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 provide 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) A “conductor” role
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 "conductor" 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.
