Why Heritage Compass
Services Shaped Around You, Not Around a Schedule
We move at your pace, in your home, with your documents remaining entirely in your hands. That is not a slogan — it is the structural basis of everything we do.
← Back to HomeAt a Glance
Six Reasons Clients Choose Us
We Come to You
No need to carry folders elsewhere. Sessions happen in your home, around your existing filing space and your own timetable.
You Stay in Control
Every document remains with you at all times. Assistants organise; they never hold, copy or remove anything without your direction.
Unhurried Pace
We do not work against a quota or timeline. Sessions stop when you are ready to stop, and continue another day if needed.
Strict Confidentiality
All assistants sign confidentiality agreements before their first engagement. Session content is never disclosed to any third party.
Transparent Pricing
All prices are stated in Thai Baht with no hidden charges. You know the cost before the session begins, not after it ends.
Education Without Pressure
Our reading bundles present information from established sources. No upselling, no advisory sessions, no obligation to act on anything you read.
Expertise
A Method Developed Over Years of Household Work
Heritage Compass has developed its filing methodology through more than six years of home-based document sessions across Chiang Mai. The system is practical, adaptable to any household size, and designed to be maintained by the client long after the assistant has left.
Each assistant completes an internal training programme covering document categories, indexing methods, confidentiality standards and household-environment protocols before conducting any client session.
What Expertise Means Here
- Six years of active household filing experience
- Trained assistants with confidentiality agreements
- A filing method tested across many household types
- No interpretation of documents — purely organisational
The Session Structure
- Brief introduction and scope agreement (15 minutes)
- Sorting into broad categories at your direction
- Labelling and folder preparation
- Printed index prepared and handed to you
- Walk-through of the completed system before departure
Process
A Clear Structure, Followed Every Time
Every Paperwork Sorting Session follows the same structured approach. This consistency means clients know what to expect and can prepare accordingly — gathering documents in one place before the assistant arrives, if they wish, or working through everything together from scratch.
The printed index provided at the close of each session is a simple, unambiguous record of what has been filed and where, written in plain language.
Service
Respectful Presence in Your Home
Inviting an assistant into your home to handle personal paperwork requires a particular kind of trust. We take that seriously. Assistants are selected for their patience and interpersonal discretion as much as for their organisational skill.
If at any point during a session you wish to stop, review what has been done, or simply have a cup of tea, that is entirely your prerogative. The session belongs to you.
Service Standards
- Punctual arrival and clean departure
- Footwear removed at threshold on request
- Session can pause or stop at any moment
- Follow-up by phone or email within 48 hours
Pricing at a Glance
- Paperwork Sorting Session (2 hrs)฿3,600
- Reading Bundle Subscription (6 months)฿16,800
- Family Documentation Workshop฿4,800
All prices in Thai Baht inclusive of applicable VAT. No hidden fees.
Value
Straightforward Pricing with Nothing Hidden
All Heritage Compass prices are published in full. There are no consultation fees, no follow-up charges for the printed index, and no subscription auto-renewals without your active instruction.
The reading bundle subscription is a single, knowable payment for six months of fortnightly parcels. If you wish to continue after six months, a new subscription is arranged at the same rate.
Outcomes
What Clients Leave With
After a Paperwork Sorting Session, clients have a filing system they can use and maintain themselves — not one that requires another visit to make sense of. The printed index acts as a map of the system, so a family member or trusted friend can navigate it without needing any explanation.
Reading bundle subscribers regularly report that having a regular parcel to work through gives the retirement-preparation process a calmer, more considered rhythm than trying to absorb large amounts of information at once.
Tangible Outcomes
- A labelled, indexed filing system in your home
- A printed document index you keep permanently
- Fortnightly reading material on retirement topics
- A shared household folder for the whole family
- Greater clarity about where important records are
How We Compare
A Different Approach to Document Help
Many services that touch on personal documents are structured around advice, compliance or financial products. Heritage Compass is structured around organisation and education — an important distinction.
| Feature | Typical Providers | Heritage Compass |
|---|---|---|
| Sessions held in your home | ||
| You retain documents throughout | ||
| Printed index provided after each session | ||
| No financial or legal advice given | Varies | |
| Transparent, all-inclusive pricing | Varies | |
| Family group workshop option | ||
| Curated educational reading parcels | ||
| Session can stop or pause at your request | Rarely stated |
What Sets Us Apart
Distinctive to Heritage Compass
The Printed Index Promise
Every sorting session concludes with a printed index — a plain-language list of what has been filed and where. This is included in the session price and is yours to keep indefinitely. No comparable service in this area includes this by default.
The Reading Circle
Reading bundle subscribers may join an optional monthly reading-circle session — online or in person — where materials are discussed quietly with other readers and a host. This optional community element is uncommon in subscription reading services and has no additional charge.
Family Documentation Workshop
The workshop format — bringing the whole household together to prepare a shared documentation folder — is a Heritage Compass original. It is specifically designed to reduce the burden on any single family member who might otherwise be the sole keeper of important records.
No Advice, No Bias
Because Heritage Compass does not sell financial products, legal services or referrals, there is no commercial incentive to steer you toward any particular course of action. Reading materials are drawn from multiple sources and presented without editorial commentary.
Our Record
Milestones and Recognition
6+
Years Operating
340+
Sorting Sessions Completed
87
Active Subscribers
52
Family Workshops Held
Chiang Mai Community Service Recognition
Awarded May 2025 — Wat Ket Community Council
Adult Education Provider Registration
Registered with Chiang Mai Provincial Education Office
PDPA-Compliant Practices
All handling procedures reviewed under Thailand's Personal Data Protection Act
A Session Is the Easiest Place to Start
Write to us with a brief description of what you are hoping to sort through, and we will suggest which of our services is the most straightforward fit.
Get in Touch