Document archive and family records

CEDAR LEDGER — KUANTAN, PAHANG

One clear index of everything that matters.

Education in household document organisation, estate records preparation and family office records architecture. No personal advice. No pressure. Every question that belongs elsewhere is referred to someone qualified to answer it.

Enquire About a Session
+60 9 748 3162 [email protected] Level 6, Wisma Perkasa, Kuantan

S — SESSIONS & PROGRAMMES

What we offer

Three ways to work with Cedar Ledger, each described plainly so you can decide whether it fits what you are trying to do.

Document Index and Retention Session

Document Index and Retention Session

A ninety-minute session on building a household index of documents — what each paper is, where the original is held, whether a copy exists, and how long such papers are ordinarily kept according to published sources. Groups of fifteen or delivered privately.

  • Index template and retention chart with citations
  • Guidance on giving a trusted person access
  • Referral sheet by category of question
  • Session on storing originals away from the home

RM 495 per person

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Estate Records Preparation Programme

Estate Records Preparation Programme

An eight-week programme for individuals and couples assembling an orderly records file for whoever will one day handle their affairs. Two hours weekly, covering document indexing, property and account records, photographic inventories and digital account inventories.

  • Workbook, all templates included
  • Digital records and password custody session
  • Annual update guidance
  • Closing structural review

RM 2,080 per participant

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Family Office Records Architecture Consulting

Family Office Records Architecture Consulting

A consulting engagement for family offices, foundations and multi-generational businesses needing a coherent architecture for their documentary records across entities, generations and jurisdictions of storage. Runs seven to eleven months.

  • Records survey and gap register
  • Classification schema and digital repository specification
  • Staff and family training across six days
  • Records governance charter and annual review calendar

RM 4,350 engagement fee

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B — BENEFITS

Why records organisation matters

One sheet that tells anyone where everything is

When the people who follow you need to find a document in a hurry, a well-kept index removes the need to search every drawer.

Prepared at a calm moment, not a difficult one

Putting records in order is easier when there is no urgency. Cedar Ledger sessions are unhurried and can be returned to gradually.

Scope that stays within education

Nothing here is personalised advice. Every substantive question is referred to an appropriately qualified professional by category.

Cited retention guidance, not opinion

Retention periods are taken from published sources and presented with their citations, so you can verify and update them yourself.

Multi-generational and institutional experience

From personal household files to family office architecture spanning multiple entities, Cedar Ledger works across the full range of complexity.

Digital records included, not as an afterthought

Password custody, digital account inventories and repository specifications are covered in every programme, not treated as optional extras.

See also: full benefits and competitive advantages →

READY TO BEGIN?

Ask a question. There is no obligation to proceed.

Whether you are thinking about a single session for yourself or a records programme for a family office, an initial enquiry costs nothing. We will describe what fits and refer you on if your question belongs elsewhere.

F — FREQUENTLY ASKED

Questions people usually ask first

What exactly does Cedar Ledger teach?

Cedar Ledger provides education in records organisation: how to build an index of household or institutional documents, how long papers are ordinarily kept, how to store originals safely, and how to set up a coherent documentary architecture for a family office. We do not provide legal, financial or estate-planning advice.

Is this the same as making a will or setting up a trust?

No. Cedar Ledger covers only records location, description and retention — administrative facts about where things are, not ownership or entitlement. A solicitor or estate planner is the right person for a will, trust or any question about who receives what. We can refer you by category of question.

How long does the Document Index Session take?

The session runs ninety minutes. It is available for groups of up to fifteen or as a private delivery. You leave with an index template, a retention chart and a referral sheet — materials you can work with at your own pace afterwards.

What does the eight-week programme cover?

The Estate Records Preparation Programme meets for two hours each week over eight weeks. It covers document indexing, property and account records held as administrative facts, photographic inventories, digital account inventories, a letter of practical instruction on non-substantive matters, digital records and password custody, and a closing structural review. Participants are reminded throughout that the file's substantive content must be prepared with a qualified professional.

What does the family office consulting engagement include?

The engagement covers records architecture, systems and training only. It expressly excludes structuring, administration, valuation or any regulated activity. Over seven to eleven months, we deliver a records survey, classification schema, digital repository specification, physical storage plan, records governance charter, staff and family training across six days, an annual review calendar, and a closing architecture report.

What do sessions cost and how is payment made?

The Document Index Session is RM 495 per person. The Estate Records Preparation Programme is RM 2,080 per participant. The Family Office Records Architecture engagement is RM 4,350. Payment details are confirmed at enquiry stage. Contact us to ask about group arrangements for the session.

How is my information handled?

Enquiry details are used only to respond to you and to manage any session you book. We do not share personal information with third parties for marketing. Our full policy is set out in the Privacy Policy.

L — LOCATION

Find Us

Level 6, Wisma Perkasa, Jalan Tun Razak, 25200 Kuantan, Pahang, Malaysia

C — CONTACT

Get in Touch

Contact Details

Telephone

+60 9 748 3162

Address

Level 6, Wisma Perkasa
Jalan Tun Razak
25200 Kuantan, Pahang

Office Hours

Monday – Friday: 9:00 am – 5:30 pm
Saturday: 9:00 am – 1:00 pm
Sunday & Public Holidays: Closed

Every enquiry is answered by a person. We do not use automated first responses. If your question is outside our scope, we will say so and point you towards someone who can help.

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