• Structured heritage inventory
• Document index (where documents are located, what to provide, who to contact)
• Access log & keys, update rules
• Update plan (annual/semi-annual)
• Access and security
• Inventory of your belongings with time-stamped photos
• List of your assets and liabilities
• Simulation of estate division after death
• Removal/donation/destruction with approvals
• Storage with delivery slips
• Final report: a professional file, ready for practical application
When there are too many tasks, too many emotions, and too much uncertainty, method makes the difference.
What takes the weight off (problem → solution)
An estate (or the preparation of an estate file) requires logistics, decisions, and coordination. VALORA transforms the situation into a managed project, with a simple discipline: evidence, milestones, documented decisions.
- Clarity: who decides, what to do, in what order
- Traceability: access, photos, inventory, and structured reports
- Control: milestones, approvals, disbursement thresholds
- Respect: restrained communication, without pressure
OUR SERVICES
We proceed in stages. Each milestone produces a deliverable and clarifies the decisions necessary for the next steps. When authorization is missing, the file is paused until instructions are received—to avoid irreversible actions and misunderstandings.
What you receive: clear, exportable, and verifiable deliverables
VALORA provides structured deliverables designed to reduce gray areas and facilitate coordination.
- Key register and access log
- Exportable inventory (Excel)
- Indexed photo album (timestamped photos)
- Disposition reports (with approvals and supporting documents)
- Consolidated final report
About Valora
VALORA is an estate concierge service designed to produce a clear result: a controlled, traceable, and actionable file. We coordinate the necessary parties according to the mandate.
Certain professional services may be rendered under separate mandate or as subcontractors (e.g., taxation). We always clarify the scope before taking action.
Simple and transparent pricing
- Disbursements rebilled at actual cost plus management fees (e.g., storage, transportation, external fees)
- Work by milestones with a range and assumptions (volume, access, multiple locations)
- Approval threshold for disbursements: no significant disbursement without approval
Are you a notary, lawyer, fiduciary, or professional liquidator?
VALORA acts as a field team and delivers a standardized file ready to integrate into your practice: stable formats, cadence, and decision governance.
- “Professional file, integrable into practice” package
- Clear escalation points
- Approval rules and documentation
FAQ
Can you take on a partial mandate (e.g., inventory only)?
Yes. We can intervene at one or more stages, depending on needs and capabilities.
Can you "settle everything quickly"?
We move quickly on achievable milestones, but certain delays depend on access, authorizations, and decisions by the parties.
How do you avoid conflicts and accusations?
Through a traceability-focused approach: registers, timestamped photos, exportable inventory, documented approvals.
Do you handle valuables and sensitive documents?
Yes, with an access control and documentation protocol. The scope is specified before action.
How much does it cost?
$160/hr/person + disbursements at actual cost plus management fees. We work by milestones, with a range based on assumptions.
In which regions do you operate?
Montreal, Laval, Montérégie, Laurentides, and Lanaudière.
