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Professionals: a field team that delivers a "professional, practice-integrable" file — traceable, exportable, and based on documented decisions.

VALORA operates in the field and provides structured deliverables: key register, access log, exportable inventory, indexed photo album, disposition and storage reports, and a consolidated final report.

Schedule a meeting (15 min)

WE UNDERSTAND YOUR NEEDS!

What you buy: reduction of grey areas and stable deliverables

B2B value is not “a cleanout service.” It is an actionable file that reduces friction and risk: documented access, structured inventory, recorded decisions, execution with proof and supporting documents.

Expected Results

  • Fewer back-and-forths with the family / liquidator

  • Fewer disputes (“Who entered?”, “What was done?”)

  • Easier file integration into your practice

When we are most effective

  • Files with multiple access and risk of dispute (need for logs and governance)

  • Files with high volume or multiple locations (need for structure and coordination)

  • Files where the family needs an operational “orchestrator”

  • Files where you want a stable format (inventory export, index, documents)

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Integration: simple and predictable

  1. Assessment (required format, expected deliverables, access rules, decision-maker)

2. Milestone plan (ranges + assumptions + required decisions)

3. Production (deliverables provided progressively)

4. Closure (final report + index of documents)

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Governance: documented decisions before irreversible actions

  • VALORA applies a simple rule: document → decide → execute.
    Irreversible actions (donations, destructions, dispositions) require documented authorizations. In the absence of instructions, the file is paused on the contentious point.

    Benefit

    • Reduces disputes and protects the liquidator

    • Clarifies “who decided what and when”

Confidentiality and access control (minimal discipline)

Estate files contain sensitive personal information. VALORA applies a minimization and access control discipline, and supervises the use of service providers and tools in accordance with the framework applicable to businesses in Quebec.

Preferred Partner

  • Goal: stabilize collaboration (process, formats, communication).
    Includes

    • standardized formats

    • escalation channel

    • follow-up cadence (weekly if necessary)

    • approval and disbursement rules

Schedule a meeting (15 min)

FAQ

Both: we can execute one or more steps and coordinate stakeholders depending on the mandate.

Yes, within reason, with format stabilization.

Depending on the scope: key register, access log, exportable inventory, indexed photos, reports, index of documents.

Through documented authorizations before execution; otherwise, pause on the contentious point.

Montreal, Laval, Montérégie, Laurentides, Lanaudière.

Yes, planning and quotes include assumptions and milestones.

Treated as sensitive items: restricted access, documentation, handover in accordance with instructions.

$160/hr/person + disbursements at actual cost, by milestones.

According to mandate, with supervision and documentation (documents, actual costs), and access rules.

Minimization, access control, and supervision in accordance with the Act respecting the protection of personal information in the private sector (P-39.1).

Yes, but this requires strict evaluation: a clear decision-maker, access rules, and an enhanced evidence protocol.