Whether you need a single session to get started or a lasting arrangement to keep records in order, Estara has a service level that fits.

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Our Methodology

How we approach every engagement

Every service Estara offers follows the same underlying methodology: we begin by understanding what you hold and what you need, we work through it together rather than in isolation, and we close each engagement with a written output the family keeps. The scope and depth vary by service level — the approach does not.

1

Gather

Understand what you hold, where it lives, and what the household actually needs from a records system.

2

Organise

Work through the records category by category, building the index, labels, or system in real time alongside you.

3

Maintain

Close with a written deliverable and, for clients on the ongoing plan, return regularly to keep the system current.

Getting Organised Session

Service 01

Getting Organised Sessions

฿3,500

Educational sessions on general approaches to arranging household documents and belongings into an ordered system. These sessions are designed for families who want to understand the principles of good record organisation before committing to a full cataloguing engagement — or for those who simply need a starting point to feel in control of the task.

  • Introduction to effective document categories for Thai households
  • Guidance on labelling, storage, and access arrangements
  • Printable Estara master household checklist
  • Session notes summarising key steps agreed

Typical scope

One session, 2–3 hours. Suitable for: households at an early stage, families who want to understand the task before deciding on a more structured engagement.

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Records Cataloguing Help

Service 02

Records Cataloguing Help

฿11,800

Practical assistance building a labelled inventory and document index the family can keep and update. This is Estara's core service — a structured, thorough engagement that produces a complete picture of what the household holds and where each document can be found. The index is designed to be maintained by the family after the engagement concludes.

  • Full document inventory covering all household record categories
  • Labelled physical or digital filing structure (family's choice)
  • Written index delivered to client at close of engagement
  • Handover session explaining how to keep the system current
  • Gaps flagged in writing for family follow-up

Typical scope

2–4 sessions over 2–6 weeks. Suitable for: families who want a complete, working records system and a written output they can use and pass on.

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Ongoing Estate Records Plan

Service 03

Ongoing Estate Records Plan

฿32,500 / year

A continuing companion service that keeps the family's records and inventory tidy through regular sessions. Households change over time — properties are bought or sold, insurance renews, new accounts are opened. This plan is designed for families who want their records to stay current without having to remember to update them independently.

  • Scheduled review sessions throughout the year
  • Inventory updated at each session to reflect changes
  • Priority access — responses within one business day
  • Annual written summary of the estate record state
  • Consistent named contact throughout the year

Typical scope

Annual arrangement, sessions scheduled quarterly or at natural change points. Best suited for families who have completed a cataloguing engagement or who hold a complex range of assets and records.

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Decision Guide

Which service is right for you?

The table below is a starting point. If you are uncertain, the Getting Organised Session is a low-commitment way to get a clearer picture before deciding.

Getting Organised
฿3,500
Records Cataloguing
฿11,800
Ongoing Plan
฿32,500/yr
Best for Starting out Full system needed Long-term upkeep
Written inventory delivered
Multi-session engagement
Ongoing updates throughout year
Priority response access
Printable household checklist

Standards

Protocols that apply across all services

No records retained

Estara does not copy, photograph, scan, or retain client documents at any point. Everything remains with the client throughout the engagement.

Written agreement before work begins

Every engagement is set out in writing before the first session — scope, deliverables, price, and confidentiality arrangements. No verbal-only commitments.

Consistent named contact

One person from Estara manages your engagement from enquiry to close. You will not be passed between multiple advisers.

Punctual and scheduled

Sessions are scheduled in advance and start on time. We respect that your household has a rhythm — we work around it.

Formal invoice for every payment

All payments are accompanied by a formal invoice. Pricing is as stated — no post-engagement charges.

Post-session follow-up

After each session, a brief written note goes to the client confirming what was covered and any agreed next steps. Nothing is left unconfirmed.

Pricing

Clear, fixed prices for every service

No hourly add-ons, no scope creep. What you see below is what you pay.

Getting Organised

฿3,500

per session

  • One 2–3 hour session
  • Document category overview
  • Printable checklist
  • Session notes
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Most Popular

Records Cataloguing

฿11,800

full engagement

  • 2–4 sessions
  • Complete document inventory
  • Labelled filing structure
  • Written index delivered
  • Handover session
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Ongoing Records Plan

฿32,500

per year

  • Quarterly review sessions
  • Inventory kept current
  • Priority access
  • Annual summary
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Ready to begin?

Have a question about which service fits?

Get in touch and we will talk through what you hold and what would be most useful. There is no commitment required at that stage.

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