Document vault and index: know where your documents are — and what they are for.
On the day your loved ones must act, what is missing is not the “perfect document”: it is the location, the context, and the right contacts. VALORA builds a usable document index.
An index, not a pile
You receive:
a structured index (exportable)
for each key document: where it is, what it is for, who to contact, next action if applicable
Examples (depending on your situation)
will / mandate / important contracts (where they are)
property deeds, mortgages, municipal taxes (references)
insurance (policies, contacts)
statements/institutional identifiers (referenced, not unnecessarily exposed)
The vault: several options, one rule — controlled access
Depending on your preferences, the “vault” can be:
a structured paper binder + digital index
a structured digital space (standardized folders)
a combination of both
The rule: limit access and avoid over-collection.
Method: sorting → indexing → validation → handover protocol
Sorting: what is essential vs. ancillary
Indexing: structuring by categories
Validation: consistency, missing items, actions to take
Handover protocol: who receives what, when, how
FAQ
Do you digitize everything?
Depending on the mandate. The primary objective is a usable index; full digitization is not always necessary.
Do you keep my documents?
Retention and handover arrangements are defined; indefinite retention by default is avoided.
Can I exclude certain documents?
Yes, the scope is defined during the assessment.
My file is already “everywhere” (paper and digital): is that a problem?
That is typical. The index is precisely intended to unify without moving everything.
Who will have access to the vault?
Only the persons authorized under your rules.
Is it secure?
The method aims for minimization, access control, and governed sharing.
How much does it cost?
$160/hour/person, billed by milestones.
Is it useful even if I do not want to “reveal everything”?
Yes. The goal is usability, not over-collection.
