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Estate inventory (pre-death): a structured snapshot of your assets, accounts, and liabilities — with no guesswork.

VALORA builds with you an exportable and actionable inventory: what you own, where the information is located, and what must be passed on at the appropriate time.

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WHAT IT IS (AND WHAT IT IS NOT)

An estate inventory is not an “endless list” — it is a structure.
The goal is not to detail everything unnecessarily. The goal is to produce information that you, your loved ones, or your future executor can use: what exists, in which categories, and how to find the documents and contacts.

What the inventory covers (depending on your situation)

  • Real estate (residence, building, land, rights)

  • Vehicles (car, motorcycle, RV, boat, etc.)

  • Bank accounts (institutions, account types)

  • Investments (RRSP, TFSA, brokerage, plans, etc.)

  • Insurance (life, home, auto, disability, etc.)

  • Businesses / shares / income (if applicable)

  • Complete inventory of your belongings (all items in your residences, including valuables, collections, and critical keepsakes)

  • Debts / liabilities (mortgages, cards, loans)

  • Subscriptions and recurring payments (mobile, Internet, services)

  • Key documents (where they are, not necessarily their contents)

The level of detail is defined during the assessment: you choose what is essential.

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Deliverable: an exportable, reusable inventory

  • You receive

    • A structured inventory exportable (CSV/XLSX)

    • Consistent fields (category, institution, info location, notes, status)

    • A “to-do” view (what is missing, what needs to be updated)

How we build it: simple milestones

  1. Assessment: scope, level of detail, authorized persons, transfer rules

  2. Guided collection: what you already have and what is missing.

  3. Structuring: exportable inventory with views (by category / by room)

  4. Validation: consistency and “ready to transfer” according to your rules

  5. Update plan: cadence and triggers

Sensitive data: minimization and controlled access

  • An estate inventory contains sensitive information. VALORA applies a pragmatic approach: collect what is necessary, limit access, and define the sharing method.

Professionals: see the B2B offering

FAQ

No. Part of the work is to identify what is missing and structure a list of actions.

Only if it is useful. We prioritize an actionable structure; full itemization is not always relevant.

No. It is an organizational deliverable; if legal instruments are required, they are handled by the appropriate professionals, in accordance with the mandate.

Yes. The scope is defined as part of the assessment activity.

Yes. We can create an “essential” V1, then expand it.

Depending on the volume and dispersion, we work in milestones with an estimated range.

Yes. We apply strict access and sharing controls.

$160/hour/person, by milestones; disbursements are rare but possible depending on requests.