From Our Clients
These are accounts from people who came to Heritara with a drawer full of papers and left with something they could find, read, and explain to their family.
Back to HomeClient Reviews
Chiang Mai
I came to Heritara after my mother passed away and I found myself with boxes of papers I had no way of understanding. Pattana visited us twice, sorted everything calmly, and explained each category without ever making me feel behind. The printed organizer she left us is still the clearest thing in that room.
May 2025 · Records Starter Sort
British, resident in Chiang Mai
The Information Sessions were exactly what I needed before I started talking to a Thai solicitor about our property situation. I came away knowing what questions to ask and not feeling completely lost. The glossary is dog-eared now from how often I have gone back to it. The only thing I would say is that two sessions felt a little short — but Chai was good about answering follow-up questions by email afterward.
April 2025 · Information Sessions
Mae Rim, Chiang Mai
My husband and I had been putting off sorting our papers for years. Heritara made it feel manageable. They did not judge the state of things when they arrived, they just got on with it. The family archive they built us is clear and sensible. Our daughter, who lives in Bangkok, said it was the most useful thing we had ever sent her — she could follow the whole summary without calling us once to ask what anything meant.
May 2025 · Family Archive Programme
German, retired in Chiang Mai
I have lived in Thailand for fourteen years and always struggled to understand which documents I actually needed to keep and why. The Information Sessions answered that in a way no one else had managed. Straightforward, no pressure, and the team made it easy to ask what probably felt like basic questions. Worth every baht.
April 2025 · Information Sessions
Hang Dong, Chiang Mai
My father is elderly and wanted to make sure his records were in order before any formal steps were needed. We contacted Heritara because we wanted someone patient. They were exactly that. The three of us — me, my father, and my brother — all attended the family briefing and we walked out with a clear picture of what we hold and where it is. That peace of mind is difficult to put a price on.
May 2025 · Family Archive Programme
Belgian, Chiang Mai
The Starter Sort was a solid first step for us. We knew our papers were a mess — several years of documents in various languages stuffed in a single drawer — and Heritara came in and made sense of it in one afternoon. It is not a big programme, but it gave us a starting point and a clear picture of what gaps we still have. We will probably return for the full archive programme later in the year.
April 2025 · Records Starter Sort
In More Depth
Case Study · Family Archive Programme
A household of two, both in their seventies, with documents from several decades stored in a mixture of filing trays, shoeboxes, and an old briefcase. Multiple land title certificates, several insurance policies from different periods, and a collection of bank correspondence that neither person could confidently interpret. Their son, living in Singapore, had been unable to visit and had no idea what the family held.
Four visits over six weeks. We sorted by document type, created a labelled binder system with tab dividers, and noted gaps in each category — documents that might need renewal or that the household had mentioned but could not locate. We produced a written summary and a simple index. The son attended the family briefing session via video call.
The son was able to confirm remotely what documents the household held and identify which needed to be followed up with the relevant offices. The couple reported feeling significantly less anxious about their records. The binder system was simple enough that they could maintain it themselves. The son has since referred two colleagues to Heritara.
Case Study · Information Sessions
A couple — one Thai, one European — who owned property together in Chiang Mai and wanted to understand the documents involved before beginning a formal transfer process with a solicitor. They had read conflicting information online and were unsure which documents applied to their situation and which were irrelevant to them.
Three sessions focusing on the types of land title documents held in Chiang Mai, the general process by which property records are held and transferred, and the categories of document a solicitor would typically request. We provided printed notes and a glossary. We were clear throughout that we were providing general information, not guidance on their specific transfer.
When they met with a solicitor shortly afterward, they were able to follow the discussion, ask informed questions, and bring the correct documents to the first meeting. The solicitor noted they were unusually well-prepared. The couple later wrote to say the sessions had saved them several hours of back-and-forth with the legal office.
Case Study · Records Starter Sort
A family of four who had moved to Chiang Mai two years earlier and had documents from their previous country of residence mixed in with Thai paperwork. They were unsure what to keep, what to discard, and how to categorise a set of documents issued by foreign government bodies that they had never needed to look at closely before.
A single in-home visit of just over two hours. We sorted into Thai and non-Thai categories first, then by document type within each, and labelled each section in both English and Thai. We pointed out three documents that appeared to require renewal or verification and provided the relevant official contacts. A printed organizer with the completed labelling scheme was handed over at the end of the visit.
The family had a functional filing system within one afternoon. They followed up on two of the three flagged documents within a month. They described the visit as straightforward and said having someone explain what each document type typically is made a noticeable difference — they had not found a clear answer to that question anywhere online.
Get in Touch
Our Record
200+
Households served
8 yrs
Operating in Chiang Mai
4.8
Average client rating
3
Structured programmes
Heritara is listed in the Chiang Mai Business Directory as a recommended document organisation service and is a named resource provider for the Chiang Mai Expat Support Network.
Your Turn
Get in touch and describe your situation. We will suggest a sensible starting point and answer any questions you have before anything is agreed.
Contact Heritara