VALORA: an estate concierge service designed to provide a clear, traceable, and actionable file.
We transform complex situations (estate settlement, property clearance, stakeholder coordination) into managed projects: milestones, documented decisions, evidence, and structured deliverables.
Our approach: method + evidence + milestones
1) An “evidence and traceability” approach
We produce concrete deliverables: key register, access log, exportable inventory, indexed photo album, disposition and storage reports, and consolidated final report.
2) Milestone-based execution
Each milestone has an objective, a deliverable, and decisions to be obtained before proceeding. Irreversible actions require documented authorizations.
3) An orchestrator role (when useful)
We can coordinate stakeholders (e.g., storage, transport, real estate marketing) according to the mandate, while maintaining traceability of decisions and actions.
Two pathways, one objective
During your lifetime — Estate file
Prepare a clear, up-to-date, and transferable estate file: estate inventory, document index, access and key register, update plan, handover protocol.
After a death — Structured management
Access and securing, on-site inventory, documented decisions, disposition and storage, liquidation, and final report.
What sets us apart
- Turnkey without improvisation: a stable structure, not a one-time “helping hand”.
- Actionable file: exportable and reusable deliverables (families and professionals).
- Governed decisions: no gifts or disposal without clear validation.
- Cost transparency: milestone-based work, ranges, assumptions, and disbursement approval thresholds.
- Technology serving reality: standardization, indexing, export — to reduce non-billable work and increase clarity.
Our commitments
Respect and restraint
We operate in sensitive contexts. Our communication is factual, structured, and without pressure.
Clarity and control
You remain in control: identified decision-maker, documented approvals, disbursement thresholds, deliverables at each milestone.
Confidentiality (minimum discipline)
Estate and patrimony files contain sensitive information. We apply a discipline of minimization (collect what is necessary), limited access, and controlled sharing.
Important clarifications
- VALORA provides estate concierge and operational coordination services.
- Certain specialized services may be rendered by third parties (e.g., tax return preparation through subcontracting), according to mandate.
- When legal services are required, they must be framed and rendered under a separate mandate, with an explicitly defined scope.
FAQ
Are you a junk removal company?
No. We can manage disposition, but our core values are method, traceability, and actionable deliverables.
Can you take on a partial mandate?
Yes. One or more stages, depending on needs.
Do you work with notaries/lawyers?
Yes. Our deliverables are designed to be reusable and we can align with reasonable formats.
Are you more of an "orchestrator" or "on-site operations manager"?
Both roles, depending on the mandate: we handle on-site execution and stakeholder coordination.
How do you avoid misunderstandings among heirs?
Through documentation: access, inventory, decisions, approvals, reports.
What is your pricing?
$160/hour/person + disbursements at actual cost plus management fees, by milestones.
Do you operate throughout Quebec?
No. We operate within a defined territory to ensure quality and planning.
Do you offer the lifetime estate file?
Yes. It is a structuring and updating service to reduce subsequent chaos.
