How We Work
The Almsgate Methodology
Every Almsgate service follows the same underlying principle: clerical first, referral second. We deal with what the family actually holds in its hands — the papers, the boxes, the files on a hard drive — before any conversation about what to do with them. Our role ends at the point where professional judgment is needed.
The sorting method used across all engagements organises documents by type, then by date, then flags what appears to be absent. This sequence has proven to produce files that solicitors, estate administrators, and financial planners across Selangor can work with without further restructuring. The question sheet produced in a Referral Preparation Session follows the same logic: what is the context, what does the family want to understand, and what evidence does it hold to bring to that conversation.
Nothing in the Almsgate methodology involves valuation, interpretation of legal instruments, advice on any matter requiring a professional licence, or communication in anyone's name. These limits are written into the scope agreement that every family receives before work begins.
Service 01
Referral Preparation Session
RM 480 · One appointment · Approx. 1 hour
A single structured session in which the family writes the questions it wants to put to a qualified professional and gathers the documents usually brought to such a meeting. The session prepares — it does not advise, and it takes no position on any matter that requires formal guidance.
What Is Delivered
- Printed question sheet for the professional appointment
- Document checklist for that appointment type
- Written record of the session, kept by the family
- Directory of registered practitioners across Selangor
How the Session Runs
Family describes the situation and the professional they expect to visit
Questions are identified and written in the family's own words
Documents to bring are listed and physically gathered where possible
Printed question sheet and document checklist provided before leaving
Best suited to families who:
Have an upcoming appointment with a solicitor, estate administrator, or financial planner and want to make the most of that time.
Enquire About This Session
Service 02
Courtyard Sorting
RM 1,860 · Three appointments · Two to four weeks
Three appointments in which the family's own papers are sorted by type and date, indexed, labelled, and mirrored to storage they control. Purely clerical — no valuation, interpretation, or advice attached to any item.
What Is Delivered
- Bound file with full contents page
- Written gap list showing what appears to be missing from the archive
- Agreed naming convention for ongoing use
- Maintenance sheet so the family keeps the file current independently
- Digital mirror to storage the family controls
How the Engagement Runs
Initial appointment: documents received, logged, and first sort by document type completed
Second appointment: date ordering, indexing, labelling, and digital mirroring
Close-out appointment: family reviews bound file, gap list reviewed, naming convention handed over
Best suited to families who:
Have a collection of unsorted or partially sorted papers and need them in a clear, professional order before approaching any professional.
Enquire About Courtyard Sorting
Service 03
Full Documentation Engagement
RM 4,020 · Four months · Monthly meetings
Four months of monthly work producing an indexed register of the family's documents, a dated chronology drawn from them, provenance notes where the family holds evidence, and a neutral summary written for handover. Documentation only — nothing valued, nothing interpreted, nothing advised, nothing sent in anyone's name.
What Is Delivered
- Bound indexed register of all documents covered
- Dated chronology drawn from the documents themselves
- Provenance notes where the family holds supporting evidence
- Neutral summary written for handover to a professional
- Digital mirror to storage the family controls
- Practitioner directory for the Klang Valley
How the Engagement Runs
Month 1: Initial sort, document log, and chronology drafting begins
Month 2: Indexing, provenance noting, and gap identification
Month 3: Chronology and register reviewed with family, corrections made
Month 4: Handover summary drafted, final review, bound file and digital mirror delivered
Best suited to families who:
Are dealing with a large, complex, or multi-generational archive and need a complete record built before engaging solicitors or administrators.
Enquire About Full EngagementSide by Side
Choosing the Right Service
Not every family needs the same level of preparation. Use this table to identify which service fits where you are right now.
| Feature | Referral Prep RM 480 |
Courtyard Sorting RM 1,860 |
Full Engagement RM 4,020 |
|---|---|---|---|
| Number of appointments | 1 | 3 | 4 months |
| Question sheet for professional | — | — | |
| Document sorting & indexing | — | ||
| Bound file with contents page | — | ||
| Gap list (missing documents) | — | ||
| Dated chronology | — | — | |
| Provenance notes | — | — | |
| Handover summary | — | — | |
| Digital mirror to your storage | — | ||
| Practitioner directory | Selangor | — | Klang Valley |
| Maintenance sheet | — |
Across All Services
Standards That Apply to Every Engagement
Written Scope Before Work Begins
Every engagement begins with a scope agreement confirming exactly what will be done, what will not, and what the family will receive at the end.
Documents Logged on Receipt
Every original document received by Almsgate is recorded in a log and returned to the family. Nothing is retained or duplicated without explicit instruction.
No Advice, Ever
When a question requires professional guidance, we say so and note the appropriate type of practitioner. We never attempt to answer questions that belong with a solicitor, accountant, or registered planner.
Your Storage, Not Ours
Digital mirrors go to drives or cloud accounts the family controls. We do not host, store, or retain digital copies beyond the working period of the engagement.
Close-Out Review
Every engagement includes a final review meeting at which the family checks the outputs and signs off. Corrections are made before the file leaves our premises.
Designed for Independence
Every output — the naming convention, the maintenance sheet, the gap list — is designed so the family can work independently once the engagement ends, without requiring Almsgate.
Transparent Pricing
All-Inclusive Fees in Malaysian Ringgit
No additions, no variable charges. What is listed is what is invoiced.
01
Referral Preparation Session
One appointment · One hour
- Question sheet
- Document checklist
- Session record
- Selangor practitioner directory
02
Courtyard Sorting
Three appointments · 2–4 weeks
- Bound file & contents page
- Gap list
- Naming convention
- Digital mirror
- Maintenance sheet
03
Full Documentation Engagement
Four months · Monthly meetings
- Indexed register
- Dated chronology
- Provenance notes
- Handover summary
- Klang Valley directory
Not Sure Where to Start?
Describe your family's situation briefly and we will suggest which service fits. There is no obligation in making an enquiry.
Make an Enquiry