S — SOLUTIONS
Three programmes. Each one described plainly, with fees stated.
Choose the programme that fits your situation. If you are unsure, an enquiry costs nothing and we will describe what fits and what does not.
← Back to HomeA — APPROACH
How Cedar Ledger works
Cedar Ledger's three programmes share a common structure: each one begins with a written description of scope, delivered before the first session. That document tells you what Cedar Ledger will cover and — as importantly — what falls outside the programme and should be addressed with a qualified professional.
The programmes are designed to produce a tangible output: a filled index template, an orderly records file, or a documented architecture. Quality is measured not by satisfaction ratings but by whether someone unfamiliar with your records can navigate them when needed.
Scope document first
Every programme starts with a written scope boundary
Referral built in
A referral sheet by category is included in every programme
A usable output
Each programme produces something you can put in a folder
PROGRAMME 1
Document Index and Retention Session
RM 495 per person
A ninety-minute session on building a household index of documents, with each entry noting what the document is, where the original is kept, whether a copy exists, and how long such papers are ordinarily retained according to published sources. Written for people who want one sheet of paper that tells anyone where everything is. Groups of fifteen or delivered privately.
WHAT IS INCLUDED
- Index template with completion guidance
- Retention chart with cited published sources
- Session on storing originals away from the home
- Guidance on giving a trusted person access
- Referral sheet by category of qualified professional
HOW IT WORKS
Scope document provided and acknowledged before session
Ninety-minute session: index structure, entries, retention
Materials handed over: template, chart, referral sheet
Participant completes the index at their own pace
BEST FOR
Individuals or families beginning to organise their household records, or those wanting a clear starting framework without a longer commitment.
Enquire About This SessionPROGRAMME 2
Estate Records Preparation Programme
RM 2,080 per participant
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 held as administrative facts, photographic inventories of objects, digital account inventories, and a written letter of practical instruction on non-substantive matters such as where keys are kept and who holds copies. Participants are told plainly, and repeatedly, that the file's substantive content must be prepared with an appropriately qualified professional.
WHAT IS INCLUDED
- Eight sessions of two hours each
- Programme workbook and all templates
- Digital records and password custody session
- Guidance on updating the file annually
- Closing structural review of the completed file
EIGHT-WEEK STRUCTURE
Document inventory: identification, location, copies
Property and account records as administrative facts
Photographic inventory of objects and digital accounts
Password custody, digital account inventory
Letter of practical instruction, annual update process
Closing structural review with practitioner
BEST FOR
Individuals or couples who want a thorough records file assembled over time, with structured sessions and a practitioner available for questions at each stage.
Enquire About This Programme
PROGRAMME 3
Family Office Records Architecture Consulting
RM 4,350 engagement fee
A consulting engagement for family offices, foundations and multi-generational businesses that need a coherent architecture for their documentary records across entities, generations and jurisdictions of storage. Runs seven to eleven months. Scope is records architecture, systems and training only — expressly excluding structuring, administration, valuation or any regulated activity. The governance charter is drafted alongside the client's own qualified professionals.
WHAT IS DELIVERED
- Records survey and gap register
- Classification schema built on published standards
- Digital repository specification with retention and access controls
- Physical storage and climate plan
- Records governance charter (drafted with client's qualified professionals)
- Staff and family training across six days
- Annual review calendar and closing architecture report
BEST FOR
Family offices, foundations and multi-generational businesses with documentary records spread across multiple entities, storage locations or generations of ownership.
Enquire About This EngagementC — COMPARISON
Which programme fits your situation?
| Feature | Session RM 495 |
Programme RM 2,080 |
Consulting RM 4,350 |
|---|---|---|---|
| Index template | |||
| Retention chart with citations | |||
| Referral sheet by category | |||
| Digital records & password custody | — | ||
| Eight structured weekly sessions | — | — | |
| Classification schema to published standards | — | — | |
| Multi-entity records architecture | — | — | |
| Staff & family training (6 days) | — | — |
P — PROFESSIONAL STANDARDS
How all programmes are delivered
Privacy and data handling
Enquiry and session information is handled in accordance with Malaysian personal data protection requirements. Details are in the Privacy Policy.
Scope stated before any session
A written scope document is provided and acknowledged before the first session of every programme. Questions outside scope are referred, not answered.
Published sources, not opinion
Retention periods and classification standards are taken from published guidance, cited in the materials. Participants can verify and update them independently.
Every enquiry answered personally
No automated first responses. A practitioner reads and answers each enquiry. If the question is outside scope, that is stated directly.
Annual review of all materials
Programme content, retention charts and referral sheets are reviewed against current published sources each year. Changes are noted with their effective date.
Delivered alongside qualified professionals
The family office consulting engagement is conducted alongside the client's solicitors, accountants or other qualified professionals — not instead of them.
P — PRICING
Fees stated plainly
SESSION
Document Index and Retention Session
RM 495
Per person. Group and private delivery available. Ninety minutes.
EnquirePROGRAMME
Estate Records Preparation Programme
RM 2,080
Per participant. Eight weekly sessions of two hours each.
EnquireCONSULTING
Family Office Records Architecture
RM 4,350
Engagement fee. Seven to eleven months. For family offices and multi-generational businesses.
EnquireAn initial enquiry is free and without commitment. Fees are confirmed at enquiry stage.
Not sure which programme fits?
Send an enquiry and describe your situation. We will tell you which programme fits and refer you elsewhere if your question is outside our scope. No pressure either way.
Send an Enquiry