Client Experiences
Families who have been through it share what they found.
Their words, not ours.
← Back to Home6 yrs
In operation
240+
Families helped
4.8
Avg. satisfaction
96%
Would recommend us
What Clients Say
From families we have worked with
Sunisa Khamthong
Chiang Mai, TH
"After my father passed away, finding everything was a real struggle. I wish we had done a session with Heirloomly earlier. When I eventually went through the Records Overview Session for my own documents, it took about two hours and I felt so much better afterwards. Very calm, very thorough."
June 2025
David Marsh
British, based in Chiang Mai
"We bought the Household Ledger Kit and found it really practical. My wife and I have property in Thailand and the UK, so the bilingual setup was important. The orientation session helped us understand which sections applied to our situation. The only thing I would say is that you do need to set aside proper time to fill it all in."
May 2025
Piyaporn Tongchai
San Sai, Chiang Mai
"My mother is in her seventies and was very hesitant about the whole idea. Nattaya was so patient with her — never making her feel rushed or like she was being asked to do something morbid. By the second session, my mother was actively adding things to the ledger herself. It really changed how she felt about it."
June 2025
Araya Lertprasert
Hang Dong, Chiang Mai
"The Guided Family Sessions programme was something my husband and I had been putting off for years. James made it feel manageable. We went through it with my in-laws over four sessions and came out with a complete ledger and a much clearer picture of what was where. I would recommend it for any family that keeps avoiding the conversation."
May 2025
Rolf van den Berg
Dutch, based in Mae Rim
"Good, solid service. I came in for the Records Overview and left with a much clearer sense of which documents I had in order and which I still needed to sort out. The person I worked with was straightforward and did not try to push me toward more than I needed. That counted for a lot."
June 2025
Wanida Charoensuk
Chiang Mai, TH
"I was worried this would be intrusive or complicated, but the initial phone call with Siriporn put me at ease straightaway. We did the Household Ledger Kit and I found the templates well designed for someone with both Thai ID and overseas accounts. I keep it updated every six months now."
May 2025
Case Studies
Families in detail
Case Study · Household Ledger Kit
A retired couple with cross-border assets
CHALLENGE
The couple had property in Thailand and savings accounts in both the UK and Germany. Their adult children, living abroad, had no clear picture of what existed or where to find it.
SOLUTION
Heirloomly supplied a Household Ledger Kit with the bilingual templates, followed by an orientation session to map their specific documents across all three countries.
OUTCOME
The couple produced a fully completed ledger covering all assets. Their children received a copy. When one parent fell ill six months later, the family were able to locate every document within a day.
"It was one of the most practically useful things we did in retirement."
Case Study · Guided Family Sessions
Three siblings helping their widowed mother
CHALLENGE
After their father passed away, three adult siblings disagreed about who knew what regarding family property and bank accounts. Their mother was reluctant to discuss it and conversations kept stalling.
SOLUTION
The family took part in four Guided Family Sessions over six weeks. James facilitated structured conversations, helping each family member contribute information without the discussions becoming tense.
OUTCOME
The mother completed a full family ledger with input from all three children. The siblings reported that the facilitated structure made it easier than previous attempts. All copies are now held safely by each family member.
"James made it feel safe to talk about things we had been avoiding for two years."
Reach Us
Talk to us before you commit to anything
Phone
+66 86 419 7253Address
52 Ratchaphruek Rd, Wat Ket, Chiang Mai 50000
Hours
Mon–Fri 9–17, Sat 10–14
Your turn
Ready to get your own records in order?
A short initial conversation with our team is free and carries no obligation. We are happy to talk through your situation and suggest where to start.
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