Three Services, One Purpose: Household Records in Order
Whether you are starting out, working independently, or bringing the whole family together — there is a service level that fits your situation.
← Back to HomeHow Every Estateon Engagement Works
Regardless of which service a household selects, our process follows the same underlying structure. We begin with an understanding of what the household currently has, identify what is missing or unclear, propose a consistent filing framework, and leave the household with a written record of what was put in place.
The depth and scope varies between services, but the approach does not: calm, practical, and entirely focused on helping the household rather than on any outcome external to it.
Assess
Understand what records exist, where they are kept, and what categories are present or absent.
Structure
Agree on a logical filing framework suited to the household's size, document types, and family composition.
Label & File
Place records into the agreed structure, label clearly, and walk the household through what has been done and why.
Document & Hand Over
Provide a written summary of the system set up, gaps identified, and any suggested next steps — staying in our administrative and educational scope throughout.
First Steps Session
฿3,700
A gentle introductory session on collecting and labelling family records into a clear, findable system. Designed for households that are starting from scratch or have never applied a consistent approach to their paperwork. Organisational help only — no drafting or advice of any kind.
What Is Included
- Pre-session conversation to understand your household's current situation
- A guided walk-through of records currently in the home
- Introduction of a simple, labelled folder or filing structure
- A starter checklist of document categories to work toward
- Written session summary of what was arranged and what remains to do
Session Steps
- 1 Introductory call to confirm scope and set expectations (15–20 mins)
- 2 In-home or in-office session to assess and organise records (2–3 hours)
- 3 Written summary and starter checklist delivered within 48 hours
Typical duration: 2–3 hours | In-home (Pattaya area) or at our office
Enquire About This Session
Home Records Toolkit
฿11,500
A room-by-room kit of templates and checklists to help a household keep important records tidy and current. Suited to self-guided families who want the structure and materials of a professional approach without requiring a hands-on session. An organisational tool only — no representation or advice.
What Is Included
- Printed and digital filing templates for every room category
- Seasonal review checklists to keep documents current year-round
- Guidance booklet: what to keep, for how long, and where
- Quick-reference card for the most commonly searched document types
- 30-day access to email Q&A support on using the materials
How It Works
- 1 Order and receive the toolkit (printed pack plus digital files)
- 2 Work through the room-by-room guide at your household's own pace
- 3 Use the seasonal checklist to keep the system current going forward
Self-paced | Delivered to your address (Chonburi area) or by post
Enquire About the Toolkit
Extended Family Dialogue Series
฿32,000
A longer series of calmly facilitated conversations and organisation sessions that helps relatives share information and keep records in good order. For families who value structured, respectful discussion across multiple members or branches. Facilitation and organisation only — no legal function whatsoever.
What Is Included
- Up to four facilitated sessions with the full family group
- Neutral facilitation to keep conversations productive and respectful
- Shared record-keeping framework that all family members can access
- Written record of decisions made about how records will be maintained
- Home Records Toolkit materials included for the household
Programme Outline
- 1 Planning call with the primary contact to agree session scope and participants
- 2 Session 1: Information sharing — each participant describes records they hold
- 3 Session 2: Structure design — agree on a shared filing framework
- 4 Sessions 3–4: Implementation support and follow-up review
Over 4–8 weeks, 4 sessions | In-home, in-office, or a combination
Enquire About This SeriesService Comparison
| Feature | First Steps ฿3,700 |
Home Toolkit ฿11,500 |
Family Dialogue ฿32,000 |
|---|---|---|---|
| Facilitated session | — | ||
| Self-guided materials | — | ||
| Written session summary | — | ||
| Room-by-room templates | — | ||
| Multi-participant facilitation | — | — | |
| Shared family record framework | — | — | |
| Email Q&A support (30 days) | — | ||
| Best for | Starting fresh, single household | Self-motivated families | Multi-member or multi-branch families |
Protocols Applied Across All Services
Data Privacy (PDPA)
All personal information handled during sessions is managed in line with Thailand's Personal Data Protection Act. We do not retain copies of document contents.
Structured Session Agendas
Every facilitated session follows a pre-shared agenda. Participants know what will be covered before it begins, which reduces uncertainty and supports a calm atmosphere.
Clear Administrative Scope
No Estateon service involves legal drafting, financial advice, or any form of professional representation. If a session reaches a question that falls outside our scope, we say so directly.
Written Deliverables
Each engagement concludes with a written output — whether a session summary, a completed checklist, or a family record framework — so the work done is preserved in a usable form.
Neutral Facilitation Standards
In family group sessions, our facilitators are trained to remain neutral — they do not advocate for any family member's position and do not offer opinions on decisions that belong to the family.
Annual Review Availability
Households that have completed any Estateon service can arrange a lighter annual review session to keep their filing system current as documents and circumstances change over time.
Fixed Prices, No Additions
All prices are stated in Thai Baht and cover the full service as described. No additional charges apply.
First Steps Session
฿3,700
per session
- 2–3 hour facilitated session
- Starter checklist included
- Written summary provided
Home Records Toolkit
฿11,500
one-time
- Full printed and digital kit
- Seasonal review checklists
- 30-day email Q&A support
Family Dialogue Series
฿32,000
full programme
- Up to 4 facilitated sessions
- Shared family record framework
- Toolkit materials included
Not Sure Which Service Fits?
Send us a brief message about your household's situation and we will suggest the most suitable starting point — with no pressure to choose anything in particular.
Get in Touch