Final report: a consolidated, clear, usable file ("professional file, integrable into your practice")
At the end of the mandate (or a major milestone), VALORA consolidates the information: data exports, supporting documents, reports, and a document index. The goal is for the file to be understandable and usable by the family and, if needed, by professionals.
What the final report includes
Summary of actions completed (by milestone)
Final inventory (updated statuses)
Logs: keys and access (final version)
Disposition / storage reports (with supporting documents)
Supporting documents index (what is included, where to find it)
Who it is for
Families/estate liquidator: clarity, tracking, evidence
Professionals: stable formats, structured file, reduced ambiguity
Deliverables
Final report (PDF)
Exports (CSV/XLSX)
Supporting documents folder (organized and indexed)
FAQ
Do you provide everything in electronic format?
Yes, depending on the solution selected, the exports are designed to be reusable.
Can you adapt the formats for a firm?
To a reasonable extent, yes (stable, clear formats).
Do you deliver a report even if the mandate is partial?
Yes: a progress report tailored to the scope.
