Solutions
Three ways to put a family's documents in order
Each service produces a physical written output. All work is clerical — no valuation, no interpretation, no advice of any kind.
Back to HomeOur Methodology
How Cairnpost approaches coordination work
Every Cairnpost engagement begins with a written scope document. The family receives a clear statement of what the coordinator will do, what they will not do, and what the family will hold at the end. No session starts until that scope is agreed.
The coordinator works at the location where papers are held, uses a consistent naming and labelling convention across all engagements, and destroys working notes on completion. Scanned copies go to family-controlled storage only.
Cairnpost does not retain document copies, does not correspond on behalf of family members, and does not value or interpret any item found. Questions falling outside the clerical scope are referred to the practitioner directory included in every engagement.
Service 01
Where Things Live Session
A ninety-minute session that produces one written sheet recording where a family's important papers physically sit: which drawer, which office, which digital folder, and who holds a key. It is a location record, not an inventory of value and not advice of any kind.
- Printed location sheet recording each document's physical whereabouts
- A blank spare sheet for the family to update independently
- Short glossary of common document names (IC, grant of probate, etc.)
- Directory of registered professionals for questions requiring formal guidance
Duration: 90 minutes | Location: Family home or Cairnpost office
How the session runs
Written scope agreed and signed before the session
Coordinator walks through each document category with the family
Location sheet drafted and confirmed with family during session
Printed outputs and directory handed to family; working notes destroyed
Service 02
Archive Sorting Appointments
Two half-day appointments in which a coordinator sorts the family's papers by type and date, builds a printed index, labels the physical file, and produces a scanned mirror on family-controlled storage. Purely clerical work; no item is valued, interpreted or advised upon.
- Papers sorted by document type and date across two half-day appointments
- Printed index and labelled dividers produced and fitted to physical file
- Scanned digital mirror placed on family-controlled storage
- Written gap list identifying what appears to be absent from the file
- Naming convention and maintenance sheet for independent ongoing use
Duration: 2 half-day appointments | Location: Where documents are held
How the appointments run
Written scope agreed; first appointment scheduled
First half-day: initial sort by type and date; draft index
Second half-day: labelling, scanning, gap list compiled
Printed outputs, naming convention and maintenance sheet handed to family
Service 03
Chronology and Handover Programme
A three-month programme producing a dated chronology drawn only from the family's own documents, a register of holdings the family can evidence, and a neutral summary sheet written for handover to a qualified professional. No valuation, no interpretation, no advice, no correspondence in anyone's name.
- Dated chronology of holdings drawn from documents the family provides
- Register of holdings the family can evidence and present
- Neutral summary sheet written in format suitable for professional handover
- Monthly review meetings (in person or video) across three months
- Bound printed pack and digital mirror on family-controlled storage
- Practitioner directory covering Selangor and Kuala Lumpur
Duration: 3 months with monthly review meetings | Output: Bound pack + digital mirror
How the programme runs
Scope agreed; initial coordinator session to review all holdings
Month 1: chronology drafted; monthly review meeting held
Month 2: register of holdings assembled; review meeting held
Month 3: summary sheet finalised; bound pack and digital mirror delivered
Which service fits
Choosing the right engagement
| Where Things Live RM 445 |
Archive Sorting RM 1,220 |
Handover Programme RM 3,860 |
|
|---|---|---|---|
| Written location sheet | |||
| Printed index and labelled file | |||
| Digital mirror (family storage) | |||
| Gap list | |||
| Dated chronology | |||
| Neutral handover summary sheet | |||
| Monthly review meetings |
Best for
Families who need a quick written record before any formal step
Best for
Families whose papers are unsorted and need a complete physical and digital index
Best for
Families who know the professional process ahead will be long and need a clean handover pack
Shared Standards
Protocols that apply across all three services
Written scope first
No coordinator begins work without a signed scope document. The family knows what will and will not happen before the first session.
Working notes destroyed on completion
Notes taken during coordination are used to produce the printed output and then destroyed. Cairnpost retains no document information after an engagement closes.
Advisory plate on all outputs
Every printed output carries a statement confirming it is a clerical record only and that no advice has been given.
Family controls all storage
Digital outputs are placed on drives the family owns and manages. No cloud service operated by Cairnpost holds family document data.
Practitioner directory included
Every engagement includes a current list of registered solicitors, faraid practitioners and licensed estate administrators in Selangor and KL.
Plain English (Malay glossary included)
All outputs are in plain English. The glossary that accompanies every engagement also includes Malay equivalents for common document names.
Not sure which service fits?
We offer a short consultation call at no cost. Describe the situation and we will suggest the most straightforward starting point for your family.
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