Professionals: a field team that delivers a “professional file, ready to integrate into your practice” — traceable, exportable and based on documented decisions.
VALORA works on the ground and delivers structured deliverables: key register, access log, exportable inventory, indexed photo album, disposition and storage reports, and a consolidated final report.
WE UNDERSTAND YOUR NEEDS!
What you’re buying: fewer grey areas and consistent deliverables
The B2B value isn’t “a clear-out.” It’s a usable file that reduces friction and risk: documented access, a structured inventory, recorded decisions, and execution backed by proof and supporting documents.
Expected results
- Less back-and-forth with the family / liquidator
- Fewer disputes (“Who went in?”, “What was done?”)
- A file that’s easier to integrate into your practice
Where we add the most value
- Files with multiple access points and a risk of disputes (logs and governance required)
- High-volume or multi-location files (structure and coordination needed)
- Files where the family needs an operational “conductor”
- Files where you want a consistent format (inventory export, index, supporting documents)
Onboarding: simple and predictable
Governance: documented decisions before any irreversible action
- VALORA follows a simple rule: document → decide → execute.
Irreversible actions (donations, destruction, disposals) require documented authorizations. Without instructions, the file is paused on the disputed point.Benefit
Reduces disputes and protects the liquidator
- Clarifies “who decided what, and when”
Confidentiality and access control (baseline discipline)
Estate files contain sensitive personal information. VALORA applies a discipline of minimization and access control, and governs the use of service providers and tools in accordance with the framework applicable to businesses in Québec.
Preferred partner
- Goal: a stable collaboration (process, formats, communication).
Includesstandardized formats
- escalation channel
- follow-up cadence (weekly if needed)
- approval and disbursement rules
FAQ
Both: we can carry out one or more stages and coordinate the parties involved, depending on the mandate.
Yes, within reason, once the formats are standardized.
Depending on the scope: key register, access log, exportable inventory, indexed photos, reports and an index of supporting documents.
Through documented authorizations before execution; otherwise, the disputed item is put on hold.
Montréal, Laval, Montérégie, Laurentides, Lanaudière.
Yes, planning and the quote incorporate assumptions and milestones.
Treated as sensitive items: restricted access, documentation, and handover in accordance with instructions.
$160/h/person + disbursements at actual cost, by milestones.
According to the mandate, with oversight and documentation (supporting documents, actual costs) and access rules.
Minimization, access control and oversight in accordance with the Act respecting the protection of personal information in the private sector (P-39.1).
Yes, but this requires a rigorous assessment: a clear decision-maker, access rules and an enhanced evidence protocol.