PLATE 01 — OVERVIEW
A Clear Record of What Your Family Holds
Heirloom Atlas locates, describes and organises the documents behind a family estate — so executors and family members start from a known position rather than a scattered one.
HEIRLOOM ATLAS · ESTATE RECORDS SUPPORT · MALAYSIA
PLATE 02 — SOLUTIONS
Three Engagements, One Clear Purpose
Each engagement is scoped to a distinct stage of the records process. You choose what fits your situation — the work stays within its described scope throughout.
01
Estate Records Inventory
A catalogued list of the documents and records associated with a family estate. Property papers, account statements, insurance certificates and more are located, described and indexed — with fragile items photographed. Completed in two to three weeks of receiving access.
- Full indexed inventory in print and digital form
- Condition photographs of fragile items
- Gaps list and archival document wallet
- Written handover note
RM 480
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02
Legacy Document Archive & Digitisation
Paper records converted into an ordered, durable digital archive. Documents are scanned at archival resolution, named to an agreed convention, indexed and delivered on media the family keeps. Photographs, letters and personal effects records can be included. Runs six to eight weeks.
- Archival scanning with agreed naming convention
- Acid-free folders and boxes for originals
- Delivery on two independent media sets
- One training session for the family
RM 1,960
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03
Executor Administrative Support
Six months of support for the clerical side of an executor's workload. We maintain the master records file, prepare document sets for institutions, keep a correspondence log, track response windows and produce fortnightly written summaries. The work is organisational only — where a matter needs a qualified professional, we say so.
- Master file maintenance and task board
- Document set preparation for institutions
- Fortnightly written status summaries
- Bound closing archive at completion
RM 4,350
Enquire About ThisSEE ALSO → Plate 05 — Detailed Solutions
PLATE 03 — WORKING METHOD
What Makes the Difference
Each engagement is handled with the care a printed atlas gives to accuracy — every entry checked, every category clearly labelled, nothing assumed.
Descriptive, Not Advisory
The work describes what exists and where it sits. We do not value, advise, interpret or act on anyone's behalf. Families know exactly what we are doing at every stage.
Fixed Scope, Clear Timelines
Each engagement has a written scope and a stated timeline. You know what you will receive and when — there are no vague deliverables or open-ended arrangements.
Physical Document Handling
Original documents are handled with archival care. Fragile items are photographed before handling. Acid-free materials are used for storage where originals require it.
Structured for Institution Use
Inventory output and document sets are prepared in the formats that banks, land registries and government offices commonly request, reducing the number of rounds of follow-up.
Family-Paced Engagement
Estate matters sit alongside grief, distance and competing responsibilities. The pace of the work adjusts to what the family can manage rather than to an arbitrary processing schedule.
Written Handover at Every Stage
Each engagement closes with written documentation of what was done, what was found and what remains open — so the record is useful beyond the engagement itself.
SEE ALSO → Plate 06 — Full Benefits Overview
PLATE 04 — NEXT STEP
Where Would You Like to Start?
A brief conversation is enough to identify the right engagement. Send us a note about the estate's current situation and we will respond with a plain description of how we can assist.
PLATE 05 — QUESTIONS
Frequently Asked Questions
What exactly does an estate records inventory cover?
The inventory covers documents associated with the estate — property papers, bank and financial account statements, insurance documents, membership records, correspondence and certificates. Each item is described, dated and indexed. Fragile items are photographed before handling. The inventory describes what exists and where it is kept; it does not value anything or advise on any arrangement.
Is this the same as a property valuation or legal assessment?
No. Heirloom Atlas does not value property, give legal opinions or assess the estate in any regulatory sense. The work is descriptive and organisational. We locate documents, describe them and put them in order. Where the work requires a licensed professional — a solicitor, a valuer, or an accountant — we say so clearly and stand back.
How long does each engagement take?
The Estate Records Inventory is completed within two to three weeks of receiving access to the documents. The Legacy Document Archive and Digitisation engagement runs six to eight weeks. The Executor Administrative Support Programme runs six months with fortnightly reviews. All timelines are stated in writing before the engagement begins.
Do you handle documents physically or remotely?
For inventory and digitisation work, physical access to the documents is typically required. We are based in Petaling Jaya and serve families in the Klang Valley area. For families with documents in other locations, we can discuss practical access arrangements during the initial enquiry.
What happens to original documents during digitisation?
Originals remain with the family or in their designated location throughout the engagement. For the digitisation programme, we use acid-free folders and boxes to store originals properly alongside the digital copies. We do not remove original documents from the family's custody.
How are the digital files named and organised?
We agree on a naming convention with the family before scanning begins. Files are named consistently, grouped by category and accompanied by a full written index. The family receives a training session so they can locate and manage files independently after the engagement closes.
What is included in the Executor Support programme?
The programme covers the clerical side of an executor's workload for six months: maintaining the master records file, preparing document sets for institutions, keeping a correspondence log, tracking published response windows, producing fortnightly written summaries and maintaining a shared task board. The engagement closes with a bound archive of everything produced.
How do we get started?
Send us a brief note using the enquiry form below, or call us on +60 3-6203 9748. Describe the estate's current situation and which engagement you are considering. We will respond with a plain description of how the work would proceed and what the next step looks like.
SEE ALSO → Plate 07 — Send an Enquiry
PLATE 06 — LOCATION
Our Office
Suite 12-4, Menara Amcorp, 18 Jalan Persiaran Barat, 46050 Petaling Jaya, Selangor
PLATE 07 — ENQUIRY
Send an Enquiry
This form is for general enquiries about estate records engagements. Please describe the estate's current situation in the message field so we can respond usefully.
Contact Details
TELEPHONE
+60 3-6203 9748
ADDRESS
Suite 12-4, Menara Amcorp
18 Jalan Persiaran Barat
46050 Petaling Jaya, Selangor
WORKING HOURS
Monday – Friday: 9:00 am – 5:30 pm
Saturday: By appointment
Sunday & Public Holidays: Closed
RESPONSE TIME
We respond to all enquiries within one working day.